Tiffany B. Ballard, MSPFP, CFP®, AIF®

NAPFA-Registered Financial Advisor, President & Principal

4Q24 DFA Quarterly Market Review

The DFA Quarterly Market Review for Q4 2024 provides an analysis of global capital market performance and significant events during the quarter. Below is a summarized overview: Market Summary: Global equities were mixed, with U.S. stocks outperforming international and emerging markets. Bonds saw rising interest rates, leading to mixed returns across segments. Commodities faced a

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Important Update: Beneficial Ownership Information Filing Requirement

As part of the Corporate Transparency Act passed in 2021, many businesses, including LLCs and real estate holding entities, are now required to file Beneficial Ownership Information (BOI) with the Financial Crimes Enforcement Network (FinCEN). Who Needs to File? FinCEN estimates that approximately 32 million entities, including the most commonly held businesses, LLCs, which are

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3Q24 DFA Quarterly Market Review

The Quarterly Market Review is now available. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios

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