Posts by Stephen

One reason many people feel uncomfortable about their financial future is they have not developed a financial vision for themselves. Not having a plan can adversely affect how individuals spend or save their money.

Concerns about market downturns certainly come as no surprise, but the timing around when to invest in the stock market should be governed by a holistic plan anchored to your goals that considers a wide range of potential market outcomes.

Instead of chasing investing perfection, stay true to your evidence-based, long-term investment plan, which is built both on your individual goals and to withstand many rounds of market cycles.

The Dimensional Fund Advisors (DFA) US tax-managed funds listed in this article will be converting from a mutual fund structure to an exchange traded fund (ETF) structure.

At its peak, a single tulip bulb could be worth thousands of florins, a gold coin of varying weight and purity. Like the tulip trade centuries ago, markets have provided examples of this type of extreme asset bubble in recent decades and even in the first few months of this year.

The Internal Revenue Service (IRS) recently reminded taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts.

Conversations about multigenerational planning begin with the first generation. The success of an estate plan can depend on whether the details of that plan have been properly communicated to family members. Therefore, it is helpful to be educated on how the estate plan works, proper steps to take and how wealth will be transferred to following generations.

As the year 2020 ends and 2021 begins, it is a great time to think about planning ahead to maximize tax savings and stay on track to meet your personal financial planning goals.