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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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Home Sweet Home Equity
Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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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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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.