Dunncreek Advisors, LLC is a Fee-Only, Fiduciary Financial Advisory Firm.
Black Monday – Those were the days

Black Monday – Those were the days

Imagine if on Monday the Dow Jones Industrial Average was down by 5,326 points. Or if the S&P 500 Index was down by 585 points. That’s about 22 percent in a single day. Stock market crash That’s exactly what happened on Black Monday, October 19, 1987....
What Should I Do About the Tax Overhaul?

What Should I Do About the Tax Overhaul?

Many clients have been asking about the new tax overhaul. They are concerned it might have a negative impact on them and are wondering what action to take right now to protect themselves. There’s no need to panic about the tax proposal. But, there are few key aspects...
Should My Daughter Buy a House?

Should My Daughter Buy a House?

It’s the American Dream to own your own home. But, it’s not always the best financial choice. I’ve received several calls lately from the children of clients who were looking to buy a house. They wanted to talk about taking money out of an inheritance to...
Hack-Proof Your Life Now

Hack-Proof Your Life Now

You’ve probably seen the headlines about 143 million credit records being leaked at Equifax, a consumer credit reporting agency. Before that, more than a billion accounts were exposed at Yahoo, and 110 million records compromised at Target. Wondering how to keep your...
Should I own stock in retirement?

Should I own stock in retirement?

Some investors are concerned about the volatility of the stock market, yet all retired investors do better with investments that grow faster than the rate of inflation. Stocks have historically been the best asset class to keep ahead of inflation. What is a retired...
Thinking about retiring? Do some planning.

Thinking about retiring? Do some planning.

You don’t get a haircut just once. Things change and evolve, adjustments need to be made on a regular basis. It’s the same way with your financial game plan. Financial planning is a process, not an event. Let me tell you about Larry and Jane. Larry and Jane...
Should I Get Credit Insurance?

Should I Get Credit Insurance?

My client asked me recently about “credit insurance” to protect against the recent Equifax data breach. My answer was no. But a credit FREEZE is a good idea. You have probably seen the headlines about 143 million credit records leaked at Equifax and before...