DCM University
Over the years, we’ve collected a lot of financial planning and educational resources to help our clients help themselves.
For a full view of our content, please log in below; otherwise, enjoy exploring select assets on our approach to all things financial.
Financial Planning
12.04.24
12.04.24
2024 Year-End Checklist
Read more >
Cybersecurity
11.20.24
11.20.24
How to Protect Yourself Against Fraud
Read more >
Financial Planning
11.01.24
11.01.24
Insurance for Every Phase of Life
Read more >
Market & Economy
10.25.24
10.25.24
A Guide to Why Interest Rates Matter
Read more >
Charitable Giving
10.10.24
10.10.24
What is a Donor-Advised Fund?
Read more >
Charitable Giving
10.02.24
10.02.24
What is a Charitable Remainder Trust?
Read more >
Charitable Giving
09.18.24
09.18.24
What is a Charitable Lead Trust?
Read more >
Charitable Giving
09.09.24
09.09.24
Enhance Your Charitable Giving Strategies
Read more >
Retirement Planning
09.05.24
09.05.24
The Backdoor Roth IRA Strategy for High-Income Earners
Read more >
Tax Planning
06.24.24
06.24.24
Sharing Your Tax Return with Your Advisor
Read more >
Market & Economy
06.17.24
06.17.24
Beyond the Basket: Thoughts About Inflation Measures
Read more >
Tax Planning
06.11.24
06.11.24
Gift Bunching: How To Maximize Your Charitable Impact
Read more >
Retirement Planning
06.07.24
06.07.24
The SWR Conundrum: Spending in Retirement
Read more >
Charitable Giving
02.20.24
02.20.24
Best Charitable Giving Strategies to Boost Your Tax Savings
Read more >
Estate & Legacy Planning
02.14.24
02.14.24
Basics of Estate Planning
Read more >
Investment Management
02.13.24
02.13.24
Our View of ESG
Read more >
Education Planning
02.13.24
02.13.24
Saving for School
Read more >
Tax Planning
02.06.24
02.06.24
How Roth Conversions May Save You Money on Taxes
Read more >
Investment Management
01.17.24
01.17.24
The Risk of Playing It Safe
Read more >
Financial Planning
12.27.23
12.27.23
Is Your Variable Annuity Right For You?
Read more >
Market & Economy
12.27.23
12.27.23
Dissecting the World Economy
Read more >
Articles
12.27.23
12.27.23
Value of the Investment Policy Committee
Read more >
Retirement Planning
12.27.23
12.27.23
Roth 401(k) – Is It Right For You?
Read more >
Investment Management
12.27.23
12.27.23
The World of Equities
Read more >
Estate & Legacy Planning
12.27.23
12.27.23
Estate Planning: A Call to Action
Read more >
Education Planning
12.26.23
12.26.23
Tips for Creating Your Own Scholarship Program
Read more >
Investment Management
12.26.23
12.26.23
Healthy Things Grow: Determining a Company’s Fair Value
Read more >
Market & Economy
12.26.23
12.26.23
The Fed 101
Read more >
Estate & Legacy Planning
12.22.23
12.22.23
How to Prepare for Long-Term Care
Read more >
Tax Planning
03.16.23
03.16.23
What is a Qualified Charitable Distribution?
Read more >
Financial Planning
02.09.23
02.09.23
Navigating 2023: Financial Planning Reminders
Read more >
Financial Planning
01.31.23
01.31.23
SECURE Act 2.0 – What You Need to Know
Read more >
Estate & Legacy Planning
05.11.21
05.11.21
5 Avoidable Mistakes in the Will You Write
Read more >
Investment Management
03.02.21
03.02.21
Fiduciary | Does Your Advisor Put Your Interests First?
Read more >
Financial Planning
10.08.20
10.08.20
Medicare Open Enrollment 2020
Read more >
Financial Planning
02.25.20
02.25.20
Is It Time to Refinance?
Read more >
Financial Planning
02.11.20
02.11.20
The SECURE Act – What You Need to Know
Read more >
Financial Planning
12.16.19
12.16.19
5 Reasons To Save
Watch Video >
Investment Management
10.24.19
10.24.19
What is Tax Loss Harvesting?
Read more >
Financial Planning
10.10.19
10.10.19
DCM Client Portal Tour
Watch Video >
Financial Planning
09.10.19
09.10.19
How Americans Spend & Save
Read more >
Retirement Planning
04.24.19
04.24.19
What Determines Your IRA’s RMD Amount
Read more >
Tax Planning
04.24.19
04.24.19
How Bunching Expenses Can Enable Taxpayers to Continue to Itemize
Read more >
Tax Planning
04.24.19
04.24.19
The Basics of Tax Basis
Read more >
Retirement Planning
04.24.19
04.24.19
How Delaying Retirement Can Affect Longevity And Health
Read more >
Investment Management
04.24.19
04.24.19
Your Rollover Options
Read more >
Retirement Planning
04.24.19
04.24.19
A Look At Tax Planning For Retirement
Read more >
Investment Management
04.24.19
04.24.19
3 Gurus’ Timeless Wisdom
Read more >
Investment Management
04.24.19
04.24.19
Understanding the Dow
Read more >
Investment Management
04.24.19
04.24.19