The 50-Year Battle for a Better Way to Invest
David Booth, Executive Chairman and Founder of Dimensional, writes about the differences between index investing and Dimensional Investing.
Climate Change and Your Portfolio
A few clients have asked about how climate change may affect their portfolio, and what we as advisors can do to mitigate risks. Will today’s macro global trends change how the market behaves in the future?
Cybercrime Part III: How to Prevent and Deal with Data Theft
We delve into how to protect yourself against fraud, and what to do if it happens to you or your loved ones.
GameStop and the Efficient Market Hypothesis
Recently, investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks and rewards.
Cybercrime Story Part II: Looking for Love (in All the Wrong Places)
Fraud directed toward the lonely and vulnerable can happen regardless of age, education, or circumstances. Fraudsters take on different shapes to take advantage of others.
Cybercrime Story Part I: True Tales of Fraudsters Preying on Homebuyers
Buying a home is one of the most expensive purchases you’ll ever make. It’s also one of the most emotional, which makes it ripe for fraud.
Stocks Know COVID Will Disappear Someday
One major theme of the year was the perceived disconnect between markets and the economy. How could the equity markets recover and reach new highs when the economic news remained so bleak?
Tax Loss Harvesting
Harvesting tax losses is a brilliant wealth-creating technique. Selling your loss positions is a sure way to offset gains realized during the year and stockpile losses for future years. Capital losses in excess of capital gains can reduce other income by $3,000; any excess loss is carried forward for use in a future year. Remember […]
The POTUS & the Stock Market
Here is an interactive graphic showing economic and stock market data for each president since Hoover in 1929.
RMD Updates for 2020
Two significant rules have changed the RMD landscape for 2020.