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 MoreTickle 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 MoreWith 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 MoreLet’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 MoreThere’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 MoreLet’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 MoreIf 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 MoreHow 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 MoreCashing 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 MoreAre 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 MoreMany 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 MoreIf you are rolling over an old 401(k) to open your IRA, the type of account you choose will have considerable tax implications.
Read MoreWho would have thought that 2016 would astound us all by delivering mostly way-awesome annual returns? And guess which asset classes took off like a SpaceX rocket launch?
Read MoreAfter more than two decades working with investments and finances, I am convinced that in investing, the simpler, the better.
Read MoreAll advisors want to tell their clients that their particular choice of investments outperforms the investments of their competitors. Yet, how can that be true? How can all advisors, in aggregate, be above average? It’s simply not true over the long-term.
Read MoreI’ve narrowed down my core investment philosophy, knowledge and 30+ years of investing experience into 10 simple rules for how to invest and build wealth.
Read MoreLet’s get your financial house in tip-top shape. The sooner you get it all together, the better you will own your financial future and build wealth. Here are some of our best tips to help you order your financial world:
Read MoreWhen life gets crazy (like it always does), your financial future tends to slip down the priority list. How can you make sure you are on track to build wealth and hit each and every financial goal?
Read MoreAs the name implies (with the subtlety of a sledge hammer), evidence-based investing means viewing capital markets from the perspective of a professor of finance. We use the science of investing as our guide to building wealth.
Read MoreLet’s face it, investing is filled with lots of jargon and complexity. There is so much information out there that you can be overwhelmed by it all. Let’s simplify the process.
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