Have you ever gotten a surprise call from your tax preparer telling you that a large tax payment is due, and you only have a few days to make the payment? Well, through tax planning, you might be able to mitigate the frequency of these last-minute tax payments. Majority of
Tax Planning for Year End 2017 Although nothing is certain, Congress appears to be getting closer to enacting significant federal tax law changes that would take effect for 2018. Based on what we know today, the standard deduction amounts will be doubled from current levels and personal exemptions will be
I think this one graph shows why we use DFA’s methodology. I believe DFA’s evidence-based approach, has worked, is still working, and should work in the future. In investing many costs are hidden, and DFA’s low turnover approach handily beats most higher-cost investment options (even if that cost is hidden
We received a really good question that I wanted to share with all of our clients and those who follow us online. âAn old and trusted indicator in the bond market is warning about possible trouble ahead in the economy and the stock market. What should I do?â In the
One of the leading sources for large institutional endowments and pension fund managers is the trade journal Pensions and Investments. It recently featured Dimensional Fund Advisors in its publication link here. I think this article speaks highly of Dimensional Fund Advisors’ methodology, results, and future prospects. The article highlights several
Dear clients, I hope your summer vacations are going well and that you are enjoying time with your families. I wanted to give you a brief update on the quarterâs performance and provide some links to our ever-evolving website and blog. We recently posted some content that you might enjoy; the links
âFinancial PlanningââŠ. Such a scary term. Many people hear those words and have one of two reactions. âFinancial Planning? Yeah, I know the basics, but it just takes so much to get it going, Iâm not sure itâs worth it. I also donât have the time to be online all
For many people the subject of investing is dry and dull, but these top 10 finance movies portray real life events in a way that is educational and entertaining. My takeaway from most of these movies is that greed runs amuck in markets and the best way to win is
Should I buy a hedge fund? âAccording to The New York Times, investors are flocking to funds that mimic hedge fund strategies â like long/short and global macro â hoping the extra diversification will help them avoid getting wiped out again. (Alternative bond funds are especially popular this year, as
Itâs a fact that todayâs company retirement system is failing small business employees. According to Chad Parks, CEO of Ubiquity Retirement, “Sixty-seven percent of small businesses don’t offer retirement plans.â Depending on which study you look at “most employees have less than $10,000 in personal savings, people are bound to