You Have to Stay the Course to Reach the Summit

You Have to Stay the Course to Reach the Summit

When it comes to meeting your most important financial goals, time in the market can be a significant factor. And… Read More...

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Buckingham Talks: How Higher Taxes May Impact Your Financial Future

Buckingham Talks: How Higher Taxes May Impact Your Financial Future

Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax… Read More...

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Creating a Charitable Legacy for When You Are Gone

Creating a Charitable Legacy for When You Are Gone

Not long ago I asked a philanthropic-minded member of the community for their thoughts around establishing a private foundation. After… Read More...

Article
The Joy of Being Wrong and the Danger of Desirability Bias

The Joy of Being Wrong and the Danger of Desirability Bias

“No one enjoys being wrong,” Daniel Kahneman told Adam Grant, who recounted their conversation during a recent interview, “but I… Read More...

Article
Financial Planning and Identity Theft Prevention

Financial Planning and Identity Theft Prevention

Sssssnap! That was the sound of the proverbial camel’s back breaking in September 2017, after Equifax announced a data breach… Read More...

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College Athletic Scholarships: How to Play the Game

College Athletic Scholarships: How to Play the Game

So, your kid is the next LeBron James or Megan Rapinoe. Congratulations, but this article isn’t for you, because your… Read More...

Article
Education, Active Listening and Emotion Over Data

Education, Active Listening and Emotion Over Data

Apollo Lupescu of Dimensional Fund Advisors discusses client education, effective communication strategies for advisors and the merits of simplifying your… Read More...

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