Latest News From Dean

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

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


C.H. Dean Ranked in CNBC Top 100 Fee Only Wealth Management Firms