The Patience Principle
The following article is provided by Jim Parker, Vice President of Dimensional Fund Advisors on the importance of patience during...
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Jul 23, 2021
The Opportunity Cost of Saving to a 401(k) Can Be Millions
The following blog was written by Robert Schmansky, CFP(r) and originally published by Forbes. One of the reasons that very few...
Jul 23, 2021
2014: Patience Pays Off
Below is an article on 2014 and media pundit performance written by Weston Wellington. Forecasters often cite a figure of 8%–10% as a...
Jul 23, 2021
DFA: Heat of the Fire; Investor Fire Drill
The following article from Brad Steiman of Dimensional Fund Advisors covers what investors should think about today before the next...
Jul 23, 2021
Tax-Loss Harvesting is not an Integrated Income Tax Plan
Incorporating taxes with an investment plan is one area most investors want assistance with from a financial advisor. Lately, there has...
Jul 23, 2021
The Benefits of Diversifying Beyond US Total Market Indexes
This article originally appeared at Forbes as It Pays to Diversify Beyond the S&P 500 by Robert Schmansky, CFP®. Investors often ask if...
Jul 23, 2021
Benefits of Including Flexibility
This article originally appeared at Forbes by Robert Schmansky, CFP®. Following a rigid ideology can present weaknesses in life and an...
Jul 23, 2021
Future Testing
Much financial news purports to be about the future but is really just an account of the past. As a result, many investors project what...
Jul 23, 2021
How Can I Beat the Market?
Want to know how to beat the market? “Sure,” you may say, “it’s possible. If I spent my every waking hour researching undervalued...
Jul 23, 2021
The Importance of Integrating Tax and Investment Advice
As an advisor who works in taxes, it is interesting, and at times infuriating to see the costs some brokers will impose on their client’s...
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