Research Hub
Let us open your eyes to the world of informed investing.
You’ve either started your search for the best financial advisor to meet your needs, or you are just looking for investor education. Maybe you’ve been looking to partner with a Fee-Only Financial Advisor right here in Birmingham, Alabama.
Here you will find valuable financial information such as Newsletters, Market Analysis, Trading Strategies, and 401k Investment Strategies. Additionally, you will find articles containing information that DreamWork Financial Group believes every investor should know.
What is a Dividend Reinvestment Plan?
A Dividend Reinvestment Plan – DRIP for short – is a simple way to take advantage of compound returns and dollar-cost averaging.
When Can You Withdraw From A 401(k)?
Funds in a 401(k) must remain in the account until you reach retirement age unless you meet the criteria for early withdrawal.
What Is A UTMA Account?
UTMA accounts can be a simple way to gift cash and other property to your loved one and set them up for a successful future.
Retirement Accounts for the Self-Employed
Self-employed people have a choice between four main tax-advantaged retirement accounts to grow funds and reduce tax liability.
Understanding Your Risk Tolerance
Your risk tolerance influences your ideal portfolio mix, ability to meet important financial goals, and emotional wellbeing.
What Does Diversification Mean to Investors?
Diversification is an investing strategy that can help investors find the right balance of risk and reward in their portfolios.
IPO Investing: What You Need to Know
We cover how to determine if investing in an IPO is right for your financial plan and how to buy a stock during the IPO process.
401k 101: I’m changing jobs… Help!
Leaving your job? This road map will help you understand the process of rolling over your 401(k) to a tax-advantaged IRA.
Growth Stock vs Value Stock: What is the Difference?
Understanding the differences between growth and value stocks helps identify the right investments for your portfolio.
What Are the Magnificent 7?
You’ve probably heard the term “Magnificent 7 Stocks” but who are these companies and what makes them so special?
Is Roth Right for Your Retirement Plan?
Roth IRAs and Roth 401(k)s provide significant benefits for certain people, but these accounts aren’t right for every situation.
How Do Presidential Elections Impact Stock Markets?
Presidential elections impact more than the political stage. They can also affect your stock values and portfolio return.