I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated. — David Booth, the Executive Chairman of Dimensional Fund Advisors, which he co-founded with Rex Sinquefield. The US stock market has delivered an average … [Read more...] about The Uncommon Average
We have always recommended that our clients have at a minimum the following three estate documents: Will, a power of attorney and a medical directive. In this week’s post, we will discuss why a will is necessary. While we are not attorneys, this will help you understand the general terms and some … [Read more...] about Do you have your Will?
Saving money is not just about saving for retirement. Living expenses can add up and making a few adjustments in your approach can save hundreds of dollars monthly. Companies won't advertise how to pay less, so you need to be resourceful and these articles will give you some insight into lowering … [Read more...] about Tips for Saving Money on Airline Tickets, Internet Bills & Prescription Drugs
The ability to travel near and far has progressed significantly in the past few years. The possibilities are endless on where to take your next vacation. However, use caution when traveling with children as the requirements for entry and exit may have changed. A number of years ago, I planned a … [Read more...] about Traveling in a New World
Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that indexing reduces the efficacy … [Read more...] about The Index Bogeyman
I was fortunate to begin my professional career working at MetLife in New York City. The ability to secure a job after graduation was not easy and I was thrilled to be able to go into the city and begin my career. Now I won’t lie, I had visions of Mary Tyler Moore with a fashionable apartment and a … [Read more...] about Sundays and Retirement