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Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Category: Investing
By Gretchen Muller
04/10/2026

Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty, why discipline matters more than reaction, and what history tells us about navigating volatility – including the Iran conflict and its economic implications.

How Tax Strategy Fits into Your Financial Plan | Financial Perspectives

Category: Financial Planning » Closely Held Business
By Foster Group
03/16/2026

Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.

Staying Invested During Uncertainty: A Conversation with Wes Crill (Dimensional Fund Advisors)

Category: Investing
By Gretchen Muller
04/10/2026

Gretchen Muller, Director of Communications, and Wes Crill, Vice President and Senior Client Solutions Director for Dimensional Fund Advisors Global Client Group, discuss how markets price uncertainty, why discipline matters more than reaction, and what history tells us about navigating volatility – including the Iran conflict and its economic implications.

How Tax Strategy Fits into Your Financial Plan | Financial Perspectives

Category: Financial Planning » Closely Held Business
By Foster Group
03/16/2026

Tax strategy plays an important role in financial planning, but the right approach depends on your specific goals, timeline, and overall plan. In this episode of Financial Perspective, Gretchen Muller, Marcus Iwig, and Michael Westphal discuss how tax considerations can affect retirement planning, business sales, farm ground, stock compensation, account types, and investment implementation. The key takeaway: taxes matter, but they should be considered within the context of a broader financial plan.

Tariffs, Turmoil, and Market Decline | Financial Perspectives

Category: Investing
By Kent Kramer
04/07/2025

What's the rationale behind the steep new US tariffs and what does that mean for an investor's portfolio? What can or should we do as investors? In this special edition Financial Perspectives, Kent Kramer covers the announced tariffs, the impact on markets, and the dos and don'ts during market turmoil.