Category: investment management

Purposeful Investing Strategies for 2024
Purposeful Investing Strategies for 2024
As 2024 approaches, it’s more evident than ever that investing is not just about accumulating wealth— it’s about making a meaningful impact on those you...
Leveraging the Pareto Principle in Your Financial Pursuits
Leveraging the Pareto Principle in Your Financial Pursuits
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into...
Investment Lessons From 2022
Investment Lessons From 2022
By Larry Swedroe, Head of Financial and Economic Research, Buckingham Strategic Partners While each year features new twists on the age-old investment stories, smart investors...
Market Review for 2022: A Lot to Process
Market Review for 2022: A Lot to Process
One of the reasons we enjoy sharing Dimensional Fund Advisors periodic insights is for the clear-eyed light they shed on market news, whether good or...
How to Find an Advisor You Can Trust
How to Find an Advisor You Can Trust
by Larry Swedroe, Chief Resource Office, Buckingham Strategic Partners Several years ago, I met with a wealthy widow who had been quite a bit wealthier...
More Money Has Been Lost Waiting for Corrections Than in Them
More Money Has Been Lost Waiting for Corrections Than in Them
by Michael Evans, Founder & Wealth Manager 2022 has been a tough and confusing year for investors. If you’ve been thinking about getting out of...
Webinar: What Should Investors Do Now?
Webinar: What Should Investors Do Now?
For investors in general, and high-achieving professionals in particular, the past couple of quarters have delivered extra doses of financial and economic uncertainty. In the...
Video: Second Opinion Service – An Objective Assessment of Your Investments
Video: Second Opinion Service – An Objective Assessment of Your Investments
Do you have confidence you are taking the right steps during the current volatility and uncertainty? We are good at helping successful high achievers, like...
3 Crucial Lessons for Weathering the Stock Market’s Storm
3 Crucial Lessons for Weathering the Stock Market’s Storm
KEY TAKEAWAYS                     Reacting to down markets is a good way to derail progress made toward...
How Do You Protect Your Portfolio from Inflation?
How Do You Protect Your Portfolio from Inflation?
by Michael Evans, Founder & CEO of Cogent Strategic Wealth In case you haven’t noticed, inflation—like that Audrey II plant from Little Shop of Horrors—seems...
Dimensional Fund Advisor’s 2021 Year in Review: A Recovery Amid Challenges
Dimensional Fund Advisor’s 2021 Year in Review: A Recovery Amid Challenges
by Michael Evans, Founder & CEO of Cogent Strategic Wealth Ever since David Booth co-founded Dimensional Fund Advisors in his Brooklyn Heights apartment more than...
Tax Withholding Choices for Your Restricted Stock Units (RSUs)
Tax Withholding Choices for Your Restricted Stock Units (RSUs)
Congratulations, you’ve been granted Restricted Stock Units (RSUs) and they are about to vest. This can be an important financial opportunity for you and your...

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