Oct
14
2021
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...
Sep
14
2021
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....
Sep
09
2021
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...
Sep
01
2021
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...
Jul
22
2021
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...
Jun
30
2021
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...
Apr
22
2021
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...
Mar
12
2021
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. ...
Feb
23
2021
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:
Feb
03
2021
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...
