For anyone approaching retirement you’ve probably got a checklist for your countdown to the big day.
Do I have enough saved for a long, financially secure retirement? Check.
Did I file the right paperwork at the office? Check.
Is my professional exit strategy in place and ready? Check.
Lessons from the Matrix Book, 2018: Doing Better with Global Diversification. The Matrix Book is a unique a tool for seeing decades of returns and telling stories about investing.
At Dimensional, we believe that the right financial advisor plays a vital role in keeping investors focused on what really matters. Click here to see the video.
If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent where their money is working for them as opposed to them working for money?
What to do when Your Adult Child Comes Looking for a Loan
It’s an unfortunate sign of the times as an increasing number of adult children, caught in the convergence of a sluggish economy, a slow job market, and tight lending, are turning to the Bank of Mom and Dad for financial help.
In our discussions with clients, the term “wealth” has always been tossed about somewhat loosely. We talk about building wealth, wealth management, wealth enhancement, and wealth preservation and wealth in general as if it were universally understood.
Here is a great article from an economist I have grown to respect. He puts the recent market events into perspective based on the current state of the economy. Read the whole article by clicking here.
For a visual history of Bull and Bear Markets, take a look at this chart by clicking here.