[VIDEO BLOG] The Cost of Waiting to Save


What To Do When You Win the Lottery

If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $640 million.

Dimensional Origins

Chairman and Co-CEO David Booth and others talk about Dimensional’s founding and its close ties to the academic community.


Applying Science to Investing

This video underscores how science and innovation not only impacts our health and communication but also what we know about investing and how money makes money.

Dimensional Introduction

A brief video introduction to one of our most valued partners, Dimensional Fund Advisors (DFA).


Stock Market Volatility is Your Friend

The progress pattern of the stock market is always “two steps forward and one step back”.  We have been telling clients for months that eventually there will be another stock market “correction”.  The S&P 500 posted an all-time high about four weeks ago and is down about 7.5% since then. 

Financial Planning for Your 20s

When you’re in your twenties, change is a way of life. You’re choosing a career, paying your own bills, getting your own place to live and perhaps making decisions about marriage and family.

Not Rocket Science

When the media raises the subject of beating the market through astute stock picking, the name Warren Buffett is usually cited. But what does this legendary investor actually say about the smart way to invest? 

Seven Ways to Fool Yourself

The philosopher Ludwig Wittgenstein once said that nothing is as difficult for people as not deceiving themselves. But while most self-delusions are relatively costless, those relating to investment can come with a hefty price tag.  Click below to read more…

Putting a Value on Good Advice

A new Vanguard research paper, Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, by Francis M. Kinniry Jr., Colleen M. Jaconetti, Michael A. DiJoseph, and Yan Zilbering, expands on the 2001 concept of Vanguard Advisor’s Alpha™, which outlines how advisors can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.

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We have a wealth of experience in the financial services industry.

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