One Year Later: What is Normal?
Twelve months. One’s perspective on that measure of time inevitably changes as you progress through life and may depend, in part, on your chosen profession
Timeless Investing Lessons from David Booth
In 2021 Dimensional Fund Advisors (DFA) reaches a major milestone as it celebrates forty years of providing money management and investment solutions to investors all
The Consolidated Appropriations Act
After months of debate between Democrats and Republican lawmakers concerning additional economic stimulus relief, Congress passed what many are referring to as the “Coronavirus Stimulus
2020: The Year in Review
“May you live in interesting times,” purportedly the English translation of a traditional Chinese curse, may very well be the best expression to summarize 2020.
The Tax Outlook for 2021 and Beyond
In October we examined how the outcome of November’s Presidential Election might impact future stock market returns in the United States. If you will recall from
Social Security Benefit Update for 2021
Social Security benefits represent a salient component of most retirees’ retirement income strategy. For most American retirees today the two most important sources of retirement
Presidential Elections and Market Returns
“Has it been four years already?” That questions is a popular refrain heard frequently as our nation readies itself for our next Presidential election on
Avoiding Mistakes in an Economic Downturn
The economic downturn that began earlier in 2020 resulting from the Coronavirus outbreak has led to a period of economic contraction that some economists are
Second Quarter 2020 Market Review
If you are having a hard time making sense of what is going on in the economy and financial markets right now, you are not
Does a Recession Mean Negative Returns?
As many industries and economic sectors shut down earlier this spring in concerted efforts to reduce the spread of the coronavirus, many economists opined that
Social Security: Another COVID-19 Victim?
As the number of confirmed Coronavirus cases nears 2.4 million in the United States, the virus has extracted a heavy toll in terms of deaths,
Understanding the CARES Act
The widespread economic uncertainty caused by the coronavirus (COVID-19) pandemic has taken a crippling toll on national and local economies alike. As businesses and employers