Good News About Portfolio Costs from DFA

Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020. 

Do Simple Better

A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

Vaccine for Physician Pocketbooks

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

What I Think About When Working From Home

In the blink of an eye, it seems, our lives have taken a major turn, because of a sneaky, harmful, invisible germ. The concept of uncertainty is real and palpable.

While You Were Sleeping

Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different. 

Do Small Company Stocks Like New Presidents?

In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?

Are You Investing or Playing a Completely Different Game?

Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.