Blog
Mars got it! You got it too!
Two months into the new year and we are starting to see the light at the end of the tunnel. The vaccine roll-out that started earlier this year will most likely gather speed in the months ahead. Many of the S&P 500 companies who...
Read MoreAnnual Beneficiary Designation Review
When a client opens a new investment account, the application usually has a section where the beneficiary or beneficiaries are designated. In this section the client has the choice to add those persons who would inherit the monies upon...
Read MoreYear-End Planning
As the year comes to an end, it is always a good time to consider what steps you can take to preserve and grow your wealth as well as manage your taxes. Savings is an important component to attaining your goals and enjoying your...
Read MoreFocus on what you can control
When volatility increases, we encourage you to focus on what you can control: create an investment plan that fits your needs and risk tolerance diversify your portfolio, globally manage expenses, turnover, and taxes stay disciplined...
Read MoreYour Investment Portfolio During an Election Year
With the U.S. Presidential elections fast approaching, you are going to be inundated with recommendations and opinions on how to position your portfolio for the next administration. Barron’s, the Wall Street Journal, television...
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Inside Dimensional Fund Advisors
Our organization has always looked to provide a great client experience. To accomplish this objective, we work closely with firms that share our view on markets and investing, including Dimensional Fund Advisors, a global investment...
Read MoreMutual Fund Landscape - Dimensional Fund Advisors - Video
Dimensional’s 2018 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage...
Read MoreWhy Financial Advisors Are Still Important
With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live...
Read MoreHere's the Prescription - December 2018
As much as I value the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause. Take, for example, a friend of mine, who was experiencing some troubling medical...
Read MoreTuning Out the Noise - Video
With the third quarter behind us, the S&P 500 Index continues to reach an all-time high, but we must not forget that there will be ups and downs like we saw in 2000 with the Internet stock bubble or in 2008 with the global financial...
Read MoreSummer 2018 News
Only one month from the end of the summer, we would like to inform you of what we did last months. We have been busy! First of all, we are pleased to inform you that our company has been growing steadily since the beginning of the year...
Read MoreThe ABCs of Education Investing
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important...
Read MoreAlternative Reality
Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce volatility without reducing expected...
Read MoreThe Tao of Wealth Management
The Chinese philosophy of Taoism has a phrase for this: “wei wu-wei.” In English, this translates as “do without doing.” It means that in some areas of life, such as investing, greater activity does not...
Read MoreE+R=O, a Formula for Success
AN ENDURING INVESTMENT PHILOSOPHY Investing is a long-term endeavor. Indeed, people will spend decades pursuing their financial goals. But being an investor can be complicated, challenging, frustrating, and sometimes frightening. This...
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