Weekly Newsletter

Warning labels serve a crucial role in keeping us safe. They inform us of the potential dangers of a product or activity and help prevent accidents and injuries. For instance, a warning label on a bottle of cleaning

When it comes to investing, one of the most effective ways you can maintain your desired level of risk and return is by rebalancing—adjusting the

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience.  For many people, retirement income may come from

Today’s post is courtesy of Dimensional Fund Advisors – David Booth, Chairman and Founder One of the best things about markets is that they don’t

Introduction This month, Princeton academic, writer, and professional investor Burton Malkiel has released the 50th anniversary edition of his renowned book A Random Walk Down

Introduction Investors have been grappling with the safety of their investments in the traditional financial instruments like stocks, bonds, mutual funds, ETFs and other alternative

Introduction Investing can be a challenging and intimidating endeavor, even for those with a wealth of experience in the field. One tool that can be

Introduction The beginning of a new year is the perfect time to make clear-cut resolutions that can help you improve your life and finances and

Investor Worry and Recessions Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate

Introduction Last week, we discussed how it is common for investors to be unaware of the competing philosophies regarding investing. Active investing is a type

Introduction Many investors are unaware of the competing philosophies regarding portfolio and fund management. One is known as active investing, and the other is called

Introduction As the year winds down, you may be more focused on wrapping up projects and making sure you’re ready for the holiday season. The

Introduction Many people are confused about the probate process. They hear terms like “probate court,” “intestate,” and “testate” and wonder what they mean. Probate is

Introduction According to 2020 data from the Bureau of Labor Statistics the number of years that wage and salary workers stay with their current employer

Bond Prices May Not Matter as Much as You Might Think They Do While swift bond price declines can be frustrating, it’s important to remain

This past week The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up

If you have an IRA, this is not what you want to happen–an incomplete or missing named beneficiary. This is more common than you think.

Investing and planning is a lot like cooking—you must have the right ingredients and know how to use them in a way that yields the best results.

It’s easy to get caught up in the excitement of new technology, but it can also put you at risk. Scammers are always looking for ways to trick people into giving away their personal information or money, and new apps like Venmo and PayPal make them even easier targets.

It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for re-election.

There’s no doubt about it: investing in times of volatility can be downright unsettling. It can seem that the market is in a continuing and constant free fall with no bottom in sight.

If you’re like most people, investing may not be your favorite activity. You might find it confusing, overwhelming, and maybe even frustrating.

There is a better and more prudent way to invest. In a recent interview with CNBC, CEO of Franklin Templeton Jenny Johnson made the following

By Wes Crill, Head of Investment Strategies, DFA US Ballentine Capital Advisors This week’s post is from Wes Crill, the head of investment strategies for

Labor Day celebrations begin this weekend with cookouts, gatherings, and a wind down from the busy summer. Labor Day is part of our American heritage

Introduction Last year we wrote an article about the Eight Timeless Principles of Investing. Due to the current state of the market and economy, it

Some financial firms probably need to do a better job of communicating with investors to ensure they know exactly what is happening in regards to

Introduction Investing to lower taxes and maximize tax-efficiency can help you build your wealth When it comes to building wealth, tax-efficient investing is one of

Introduction The recent months have been filled with bad financial news as inflation rates have climbed and market volatility has impacted investor’s portfolios. The financial

Introduction Making the right financial decisions is just as important as making any other major decision in life. It can be difficult to know what

Introduction Who can remember the 1970s? The 1970s were a time of high inflation. The economy experienced a period of stagflation, which is when there’s

Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over,

Have you ever taken a close look at paper money? Each U.S. bill has the words “Federal Reserve Note” imprinted across the top. Many individuals

What an “interesting” week. In a move unseen since 1994, the Federal Reserve has taken an aggressive stance toward inflation by raising the key interest

What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to

Knowledgeable investors are aware that investing in the capital markets presents any number of risks, including interest rate risk, company risk, and market risk. Risk

Expectations vs. Reality Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time.

One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be

Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in