Estate planning can be a little like going to the dentist. You never stop — it's more like hygiene than a project that gets completed. Both are important, but neither are particularly fun. If any of … [Read more...]
The Insights of Parenting: Your Wealth in Uncertain Markets
In the face COVID-19, political drama at home and abroad, and social unrest, it’s certainly been a summer for trying our poise, hasn’t it? For individuals who have ever been a parent or a child — that … [Read more...]
Wealth Management During Coronavirus: 8 Best and Worst Strategies
The utility of living consists not in the length of days, but in the use of time.— Michel de Montaigne For better or worse, many of us have had more time than usual to engage in new or different … [Read more...]
How the CARES Act Impacts Retirement Accounts
The recently passed Coronavirus Aid, Relief, and Economic Security (CARES) Act is a $2 trillion response to COVID-19. The bill is an emergency stimulus package designed to reduce the devastating … [Read more...]
Why ‘Safe Harbors’ Can Be Risky Business
We see it often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market, and into “safe harbor” investments such as bonds, bond funds, CDs, money markets, or … [Read more...]
Six Financial Best Practices for 2020
Are you ready to hit the ground running in 2020 with your finances? The new year is a great opportunity to think about annual goals and action items for the next 12 months. Here are six financial best … [Read more...]
Why Should You Diversify?
US stocks have outperformed international and emerging market stocks in recent years. Some investors might reconsider the benefits of investing in stocks outside of the United States. However, … [Read more...]
The Flat-Out Truth
Why do investors care about the shape of a yield curve? What is a yield curve? Check out this month's investor briefing which explores yield curves and investigates the empirical evidence … [Read more...]
Mutual Fund Landscape | Video
Source: Dimensional Fund Advisors … [Read more...]