The Coronavirus has infected our life in many deeply personal ways. Our lives are disrupted by quarantine, a stay-in-place order, and more people are getting sick. The stock market has been incredibly volatile.
Read More
What is smart investing? In a nutshell: take cutting-edge financial science and apply it to real world investing. The best mutual fund companies that apply this intelligent, evidence-based strategy are Dimensional Fund Advisors and Vanguard.
Read More
If there’s one thing Dimensional Fund Advisors (DFA) is unlikely to ever be accused of, it’s having a flair for the dramatic. Then again, that’s why we find their objective insights so appealing, such as this lead-in to their recently released 2018 Market Review…
Read More
Tickle Me Elmo, Troll dolls, Pokemon Go, Fidget Spinners. What do these things have in common? They were fads that caused an uproar then died away just as quickly.
Read More
With 2017 in the rearview mirror, we’re pleased to reflect on – and share with you – a newly released Dimensional Fund Advisors 2017 Market Review.
Read More
If you aren’t aware of the roller coaster the market has been on these past few years, you’re probably living under a rock. And since talk of the markets often makes us want to go find said rock and tune out the news, why not get a little help?
Read More
Let’s talk New Year’s Resolutions. So many of us seem to have a love/hate relationship with them. Every year, we create these lofty goals, only to push them to the back of our minds by April (okay fine, February).
Read More
There’s always been some kind of starry-eyed dream around the idea of making a big payoff in real estate investing. I’d say about half my clients have floated a real estate idea in one form or another to me over the years.
Read More
Need a place to park your cash and earn some interest? Any money to be used in less than 2-3 years needs to stay out of the stock market, period. The stock market is simply too volatile for such a short-term time frame.
Read More
When do you want to retire? Maybe a “soft-retirement” into part-time consulting at 50? Or a more traditional 65, or maybe even 70-ish if you love your work.
Read More
Let’s be real. It’s tough to be on top of every aspect of your finances. Hell, sometimes it’s hard enough to remember to pay your bills on time (automatic bill pay linked to a credit card may do down as this century’s best invention!).
Read More
When you look at your overall financial picture, what do you see? Do you see a unified, strategic, and focused portfolio where every piece of the puzzle works together to build wealth towards your financial life goals?
Read More
If you were to create a list, in order of importance, of the different parts of your life, where would “getting your financial shit together” fall? Building a sound financial house should be damn near the top, especially if you have a family that relies on you.
Read More
How did you vote last November? Did you make your decision based on party lines or perhaps due to personality? Or, did you vote with your wallet because you were worried about your personal finances? If so, you aren’t alone.
Read More
Here’s a simple guide for how to consolidate your old IRAs or 401(k)s from previous employers in one place so you can spend your time focusing on what really matters to you.
Read More
Right now we are experiencing the second longest bull market in US history. A year ago we moved into that position when we overtook the post-World War II bull market. This can’t continue forever.
Read More
Cashing out a 401(k) may seem harmless, but once you look at the numbers you can see how much it’ll hurt your pocketbook in the future.
Read More
Are the recent news reports of all-time stock market highs keeping your money on the sidelines? But, could keeping those extra Benjamins in your account be costing you money in the long-run?
Read More
Many people wait until the end of the year to try to minimize their tax bill, but why wait? Take a proactive approach and start working on lowering your annual tax bill at the beginning of the year.
Read More
If you are rolling over an old 401(k) to open your IRA, the type of account you choose will have considerable tax implications.
Read More