Blogs and More

As we head into the holiday season, it's time to check off your year-end financial planning items.

Nora and Michael join us as Client Service Associates, dedicated to ensuring that our client experience remains top notch.

Dimensional Founder David Booth shares his perspective on how markets move forward regardless of who wins elections.

Are you being hit by friendflation as the cost of socializing goes up and up? Here's how to keep both your friendships and your wallet intact.

Shari's book, Maximize Your Return on Life, has helped countless people learn how to invest their time and money in what they value most. Join us on 11/13 from 3-4:30pm for a community workshop at ALTAR. Shari will cover exploring your early & profound memories of money, identifying your Core Values, the Key to Financial Happiness, and more! All guests will receive a signed copy of her book.

Dimensional's Founder and Executive Chairman David Booth on why "having a healthy 'wealth span' is about more than accumulating money."