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.
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.
How Could Interest Rate Cuts Impact Stocks?
Interest rate cuts can have a profound impact on the economy and, indirectly, the performance of your stock portfolio.
A Brief History of Roth Accounts
Roth retirement accounts are a relatively new option for investors and provide unique benefits that traditional accounts do not.
Stock Market Projections for 2024
Our summary of analyst expectations and independent stock market forecasts can help you predict portfolio performance in 2024.