• Getting What You Pay For—and More 

    I especially appreciate Dimensional’s commitment to providing the most efficient and cost-effective service to investors because this mirrors my pledge to my clients. As I work with thriving retirees, family stewards, women in transition, and others, I am dedicated to providing value that goes far beyond simple execution of trades.

  • How the SECURE Act Will Affect Your Retirement

    Generally, the SECURE Act is welcome news; its provisions are primarily aimed at providing greater incentives for and access to tax-qualified savings plans for many Americans who previously didn’t have either. But there are a few provisions of the new law that are concerning to many of us in the financial planning industry.

  • Market Moments in Review — and What They Mean for 2020 

    The markets in 2019 are telling us, once again, to focus on the things we can control: asset allocation, diversification, disciplined rebalancing, and maintaining a patient, long-term strategy. These fundamentals may not sound as exciting as the latest financial headlines, but over time they will deliver the most reliable results.

  • Plan Ahead: Medicare Costs for 2020

    If all these different amounts and calendar periods seem confusing to you, you’re not alone. Fortunately, there are a number of free online resources that can help you wrap your mind around your Medicare choices and the various costs involved.

  • Global Trade: What It Is and Why It Matters for Your Portfolio

    In today’s global economy, issues like trade, international disputes, and the ins and outs of foreign companies affect everyone. This means that it’s important for all of us to have at least a basic understanding of global trade and economic issues. Let’s look at some terms that we hear frequently on the financial news and get a quick definition of each.

  • Qualified Opportunity Funds: The Risks of a Tax-Saving Opportunity

    Created by the Tax Cuts and Jobs Act of 2017, QOFs invest in projects at newly created Qualified Opportunity Zones. This federal program provides tax incentives for people to invest in projects that drive economic growth in economically distressed areas in the U.S.

  • Where You Invest Your Assets Matters — Here’s Why

    Because of the strict regulations the U.S. financial system imposes, financial planning firms and investment advisory offices must protect client assets with a custodian. Custodians safeguard the money, keep close track of it, and provide statements directly to clients.

  • Global Debt is Growing — Should We Be Worried?

    The first thing you think when you see those figures is that the world may be coming to an end. But surprisingly, most global economists are not worried by the growing levels of government debt.

  • After the IPO: Three Steps to Manage the “Peter Parker Principle”

    The key to handling this newfound responsibility is to have a plan in place. Let’s talk about the three vital first steps you must take now toward formulating a plan for your new wealth.

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