DCS Wealth

Jay B. Barclay, CFP®, Financial Advisor

DCS Wealth helps our clients build, manage and protect their financial assets while staying focused on their values, goals and dreams.

Market Watch

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Markets at a Glance

An overview of today's market performance
Charting

Real-time equities charts, trend lines, and over 15 technical indicators
Portfolio

Track news, trends, and influences for your holdings

Newsletters

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

A Grand New Contribution

If you were waiting for the day when you could sock away some serious dough in your individual retirement account, the time has arrived.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

More Newsletters →

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory Services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through DCS Wealth Advisory Services, LLC.

DCS Wealth Advisory Services, LLC is not affiliated with

1st Global Capital Corp.

We currently have individuals licensed to offer securities in the states of IN, AL, CT, FL, GA, IA, IL, MD, MA, MI, MO, NY, OH, RI, SC, TX and WI. This is not an offer to sell securities in any other state or jurisdiction.