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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Sailing with the Tides

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Jim Parker
Vice President   
DFA Australia Limited,
a subsidiary of Dimensional Fund Advisors LP

March 2018

OUTSIDE THE FLAGS

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

A mistake many inexperienced sailors make is not having ...

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Charitable Giving Under New Tax Laws

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No matter how the 2017 Tax Cut Jobs Act (TCJA) may alter your income tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. Nevertheless, it has been estimated charitable giving will be hit hard by the new tax law and donations might drop by $14 billion.

What’s Changed?

To ...

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The Current Market Decline in Context

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Right when we began to think markets only move upwards, the pendulum reverses. Unless your personal goals have changed, stay the course according to your personal plan. It never hurts to repeat this steadfast advice during periodic market downturns. We understand that thinking about scary markets isn’t the same as experiencing them. Fear is a completely normal response when something like this happens. Acting on those emotions, though, can end up ...

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Nine Experts, Four Surprises, and One Million Dollar Bet

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Weston Wellington

Vice President   

Dimensional Fund Advisors

 

January 2018

DOWN TO THE WIRE

In 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we gear up for the new year, we can look at several examples during 2017 that provide perspective on what guidance investors may want to ...

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2017 Market Review

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At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. The global equity markets defied their predictions, with major equity indices in the US, developed ex-US, and emerging markets posting strong returns for the year.

The broad global advance ...

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Seven Financial Best Practices to Jump-Start Your New Year

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Happy New Year! Now that 2017 is a wrap, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for the new year. Want to get a jump-start on it? Here are 7 financial best practices to energize your wealth management efforts.

  1. Save today for a better retirement tomorrow. Are you maxing out pre-tax contributions to your company retirement plan? Taking full advantage of ...
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