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Blog

02 Aug

Diversification, Investment Philosophy, Retirement Planning

Concerned About Inflation Inflated?

January 24, 2023
By Zack Armstrong

Wei Dai, PhD Head of Investment Research and Vice President, Dimensional Fund Advisors Mamdouh Medhat, PhD Researcher, D...

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07 Jul

Quarterly Market Review: Q2 2021

July 7, 2021
By Zack Armstrong

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22 Jun

Estate Planning, Tax Management

Tax and Estate Planning for LGBTQ+ Married Couples

February 20, 2023
By Zack Armstrong

In this age of marriage equality, there are new possibilities. Provided by Zachary H. Armstrong, CFA The 2015 Obergefell v. H...

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10 Jun

Legislation, Retirement Planning

Ready for Second Act of SECURE Act?

January 23, 2023
By Zack Armstrong

Some potential benefits of the Securing a Strong Retirement Act. Provided by Zachary H. Armstrong, CFA Recently, you may have...

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12 Apr

Investment Ideas, Tax Management

Qualified Charitable Distributions

November 23, 2022
By Zack Armstrong

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Zachary H Armstrong, CFA ...

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09 Apr

Quarterly Market Review: Q1 2021

April 9, 2021
By Zack Armstrong

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18 Mar

Investment Ideas, Investment Philosophy

Crypto Stories: Ways To Think About Bitcoin

February 20, 2023
By Zack Armstrong

Weston Wellington Vice President, Dimensional Fund Advisors “Everything you don’t understand about money combined with ev...

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09 Feb

Evidence Based Investing

Bumpy Road to Market’s Long-Term Average

January 23, 2023
By Zack Armstrong

Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to reme...

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05 Feb

Evidence Based Investing

Pursuing a Better Investment Experience

February 5, 2021
By Zack Armstrong

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12 Jan

Market Review 2020: An Unprecedented Year

January 23, 2023
By Zack Armstrong

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that we...

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