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!
Zap Your Energy Zapper
It’s a new year and I have a new question for you!
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.
Living in Fear of a Market Downturn?
Dimensional Fund Advisors’ David Booth on why you should change the way you think about investing
"Value Added" Part 1 - The Financial Plan
A successful financial plan always begins with listening. It allows clients to articulate their goals and gives us a comprehensive understanding of their resources and financial situation.
Time to Check in on Yourself
Sam was at a coffee shop and politely asked Ms. Miller at the next table if she minded if he made a quick call. She told him sure, go ahead. Sam proceeded to call Mr. Jones.