The Investment Advisor Checklist
Thinking about hiring an investment advisor? Here's a checklist of questions to ask.
Looking Past the Election
Dimensional Founder David Booth shares his perspective on how markets move forward regardless of who wins elections.
3rd Quarter 2024 Market Review
US stocks built on a strong first half, with many market indices at or close to record levels as the third quarter ended. But those gains came amid a spike in volatility unseen since the COVID pandemic.
Looking For the "Hot" Sector? Not So Easy!
The absence of a reliable pattern in sector performance supports an “own them all” approach. Holding stocks across all sectors puts investors in a position to capture higher returns where and when they appear.
Getting Through Short-Term Market Volatility
Recent stock market volatility over the last few weeks can by unnerving. Our message to clients -- we have a plan in place for you and your family that takes into account the market's ups and downs. You can focus on what's important to you, and we'll focus on our disciplined, long-term approach to meeting your goals.
Classic Quotes on Money and Investing
From Warren Buffett to Jerry Seinfeld, here are some of our favorites!