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.
Recent Bull and Bear Markets
Investors can learn valuable lessons from recent bull and bear markets and use this knowledge to make better investing decisions.
What Does “Hedging” Mean to Investors?
Hedging is an investment strategy that can help investors limit potential losses on high-risk assets, even in volatile markets.
What is Direct Indexing?
Direct indexing allows investors to customize their portfolio, minimize fees, and take advantage of tax minimization strategies.
How To Know When a Stock is a Worthwhile Investment
Choosing stocks can be a challenge but there are several common metrics that can help investors make informed decisions.
What does ESG mean to investors?
Companies that excel in Environmental, Social, and Governance categories can make worthwhile additions to your portfolio.
What is a Bear Market?
A “bear market” could impact the value of your assets, the way you position your portfolio, and your trading decisions.
Investing During Rising Inflation & Interest Rates
With the help of a wealth manager, you can tailor your portfolio to withstand or even profit from high inflation and rising rates.
Debt Management – “The DreamWork Way”
The decision to pay debt or invest free cash is the basis for debt management. At DreamWork Financial Group we put our clients’ best interests first!
Fee-Only 101 – What does it mean?
Knowing how your financial advisor is compensated can help you make informed investment decisions.
Where is Your Money Invested?
When you invest your hard-earned funds, you should be able to answer a fundamental question: where is your money invested?
How Interest Rate Increases Impact Your Investments
Higher interest rates can impact your portfolio. So, you must make smart investment decisions as rates continue to rise.
Wealth Management 101: Who Needs It?
You’ve heard the term “wealth management”, but what does it mean? Our latest article breaks down wealth management and why almost everyone needs it.