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It seems that no place is “safe” when it comes to your personal information. Cybersecurity is here to stay and we all have to do what we can to protect ourselves. The threats can come from many places: through our phones, our computers, our tablets. Many of us have had the unfortunate situation where our […]

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Disaster Planning

It could have happened to any of us. We’ve had double disasters so far this year with Irma and Harvey. As human beings, we want to help. There has been and will continue to be an outpouring of love

2017 Second Quarter Economic and Market Review

Key Thoughts: Zero-G Factor continues for markets $4.4 trillion Fed problems, but interest rates isn’t one of them Stalled Stimulus Read Entire Article: 2017 Second Quarter Economic and Market Revi

Retirement Plan Rollover Considerations

At retirement, you may need to choose how to take your benefits. There are several possibilities you might consider: Choose an annuity option offered through your employer retirement plan Roll over th

The Mystery of DFA

Dimensional Fund Advisors. DFA. It’s a fund company, like Vanguard or Fidelity. You’ve heard of those, but you may not have heard of DFA. Even when I explain it, clients usually forget and I find