1 (800) 932-8505

Cassandra M. Smalley

The DWM Financial Planning Process

In this video, Cassandra Smalley, Chris Jay, and Bob Doyle discuss the DWM Financial Planning process, and why it's important to plan your investments around your long-term goals.
READ

Sustainability Of The 4% Rule

Twenty years ago Bill Bengen framed a complex question into an elegantly simple answer that remains relevant to the financial planning world and millions of retirees today, the so-called 4% rule. The 4% rule is a guideline used to ensure a retiree's portfolio will last for the rest of their... read more →
READ
Select which cookies you will allow this site to use:

  • Essential cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

  • Functionality cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.

  • Analytics cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.

  • Advertising. cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.

Save & Close