Welcome to the Dugdale | Hayes Investment Group
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Left to right: Stephanie Brunner, Client Associate; Kate Absec, FPQP™, Senior Registered Associate; Darin Hayes, CPFA, CWS®, Senior Vice President, Financial Advisor, Portfolio Manager, Co-Branch Manager; Brad Dugdale, Senior Vice President, Financial Advisor, Portfolio Manager, Co-Branch Manager. |
For some, the complexities of family and business finances demand a personal Portfolio Manager — someone who understands the intricacies of managing different investment types in multiple asset categories, while keeping a close eye on capital demands and risk exposure to help ensure that each client’s financial matters are in synch with their vision for a successful financial future.
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.