Sticking to Principles
We're pleased to share Dimensional Fund Advisors' most recent Perspective - Sticking to Principles.
The CARES Act: How it May Affect You
On March 27, 2020, Congress passed the CARES Act to help offset the financial hardships of the COVID-19 pandemic. Here's a brief summary of three areas addressed by the CARES Act that may impact you and your family.
Why has indexing become so popular?
The rise of investing strategies that track the markets, rather than look to outperform them, has dramatically transformed the capital markets and the changed the way many individual investors think about their portfolios. Here's why...
Don't Forget Indexing's Other Benefits
While strong performance relative to active management has driven the growth in indexing’s popularity, there are lots of other reasons to embrace index funds as part of your portfolio. Let’s look at a few of them.
How Value Added Indexing began...
In our early days, we told anyone who would listen that we were going to implement financial plans using funds that tracked the market’s performance – not beat it. Boy did we get a lot of grief!
What Does the SECURE Act Mean for Your Retirement?
The SECURE (“Setting Every Community Up for Retirement Enhancement Act”) offers several adjustments to current laws surrounding retirement. Let’s go through the 3 major changes that may impact your retirement planning.