Founder and CEO, D.B. Root & Company - an Independent Registered Investment Adviser. Securities through Charles Schwab Advisor Services.
436 7th Ave.Pittsburgh, PA
Joined December 2011
- Tweets1K
- Following390
- Followers259
- Likes1.5K
David B. Root, CFP retweeted
It was a truly indescribable year.
We wish you and your loved ones a wonderful new year—one overflowing with blessings and the awareness to recognize them.
On behalf of @KeithMcCullough and our entire team, Happy 2021!
Together, let’s make it a great one.
David B. Root, CFP retweeted
Will New Jersey's recent millionaire's tax push the wealthy to move to lower- or no-tax states? Dynasty Network Partners @Askdbroot of @root_company and Joe Kluemper of Geller Advisors share their thoughts in this @nytimes article.
Learn More: nytimes.com/2020/10/02/your-…
David B. Root, CFP retweeted
We can't believe that it has already been 5 years of a partnership together! Happy five-year anniversary to @Askdbroot and all our friends at @root_company ! We wish you all a happy anniversary as we look forward to celebrating many more years of progress and growth together.
David B. Root, CFP retweeted
The SECURE ACT "will revolutionize how retirement solutions are approached by thousands of American businesses and their employees." bizjournals.com/pittsburgh/n…
David B. Root, CFP retweeted
I am neither a pessimist nor an optimist.
I operate in terms of facts & science.
As a doctor, my message is simple: END THE LOCKDOWNS!
The mainstream media will not carry this, so I’m relying on social media.
Follow me & RETWEET this message!
The President needs to hear us!
David B. Root, CFP retweeted
The June issue of RIA mag is here! Featuring:
-@AngieHerbers on making your first hire
-@toddgordonRIA on going from trader to advisor
-@sloaneortel on getting past stereotypes
-Profiles of @Askdbroot & @MindyDiamond
-@IanWenik & @donthateitsjake on PPP
citywireusa.com/registered-i…
David B. Root, CFP retweeted
The latest cover star for #CitywireRIA is @root_company chief executive David Root (@Askdbroot), who wants his firm to accumulate, not aggregate assets: citywireusa.com/registered-i…
David B. Root, CFP retweeted
As RIAs across the US set up shop in their own homes, Citywire's @Garlandgoeswest gives us an inside look at how they are adjusting to their new setups.
buff.ly/2J1Tupo
@noneal510
@ProcyonPartners
@ReformedBroker
@rchusker
@Askdbroot
@DynastyFP
@BlueOceanGW
David B. Root, CFP retweeted
Strong hire! Great job proactively risk managing this crash (before it happened) and protecting your clients hard earned net wealth
This Post is from an account that no longer exists. Learn more
David B. Root, CFP retweeted
After we sent out the article on quarantine quarters, a few more #RIAs sent in their new setups at home. @rchusker has more pets than me! Thanks to Shirl Penney of @DynastyFP, @Askdbroot and @CarsonGroupLLC!
Keep sending @CitywireUSA your photos:
citywireusa.com/registered-i…
David B. Root, CFP retweeted
Everyone reading this tweet. Retweet this or tweet it yourself but make sure to vote for Pouncey for man of the year. #WPMOY+Pouncey – at Pittsburgh, PA
David B. Root, CFP retweeted
'The World Just Woke Up To A Reality: Stagflation' app.hedgeye.com/insights/802… via @hedgeye
David B. Root, CFP retweeted
Did you know:
Iran’s Foreign Minister threatened to expose Western diplomats who took bribes to create the Iran Nuclear Deal
RT if this is the one threat they should follow through on!
David B. Root, CFP retweeted
Another great podcast from my Dynasty colleagues! lnkd.in/eqqbSRN
David B. Root, CFP retweeted
More assets on independent side of business now than wirehouses. Custodians flowing 100B net new per year from same and new store sales growth. Assets going only one way in industry. #RIA
Firms like @dynastyFP continue to pick off more sizable breakaway teams from wirehouses. Still, though, when wirehouse assets are in the TRILLIONS, the whole trend is just 1% - 3% in outflows?
"Wall Street Loses $25 Billion to One Firm as Advisors Flee" kitc.es/2VxLUXs
David B. Root, CFP retweeted
"We're not constantly fighting the Fed but trying to front run them, which is a much better place to be when you're when you're when you're trying to make and save some money," explains @KeithMcCullough.
app.hedgeye.com/insights/742…
David B. Root, CFP retweeted
GAME ON.
We are hosting our 2nd online "Investing Summit" starting Tuesday March 19. @KeithMcCullough will be sitting down with some of the smartest investing minds around. You do not want to miss this.
It's free.
Get access here: bit.ly/2XU0kn2
David B. Root, CFP retweeted
Our CEO Shirl Penney sat down with @rabbiweiner @AuthorityMag for a moving conversation on his story of “Grit and Success”, tips for aspiring entrepreneurs, and the key people in his life who helped him get to where he is today.
lnkd.in/g-J7zqB
