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.

Pandemic Fatigue

Pandemic Fatigue

Back in January 2020, I sat down to draft some personal and professional goals for the year, as I know many people do. Pencil and paper in hand, super pregnant, I neglected to add “navigate a global pandemic” to my list of hopeful future achievements. At the time, I was

Presidential Elections- What Do They Mean for Markets

THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE.  It’s almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days surrounding the vote. In financial circles,

Elections and the Stock Market

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,

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.

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

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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