5 Reasons for a Passive (Buy and Hold) Investment Strategy

5 Reasons for a Passive (Buy and Hold) Investment Strategy

Studies have shown that it is highly unlikely investors will be able to exploit market inefficiencies after accounting for the expenses of the effort. If the majority of investors understood the true benefits of a buy-and-hold strategy, some of...

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3 Questions to Ask Your Prospective Financial Planner

3 Questions to Ask Your Prospective Financial Planner

Whether you enjoy managing your own finances or not, most of us, at some point, would benefit from hiring someone with more training and experience. But with so many prospective advisors vying for our attention, sorting through the choices...

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5 Tips to Start Saving Money

5 Tips to Start Saving Money

Are you a saver or a spender? Savers love to save and even get excited about the prospects of having money put aside. Unfortunately, many of us fall into the spender category. If saving money doesn’t come naturally to you, you...

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Term Life Insurance vs. Whole Life Insurance

Term Life Insurance vs. Whole Life Insurance

With all the available life insurance options, it can be confusing to understand which type of coverage is right for you. Here is what you need to know. What is Term Life Insurance? Term life is an insurance policy that features...

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Secure Your Financial Future with Fischer Investment Strategies

"Work hard, but play harder,” advises Ted Fischer, of Fischer Investment Strategies in Westlake Village. “Seriously, I believe you need to enjoy what you do in life. If you do, it is no longer work. People are not dumb....

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Dimensional at 40: Timeless Lessons from My Decades in Finance

By David Booth, Executive Chairman and Founder Early in my career, I was lucky enough to work on one of the first index funds. It was an incredibly exciting time, because before that the only equity option for investors was to...

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The American Rescue Plan Act of 2021: Understanding The 2021 Recovery Rebate Stimulus Payments

The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.” That’s the quick take. But what’s...

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A Reminder of IRA, Roth, or Backdoor Roth Contribution

Please don’t miss out on the opportunity to maximize your IRA contribution for the 2020 tax year. Funding your IRA prior to April 15, 2021 may help you qualify for tax benefits and potentially increase your opportunity for higher returns. ...

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Think Investing is a Game? Stop.

Have you heard about the recent Game Stop stock craze in the media? If so, you might enjoy reading this article by DFA. It exposes the reality of speculative trading and it’s consequences. Click the Link Below to Read:

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Cryptocurrency: What’s It All About? Part 1: Understanding Cryptocurrency

It’s hard to scan the financial headlines these days and not spot at least one call to action related to Bitcoin’s latest moves. Has all the attention given you cryptocurrency fever, or are you at least wondering what it’s...

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