Each quarter we look at the funds in our investment lineup as well available funds not in our lineup, that meet our investment criteria. As we began to do that this year, we came across this slide deck showing the performance of Dimensional Funds up until December 31, 2023. Take
The holiday season is a time of joy, celebration, and giving. However, with all of the holiday excitement comes the need for careful financial planning. Did you know that the average American spends almost $1,500 on gifts for the holiday season and many spend well over that?1 Add in travel
Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge because you need to ensure that you meet all the military’s qualifications and that you are taking full advantage of any veterans benefits coming your way. To celebrate National Veteran
As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National Financial Planning Month! Let’s use this month to celebrate the
The leaves are changing, the weather is cooling down, and football is finally back—there’s always a lot happening in fall. But wait, there’s more! September is also National College Savings Month, a time to celebrate the power of investing in education and securing a brighter future for our children and
PAYING YOUR KIDS AS A BUSINESS OWNER Paying your children may be one of the most underutilized tax strategies of small businesses owners. Yes, you can hire your children to work for you, and you’re able to pay them a legitimate wage. There are multiple planning opportunities that become available
In an engaging piece by David Booth, the founder and chair of Dimensional Fund Advisors, a critical question is raised – can artificial intelligence (AI) help pick stocks? With the advent of technology capable of processing vast amounts of data, many might be inclined to say yes. However, Booth offers
Knowing how much cash you have coming in and how much is going out is important, but knowing why and where the money is going is another level of awareness most don’t take the time to dissect. Whether you’re a business owner or non-business owner planning for retirement, having a
Unlocking Retirement Wealth: The Power of the Solo 401(k) and Backdoor Roth IRA When it comes to investing for retirement, there’s a plethora of choices at our disposal. The options may range from traditional IRAs, 401(k)s, and Roth IRAs, to lesser-known alternatives such as the Solo 401(k) and Backdoor Roth
In Today’s world, a world without pensions and worries about the future of Medicare and Social Security, saving for your retirement is a critical part of financial planning, and for many people, a 401(k) plan is a large component of that plan. A 401(k) plan allows individuals to save money