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.
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.
Technical Analysis in Stock Investing
Technical analysis can help you choose stock investments and decide an opportunistic time to purchase them.
Moving Average: What Does It Mean for Investing?
Moving averages are tools that investors use to analyze the performance of a particular investment and inform trading decisions.
What is a Bull Market?
Investors who understand bull markets and the economic factors that lead to them can make informed financial decisions.
S&P 500: 2022 Review and 2023 Projections
The S&P 500 hasn’t had two consecutive down years since 2002. Will 2023 break that streak, or will the index recover last years’ losses?
What are Dividends?
Steady dividend payments are one of the ways investors generate profits, and predictable income, from their stock investments.
What is a Stock’s Beta?
Along with other metrics, Beta can help you understand a stock’s past performance and determine if it is a worthwhile investment.
What is the Stock Market?
Stocks allow regular people to share in the profits of successful companies, so it makes sense to understand stock markets.
ETFs vs Mutual Funds
Many people think of ETFs and mutual funds as interchangeable in their portfolios. While they are similar in many ways, there are several important – and sometimes costly – differences.
What is Tax Loss Harvesting?
Tax loss harvesting is an investing strategy that is intended to reduce capital gains and ordinary income taxes.
What are DreamWork Proprietary Funds?
DreamWork Proprietary Funds provide a simple way to add portfolio tilts and further personalization to your investing strategy.
What is Dollar Cost Averaging?
Dollar cost averaging can help you avoid buying at a stock’s height and even reduce taxes. But what is this investing strategy and how does it work?