Resources and Stories for Real People
Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.
Elections and the Stock Market
The market continues to reach new highs although many stocks in the S&P 500 are still below their previous highs. For example, as of this writing, 40% of S&P 500 stocks are 20% below their highs. The market is reaching new highs on just a handful of stocks; including Microsoft, Facebook, and Amazon, etc. In recent days we have been
College Planning: 529 College Savings Plans
As a parent, you want the very best future for your children – but what happens when that future comes at a substantial cost? If you dream of a private school college education for your kids, it just might.
Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging
THIS ARTICLE ORIGINALLY APPEARED ON DIMENSIONAL.COM. PLEASE CLICK HERE TO READ THE ORIGINAL ARTICLE. Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested upfront, DCA spreads out investment contributions using installments over time. The appeal of DCA is the perception that it helps
Bulls, Bears, and Long-Term Benefits of Stock Investing
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. From 1926 through March 31, 2020, the S&P 500 Index experienced 17 bear markets or a fall of at least 20% from a previous peak. The declines ranged from —21% to —80% across an average length of
Are You Ready to Upsize?
Five Considerations Before You Purchase a Larger Home A lot has been written and discussed over the years about the benefits of downsizing your home when you reach a certain point in your life, typically retirement or when your grown children move out. However, there are many people in a different phase who are currently facing the exact opposite scenario
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The Millionaire Within
Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.
Begin Your Journey
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