December 31, 2019
While shopping recently, I was asked by a cashier how much she would owe in taxes on an IRA she liquidated. It was an interesting question on many levels.
December 31, 2019
Based on the daily news, it seems that there are aren’t enough warnings when it comes to financial crimes against the elderly. While some of the scams seem so obvious (Did you ever knowingly enter a lottery in Nigeria?), we react differently when we’re in the moment. You’re distracted, the phone rings, you hear the word ‘police,’ and you immediately go into crisis mode.
December 31, 2019
As clients know, we use several mutual funds offered by Dimensional Fund Advisors (DFA) when we build investment portfolios. Their passively managed funds are based on extensive research, that claims to identify certain company-specific attributes that lead to better performance over extended periods.
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