Welcome to DC & Associates, Inc.
Private Wealth Management
DC & Associates provides comprehensive lifestyle and values based financial planning services.
Our goal is to create a lifestyle sustaining financial plan for every client. Our personalized implementation process seeks to help increase the success of these plans.
We urge you to tour our site to learn more about our company, services we provide and articles of interest to you. Working with a trusted advisor is one of the most important decisions you can make in your financial future.
Inquires about our services are welcome and you can read more about DC & Associates, Inc. Advanced Financial Services by following the links above under About Us.
The LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide economic and market guidance as well as investment recommendations to help us navigate the second half of 2019.
View the complete publication.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Read this overview to learn how financial advisors are compensated.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tax preparation may be the perfect time to give the household budget a check-up.
In the face of divorce, making changes to insurance coverage may be overlooked.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Building wealth requires protection from the forces of wealth destruction.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are three things to consider before dipping into retirement savings to pay for college.