National Healthcare Decision Day

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If it has been awhile since you reviewed your estate plan (will, power of attorney, and advanced directives) it is possible that you may need to update your plan. While Federal estate taxes have changed and are no longer the driving concern an equally important part of your estate planning; healthcare planning; should not be overlooked.

National Healthcare Decision Day (NHDD), April 16-22, 2018, is an initiative to “inspire, educate and empower the public and providers ...

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7 Things To Do Right Now While Market Volatility Returns

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On Friday, the Dow closed down almost 600 points (2.34%) on trade war fears. However, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors and us seasoned investors have forgotten what volatility feels like and how panic-inducing those times can be.

Experience and evidence alike show us how severely volatile markets test investor resolve, sabotage otherwise solid plans, ...

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Turning Out the Noise

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Dimensional video: Turning Out the Noise takes viewers on a journey through the lost decade, featuring the media’s amplified coverage of headline events and pointing to the positive outcome that a disciplined investor could have experienced in the recovery.

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