What Is Asset Location?

You’re probably already familiar with the three most important factors in real estate: location, location, and location. Asset location is a similarly important, if less familiar best practice for keeping as much of your wealth as possible – after...

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Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It

In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking...

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Is Inflation Haunting Your Financial Dreams? Part 1: What We Know

Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do about it as...

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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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Trading vs. Investing

“You can’t invest without trading, but you can trade without investing. … hinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after the other.” — Jason Zweig Are...

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Good Advice

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment tools, you may wonder whether you still need a living, breathing financial adviser. You do. But with a twist. First, we need to redefine traditional financial advice – the kind that’s been...

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