News and Commentary
Industry Events & Professional Development
For the Love of Paddle
The Dupre Keating Group is proud to support For the LOVE of Paddle, benefiting Unite for HER. đź’—
2026 Janney ELITE Conference
Dawn Dupre, Megan Keating and Josh Dupre attended Janney’s 2026 Elite Conference & Teaming Summit in Philadelphia, where they collaborated with peers from across the firm to share best practices and explore innovative ways to enhance client service.
Janney Women Advisors Forum
In September 2025, Dawn, Megan and Sarah participated in the 2025 Janney Women Advisor Forum in Philadelphia, collaborating with peers in the firm around best practices for delivering exceptional client service. Dawn served on the panel focused on how to attract and retain clients.
Special Accolades
2026 Faces of Philadelphia
We are proud to share that we have been recognized by Philadelphia Magazine as The Face of Financial Planning
2024 Faces of Philadelphia
We are proud to share that Dawn has been featured in Philadelphia Magazine as The Face of Financial Planning
Dawn Dupré Featured in InvestmentNews
Managing Director Dawn Dupré was recently featured in InvestmentNews discussing how financial advisors can help widowed clients navigate the financial and emotional challenges that follow the loss of a spouse. In the article, Dawn shares her perspective on leading with empathy, helping clients prioritize immediate needs and providing steady guidance as they regain confidence in making financial decisions. Her insights reinforce the importance of providing compassionate, personalized support during one of life's most difficult transitions.
Meet The Dupre Keating Group
Video: Meet The Team
For over 40 years, our team has been dedicated to helping our clients meet their financial goals. Learn more about how we can help you build the future you deserve, one smart financial decision at a time.
The History of our Team
With more than 150 years of combined experience helping families uncover and plan for their life goals. Learn more about the origins of our team and how we've grown through the years.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
August 19, 2026
The Dupre Keating Group is proud to support For the LOVE of Paddle, benefiting Unite for HER. đź’—
On October 19th, women from across our community will come together at Aronimink Golf Club for a day of paddle, connection and philanthropy — all in support of Unite for HER and its mission to enrich the health and well-being of those diagnosed with breast and ovarian cancers.
We are honored to support this special event and the meaningful work Unite for HER does for individuals and families in our community.
We hope to see you on the courts!
Learn more about For the Love of Paddle:
https://uniteforher.salsalabs.org/FortheLoveofPaddle/index.html
Learn more about Unite for HER:
https://uniteforher.org/
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
