The ABCs of Education Investing

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With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses.

Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue.

THE CALCULUS OF PLANNING FOR FUTURE COLLEGE EXPENSES

According to recent data published by the College Board, the annual cost of attending college in the US in 2017–2018 averaged ...

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What Is the Yield Curve?

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… the Treasury yield curve continues to flatten—historically, a harbinger of a slower economy. The spread, or difference, in the yields of the Treasury’s two- and 10-year notes, to under 20 basis points, is the smallest since July 2007…  Barrons Up & Down Wall Street Column 8/27/18

 The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)!

Headline-grabbing yield curve commentary somehow sounds important, ...

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Diversification: Alternatives – Risk Reduction or Added Complexity and Costs

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If there’s one thing you can count on, both in life and investing, its’ uncertainty. That’s why we save and invest to begin with. We save and invest today, hoping our money will grow. We act on our aspirations for a bright financial future, but we never know for sure.

It stands to reason, then, if there were a credible, evidence-based way to ...

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Sustainable Investing

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If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try to earn decent if not stellar returns, while contributing – or at least causing less harm – to the greater good?

But is this a new and better way to invest for the greater good or just another marketing ploy from failed active managers trying to ...

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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 about the importance of ...

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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, and just plain hurt. ...

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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 ...

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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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