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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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.