Sailing with the Tides

Posted by:

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 ...

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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 be clear, the TCJA has not ...

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