Other Resources

There are some pieces in our library that we feel stand the test of time.  Below you will find a range of documents from one-pagers to white papers that share our investment approach and why we are so passionate about investing for the long-term.

Specialized Investment & Tax Planning for Structured Settlements

In the past, attorneys working on contingency fee cases had only one way to get the tax advantage of deferring their fee income: locking up their fees in products with permanently fixed, low interest rates. We have a better option.

Darnall Sikes Wealth Partners Information Sheet

At Darnall Sikes Wealth Partners, we help business owners and families make financial decisions throughout every stage of their lives. This information sheet provides an overview of our services.

Comprehensive Financial Planning Information Sheet

At Darnall Sikes Wealth Partners, we develop insights into the many interlocking components of your financial situation through Comprehensive Financial Planning services. Review this information sheet to understand what types of financial questions our advisors can help you answer through our planning process.

Our Beliefs About Investing

The Darnall Sikes Wealth Partners and Avantax Philosophy for Disciplined, Long‑term Investors

The Stabilizing Power of Diversification (1999–2018)

Diversification can help you smooth out the market’s ups and downs over time. View the annualized return of a diversified portfolio versus other asset classes over the past 20 years.