Wealth Management Educational Articles

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.

Markets aren’t about politics or policy, or even the economy. They comprise the major companies of the world, all of which have a vested interest in efficiently and profitably producing the goods and services we need.

The third week of October has been designated as National Estate Planning Awareness Week. Estate planning is a vital component of every financial plan, regardless of the size of an estate. Unfortunately, the need for estate planning is commonly overlooked. This often results in wasted dollars and emotional hardship that could otherwise be minimized with proper advance planning and action.

The most popular measurement of 401(k) plan success is participation rate. We consider a high participation rate to be 90% or better. While participate rate is a good first step, it is only one of many ways to measure.

Many investors question the benefits of diversification and ask what they should do when an investment strategy performs poorly.

As a 401(k) plan sponsor, you have the option to delegate fiduciary responsibility for investment-related decisions. In doing so, it is imperative to make sure that a specific type of advisor be hired, known as a 3(38) Investment Manager.