A Note to Clients About Your Asset Management Process
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. […]
Stress Testing Your Wealth Plan: Three Keys to Success
More and more families are double-checking their wealth plans to determine whether those plans are really up to the tasks assigned to them. But to […]
Another Way to Look at 2019…
I recently was asked to comment on a note that asked me how to plan for a 2020 stock market retreat. My answer was – who told you that was happening?
What Are You Doing With My Investments These Days…?
A primary theme is to sit quietly. There are many factors that go into a portfolio allocation. Mostly it is risk. To reduce risk one […]
Mutual Fund Landscape
Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. Our objective is to assess the performance of mutual fund managers relative […]
A Tale of Two Decades: Lessons for Long-Term Investors
This article says, in a slightly prettier way, the message I recently prepared for a Client who is a senior Exec and a serious analytical […]
A Formula for Thoughtful Decision-Making in a Family Business
Important report on how owners of family businesses can balance family values with the financial realities of entrepreneurship This report is all about how to […]
10 Questions That Top Advisors Ask Every Business
What role does your business need to play in helping you achieve financial freedom? 1. How do you see your involvement in your business changing […]
Your compliance and due diligence checklist
Here are some compliance requirements to consider at the main stages of qualified retirement plan implementation and due diligence checklist to check if your plan […]
Key Questions for the Long-Term Investor
The LEAP Foundation asked me to give a talk to 400 young people on Money Management at UCLA today. It’s a one hour talk and […]