07
Jul
Blog
22
Jun
Tax & Estate Strategies for Married LGBTQ+ Couples
In this age of marriage equality, there are new possibilities.
Provided by Zachary H. Armstrong, CFA
The 2015 Obergefell v. H...
10
Jun
Are You Ready for the Second Act of the S.E.C.U.R.E. Act?
Some potential benefits of the Securing a Strong Retirement Act.
Provided by Zachary H. Armstrong, CFA
Recently, you may have...
12
Apr
Qualified Charitable Distributions
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.
Provided by Zachary H Armstrong, CFA
...
18
Mar
Tales from the Crypto: How to Think About Bitcoin
Weston Wellington
Vice President, Dimensional Fund Advisors
“Everything you don’t understand about money combined with ev...
09
Feb
The Bumpy Road to the Market’s Long-Term Average
Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to reme...
12
Jan
Market Review 2020: Looking Back on an Unprecedented Year
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that we...
05
Dec
What Happens When You Fail at Market Timing
The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investme...
12