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Financial Planning Tips for Physicians

Highlighting the fee-only fiduciary difference, using comprehensive planning, and investing with evidence-based options, this whitepaper discusses crucial financial planning tips specifically for physicians and other medical professionals. Financial Planning for Physicians

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The Wealth Management Guide for High Net Worth Individuals and Families

Addressing the wealth management process, the types of wealth management professionals, and investment philosophies, this whitepaper serves as the ultimate resource for high net worth individuals or families seeking wealth management. The Wealth Management Guide for High Net Worth Individuals … Continue reading >

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Why Should You Diversify

When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. Why Should You Diversify_

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The ABCs of Education Investing

This article from Dimensional explains that to reduce the expected costs of college expenses, parents can invest in assets that are expected to grow their savings at a rate of return that outpaces inflation. By doing this, college expenses may … Continue reading >

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The Tao of Wealth Management

Jim Parker, the vice president of Dimensional Fund Advisor Australia, reflects on how the path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors … Continue reading >

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Lessons for the Next Crisis

This article from Dimensional addresses the benefits of being invested for the long term over the short term. It’s essential that investors have a plan before investing so that they stay the course during all market cycles, especially downturns. Lessons … Continue reading >

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Quit Monkeying Around!

In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average … Continue reading >

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Why Should You Diversify?

  by Steve A common theme throughout the history of this blog has been the importance of diversification as a construct of an investment strategy. Attached here is an article provided by our mutual fund partner, Dimensional Fund Advisors, to … Continue reading >

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