Dimensional vs Vanguard
Dimensional vs Vanguard From: ifa.com We are sometimes asked what the difference is between Vanguard, ETFs and DFA Index Funds. The short answer is: they use different indexes. DFA has…
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Travis Sorci
…his firm to be a step ahead of our competition, as trends occur and markets fluctuate. Because of his life-long level of commitment to ethical standards and transparency in the…
How to Prepare Portfolios for Rising Interest Rates
How to Prepare Portfolios for Rising Interest Rates From: FlexShares.com Historical data helps identify assets that may be positioned to fare well when higher rates threaten fixed-income and equity returns…
Why Structured Notes?
Why Structured Notes? From: bluetoad.com A Unique Source of Yield in a Low-Interest Rate World The fallout from the COVID-19 pandemic and the monetary policy response has challenged investors searching…
Regulators say something about living wills, and are relieved that no one really cared
Regulators say something about living wills, and are relieved that no one really cared From: finreg.sourcemedia.com Banking regulators managed to say a little something about living wills yesterday, and no…
5 financial milestones to reach in your 20s
5 financial milestones to reach in your 20s From: washingtonpost.com To be a 20-something is to wrestle again and again with big life moments: Graduating from college. Getting a job….
Community Property Opt-in & Directed Trust Laws
…other 41 common law states than in the community property states. Allow me to explain by example: Sale of Appreciated Stocks and Properties While Both Married Individuals Alive John and…
Should Annuities Provide Your Retirement Paycheck?
…about annual fees and hidden charges. Ask if there are additional fees, surrender charges, and early withdrawal fees. Also, be wary of any annuity that pays the financial advisor more…
4 Tips to Optimize Your Retirement Account Withdrawals (And Reduce Taxes)
4 Tips to Optimize Your Retirement Account Withdrawals (And Reduce Taxes) From: smartasset.com This is how to make sure your savings lasts the longest. If you’re planning to retire within…
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives From: thinkadvisor.com Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of…
