22 Jun Estate Planning, Tax Management Tax and Estate Planning for LGBTQ+ Married Couples February 20, 2023 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram In this age of marriage equality, there are new possibilities. Provided by Zachary H. Armstrong, CFA The 2015 Obergefell v. H...Continue reading
10 Jun Legislation, Retirement Planning Ready for Second Act of SECURE Act? January 23, 2023 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Some potential benefits of the Securing a Strong Retirement Act. Provided by Zachary H. Armstrong, CFA Recently, you may have...Continue reading
12 Apr Investment Ideas, Tax Management Qualified Charitable Distributions November 23, 2022 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Provided by Zachary H Armstrong, CFA ...Continue reading
09 Apr Market Review Quarterly Market Review: Q1 2021 April 9, 2021 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Continue reading
18 Mar Investment Ideas, Investment Philosophy Crypto Stories: Ways To Think About Bitcoin February 20, 2023 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Weston Wellington Vice President, Dimensional Fund Advisors “Everything you don’t understand about money combined with ev...Continue reading
09 Feb Evidence Based Investing Bumpy Road to Market’s Long-Term Average July 14, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to reme...Continue reading
05 Feb Evidence Based Investing Pursuing a Better Investment Experience July 14, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Continue reading
12 Jan Market Review Market Review 2020: An Unprecedented Year July 14, 2024 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that we...Continue reading
05 Dec Market Timing Failing at Market Timing & Its Impact January 23, 2023 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical investme...Continue reading
13 Nov Evidence Based Investing Is The Stock Market Separated From Reality? February 20, 2023 By Zack Armstrong Facebook Twitter Pinterest linkedin Telegram Weston Wellington, Vice President, Dimensional Fund Advisors I have been sheltering in place on a former dairy f...Continue reading