Please use the link below to read an article prepared by Dimensional Fund Advisors:
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Over the summer, we started a new podcast series that is available on our website and on our YouTube channel (available soon on Spotify as well). Below is a clip from our most recent podcast episode where we discussed markets during elections and the investment...
IS NOW THE TIME TO REVIEW YOUR MEDICARE PLANS? When it comes to joining or switching Medicare plans, there are three different enrollment periods to consider: Initial Enrollment Period (“IEP”) When you first became eligible for joining a Medicare plan....
The best shift I have seen in the financial advisory industry is that we are moving away from selling products to providing advice. Value does not only come from the services your firm provides; rather, the ability to identify outside solutions that are...
