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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.

Investing Hot Sheet

Stocks closed near all-time highs after a quiet week. Will the upcoming inflation reports cause this rally to break out or break down?

Fiduciary 101: What You Need to Know?

Fiduciaries are held to the highest standard of loyalty and care when recommending investment products to their clients.

What are DreamWork Proprietary Funds?

DreamWork Proprietary Funds provide a simple way to add portfolio tilts and further personalization to your investing strategy.

Investing Gameplan™

With Investing Gameplan, all investors have to access a customized portfolio and an ongoing relationship with a fiduciary advisor.

Why Invest with DreamWork Financial Group?

With DreamWork, investors can access complex investing strategies and fiduciary advisors regardless of the size of their account.