Tax Planning in Turbulent Time Part 3: Tax-Wise Financial Planning

In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves....

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Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques

In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one...

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Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade

Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little...

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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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