Please use the link below to read an article prepared by Dimensional Fund Advisors:
This Has Been a Test: Developing a Financial Plan You Can Stick With
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On April 2nd, President Trump announced unprecedented global tariffs that sent shockwaves throughout the global markets. As a result, the S&P 500 lost over 10% in two days. Though we have experienced volatility like this in the past (i.e. 1987, the Financial...
In Episode 5 of the “Building Your Wealth Bridge” podcast, our advisors discuss the following: • William E. Will, CFA, Financial Advisor, speaks on the recent tariffs making headlines and offers some historical perspective on news events of the past and how...
This is a friendly reminder that the deadline for 2024 IRA contributions is April 15th, 2025. Here are a few questions to ask yourself before contributing: How much am I able to contribute this year? Will I be able to deduct my contribution? Am I over the...
