Phoenix Financial Planning

Phoenix Financial Planning

Phoenix Financial Planning George and Karen 69 and 65 years old Retired In their early retirement years, George encountered a health care issue that forced them to reassess their future. Key Concerns: Determining an appropriate health care and housing decision plan...

Stock Investing: Why go Global?

From The Vanguard Group Adding international stocks to a portfolio of U.S. shares is a good way to diversify. Still, many people resist, preferring all-American portfolios. Vanguard’s new animated video can help inform those with homebound portfolios to consider...

What is Fiduciary Advice?

From Dimensional Fund Advisors Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and...

Brexit: What Happened? Update

By Thomas J. Connelly, CFA, CFP This article was first published on our website on June 29, 2016. Since Britain’s decision to leave the European Union there have been questions about its effect on the economy, democracy and security, and complaints of muddied...

10 Reasons to be Cheerful

By Jim Parker, Vice President, DFA Australia Limited, a subsidiary of Dimensional Fund Advisors LP.   Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look...