Insights

If you have followed the stock market this year then you are probably aware of what is going on with […]

Sometimes we come across a message so simple it’s compelling. This short video from Dimensional Fund Advisors (DFA) is just

2019 will go down as one of the best years on record for investors. Global stocks returned +26% and bond

  In June of last year, we wrote about the SECURE Act that passed the in the House. The bill

In 2018 charitable contributions from individuals fell by 3.8%. Excluding the Great Recession 10+ years ago…

As of the end of November, the S&P 500 index had returned +27.6% for the year – a phenomenal year…

In 1935 FDR proposed the Social Security retirement program and his staff projected that total expenditures for…

In the October Par 3, we wrote about Charles Schwab and TD Ameritrade reducing commissions to $0. One month later,

Both the media and the general investing public seem to be obsessed with predicting the next recession…

A few months ago we wrote a note highlighting the fact that over the last decade the US has severely…