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3Q2021 IWM Market Analysis (click here)...

Here are strategies that can be helpful for clients who have regrets over the timing of their Social Security claiming decision, whether they claimed early rather than holding out for a bigger check or waited longer than necessary. I often receive emails from...

There aren’t many iron laws of money. But here’s one, and perhaps the most important: If expectations grow faster than income you’ll never be happy with your money. One of the most important financial skills is getting the goalpost to stop moving. It’s also one of the...

In 1928, economist Irving Fisher wrote a book called "The Money Illusion" that was all about inflation. The best way to view think about inflation back then was through the lens of wars and how they impacted the economy. Fisher lays out that relationship: "Usually...

The Dynamic Spending Rule synopsis: To implement the dynamic spending rule, a retiree would calculate each year’s spending by taking a stated percentage of the prior year-end’s real portfolio balance. The investor would then determine a ceiling and a floor by applying...

In eliminating barriers to investing in the stock market, is the app democratizing finance or encouraging risky behavior? Read Full Article Here (click here)... Written By: Sheelah Kolhatkar Published By: www.newyorker.com

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous...

It’s 40 years ago this week that Dimensional Fund Advisors was founded. Here are five timeless investment lessons that one of its founders, DAVID BOOTH, has learned in that time. Early in my career, I was lucky enough to work on one of the first index funds. It was an...