[vc_section][vc_row][vc_column][vc_column_text responsive_align=”left”] A Tale of Two Decades: Lessons for Long‑Term Investors September 2019/Via Dimensional Fund Advisors The first decade of the 21st century, and the second one that’s drawing to a close,...
Year-end Tax Planning Tips and strategies that could save you money By Larissa Grantham, CFPⓇ The tax planning landscape changed in 2017 with the passing of the Tax Cuts and Jobs Act. Changes included a nearly doubled standard deduction, repeals on many itemized...
[vc_row][vc_column][vc_column_text] Monthly Market Report: OCTOBER 2019 Markets Shrug Off Late Cycle Risks Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP®[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column...
[vc_row][vc_column][vc_column_text] Monthly Market Report: SEPTEMBER 2019 Value Stocks Outperform in September Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP®[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column...
[vc_row][vc_column][vc_column_text] Monthly Market Report: AUGUST 2019 Gold Coming Out of Multi-Year Bear Market Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP®[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column...
