General
January 2019 Letter
The First Index Investment Trust was the first index mutual fund ever created in the…
Continue Reading 
Weekly Updates
Weekly Update – January 18, 2019
Markets gained for the fourth consecutive week, notching the biggest four-week gain since October 2011….
Continue Reading
Dimensional Fund Advisors (DFA)
2018 Market Review
2018 was an interesting year for long term investors. The 2018 Market Review from Dimensional…
Continue Reading
Weekly Updates
Weekly Update – January 11, 2019
Global stocks continued their gains from the previous week, despite easing during Friday’s session and…
Continue Reading
General
Revisiting Fiduciary Standard V. Suitability Standard
The Wall Street Journal article below highlights the conflict of interest(s) inherent when your financial advisor is…
Continue Reading
Weekly Updates
Weekly Update – January 04, 2019
The first week of the New Year brought choppiness and stress to the global markets,…
Continue Reading Weekly Updates
Weekly Update – December 28, 2018
Stocks globally closed out 2018 with a tumultuous week of trading. While all three major…
Continue Reading
Financial Planning
Year-End Financial Check List
We know it can be tough to find the time to organize your financial life,…
Continue Reading
General
Myth Busting: 7 Common Perceptions About Millennials and Investing
Much ink has been spilled the last five years about millennials and their investing beliefs…
Continue Reading
Weekly Updates
Weekly Update – December 14, 2018
U.S. stocks began the week looking like they would rally, but economic disappointments from China…
Continue ReadingWe are listening
We are ready to hear about your wealth management objectives. How can we help you?