C.H. Dean is pleased to announce an expansion to the Dean Mutual Fund family with the launch of a new mutual fund: Dean Equity Income (DAEIX). To be taken to Dean Mutual Funds Website and read the full write up... Read More
Each year the Internal Revenue Service (IRS) evaluates its limitations for employer-sponsored retirement plans (401(k), 403(b), 457, TSP, etc.), individual retirement accounts (IRA), Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), dependent care accounts, and payroll taxes for Social Security,... Read More
With the 2018 increase in federal estate tax limits, protecting one’s estate from taxes has become less important for many. Effective January 1, 2018, individuals can leave just over $11 million to heirs and pay no federal estate or gift tax. A married... Read More
Contrary to what you might think, financial independence isn’t just the result of enjoying a high income over the course of your career. It’s earned through two patterns of behavior: Making consistently good financial choices throughout your lifetime, and Maximizing... Read More
As a firm who takes pride in its disciplined approach to investing, we place a high importance on establishing an effective asset allocation that is designed to enable clients to live the life they envision. Asset allocation means establishing an... Read More
For immediate release: Overland Park, KS – Investor’s Business Daily (“IBD”) has named the Dean Small Cap Value Mutual Fund (DASCX) to its annual list of best mutual funds for 2017. The list recognizes funds in the U.S. Diversified Equity... Read More
Dean Investments has been chosen again by CNBC as one of 2015’s Top 100 Fee-Only Wealth Managers in the country. Rankings were based on management, average account size, client segmentation and growth of assets. Scores for each measure listed below... Read More
C.H. Dean Ranked in CNBC Top 100 Fee Only Wealth Management Firms
C.H. Dean would like to congratulate Cory Miller for being named one of the Dayton Business Journal’s 40 under 40 for the class of 2014! Cory has been extremely involved with the Dayton & Beavercreek community. Cory currently sits on... Read More
In the April/May 2014 issue of Morningstar magazine, Rob Wherry wrote an article about C.H. Dean titled “Smooth Transitions”. Published in the Undiscovered Managers section of the magazine, the article highlights the “smooth transition” of the Dean Small Cap Value Fund... Read More