What’s New at DM Wealth?

on July 7, 2016

Second Quarter Update! The second quarter was unbelievably busy at D.M. Wealth. I gave ethics seminars to our local Financial Planning Association chapter in Oklahoma City, the Garrett Planning Network online, and the Shareholders Service Group conference in San Diego. I also had a booth and spoke at the McFarlin UMC Senior Options Seminar in…

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Implications of NYSE Trading Restrictions

on November 22, 2015

The early reporting of the news from November 16, 2015, was surprising. As of February 26th, 2016, the New York Stock Exchange (NYSE) is no longer allowing accepting new stop or good ’til cancelled (GTC) orders. Additionally, any existing orders will be cancelled as of that date. The link to the NYSE announcement can be…

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Choosing the Right Benchmarks for Your Mutual Fund

on November 6, 2015

With permission, this article is brought to you by the Financial Planning Association. Although it discusses mutual funds, it is just as effective with exchange traded funds (ETFs) or other types of funds. Peggy Choosing the Right Benchmarks for Your Mutual Fund Community school boards use standardized tests to gauge how their students perform in…

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Avoiding Financial Tricks!

on October 31, 2015

It’s Halloween, and I want to offer you some ideas to help you avoid financial tricks! Always work with an advisor who is a fiduciary! Your advisor should always put your best interest first! If you aren’t sure, ASK!

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My Support of DOL’s Expansion of the Fiduciary Standard

on September 21, 2015

Following is a letter I just sent to my senator when he let me know he did not support the Department of Labor’s expansion of the fiduciary standard to Individual Retirement Accounts (IRAs). The comment period ends September 24th. Please consider going to www.saveourretirement.com and signing the petition if you agree with me. Dear Senator…

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