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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 […]

Top Cybersecurity Tips for Vacations Do you have travel plans as we enter into the holiday season?  If so, the attached article provides some great tips to keep you cyber savvy and safe.  Between limiting your devices, securing your internet, avoiding public computers, and being very selective on what is shared on social media, there

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

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

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 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

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