Is Balancing Your Checkbook Obsolete in the Digital Era?

Author: Brittany Randolph Portfolio Associate   Given modern technology and online banking, you may have forgotten how to balance your checkbook. Or maybe you just never learned how. You might […]

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Preserving Your Money and Property Beyond the Third Generation

Allison Kierman, JD  Guest Author Kierman Law   Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation […]

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What are Health Savings Accounts? And how can they help you?

Let’s start with the basics: What on earth is a Health Savings Account or HSA? As its name implies, an HSA is an account that you use to save money […]

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The Story of Chris Gardner

Have you seen the movie, The Pursuit of Happyness, starring Will Smith? If so, then you know Chris Gardner’s story. It’s not only moving, but also inspirational—and it’s not hard […]

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Give

Three Ways to Help Others, While Helping Yourself (to lower your taxes)

Nothing feels as good as giving to someone else. Correction: There’s actually something better! It’s when you give to someone else, and get a tax break at the same time. […]

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Countdown to College

As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being […]

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Unpacking the Summer Economy

n the financial world, some weeks are more important than others, and we just lived through a big one. Let’s unpack each of the four key stats: The Fed. As […]

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Three Crucial Lessons for Weathering the Stock Market’s Storm

Marlena Lee, PhD Global Head of Investment Solutions, Dimensional Funds Advisors KEY TAKEAWAYS Reacting to down markets is a good way to derail progress made toward reaching your financial goals. […]

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Euro/Dollar Parity & Summer Travel

Summer travel is picking up this year. If you’re headed to Europe, you may notice that you get more bang for your buck. Why is that? For the first time […]

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3 Shrewd Maneuvers in a Down Market

It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may […]

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Searching for the Goldilocks Economy

At the risk of slowing economic growth, the Fed has driven short-term rates higher to rein in inflation. But it’s a tricky proposition. Raise rates too much, and you may […]

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Fed Boosts Key Interest Rate 0.75%

What an “interesting” week. In a move unseen since 1994, the Federal Reserve has taken an aggressive stance toward inflation by raising the key interest rate by three-quarters of a […]

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