Tiffany Bergland

Dimensional hosted Professor Marco Di Maggio, fintech and cryptocurrency expert to offer a deeper look into recent advances in digital currency and its impact on the global economy.  This is among the best webinars that I’ve attended all year! My personal key takeaway was their introduction to the Central Bank Digital Currency (CBDC).  It was interesting to

All-Time-High Anxiety Should investors be concerned when commentators are continually talking about how the markets are experiencing all-time highs?  I couldn’t agree more with Weston Wellington’s recent blog post on the topic.  To read the full article, click on the link below.

The Impact of Inflation The risk of ‘running out of money before running out of life’ is one that concerns most people, and with good reason.  The planning we do for today must take into consideration the price of goods in the future, or inflation.  Dimensional takes a closer look at the challenge of outpacing

It’s been said that we trade privacy for convenience.  The linked article regarding Amazon’s Echo and Ring devices is a reminder of our need to carefully consider what we may be sacrificing in terms of privacy and security when we opt to install devices that offer greater convenience. I encourage you to read through the

Lessons from 12 Months in the Market You may recall the email sent at the end of March regarding an invitation to the DFA webinar “Started from the Bottom, Now We’re Here:  Lessons from 12 Months in the Market” that was scheduled for April 1.  At that time we had indicated we would send a

Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial

Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many families put off

Dimensional’s 2021 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their past success. DFA 2021 Mutual Fund Landscape Overview<