Are You Confused About Investment Costs? Part 1: Fund Management Fees

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to...

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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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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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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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