The Sustainability Opportunity
Sustainability goes beyond reduce, reuse, and recycle. Today more than ever, investors are calling for sustainability opportunities, and markets are answering. But investing isn’t as simple as paper over plastic in the checkout line. For the investor who seeks to hold a portfolio that reflects their commitment to sustainability, Dimensional builds sustainability-focused investment strategies using […]
Dividends in the Time of COVID-19
Many investors view dividend payouts as a reliable source of income. However, those expecting to receive consistent dividend income may have been surprised to see lowerthan- expected dividend payouts following the onset of the coronavirus pandemic, when both market volatility and market declines were extraordinary. In reality, recent and historical data show that changes in […]
Flexibility in Practice: How We Handled GameStop
GameStop has been front and center in the financial news on account of the stock’s significant price volatility over a few weeks. And that has put it top of mind for many clients, as we’ve been fielding questions on how GameStop’s volatility was handled in our portfolios. This incident serves as an opportunity to highlight […]
Gauging Market Expectations
A recent flurry of return spikes for a handful of US stocks has captivated investors and noninvestors alike. Wall Street news trending on social media even amid an NFL playoff season is indeed an unusual event. So, what should investors make of these dramatic price movements? A good place to start is with prices themselves. […]
The Investment Journey
Please join Dimensional’s Aaron Alley, CFP ®, Senior Manager and Vice President of Conference Strategy in Dimensional’s Global Client Group, in this upcoming webinar. Register to attend this webinar if you’d like to know more about the investment process and why we favor Dimensional funds over index funds. The presentation highlights the vital role advisors […]
Considering Yield to Worst
Investors often consider yield when assessing the expected return of a bond. Yield to maturity equates the current price of a bond to its coupon structure. However, yield to maturity is only a relevant metric if the investor receives all coupon payments up to a bond’s maturity date. In the case of callable bonds, or […]
My Social Security, It’s Not Just for Retirees
You don’t have to be retired or even close to retirement to benefit from a personal my Social Security account. Calling or visiting a local Social Security office is rarely necessary once you have one. You can do much of your business with us online. With your personal my Social Security account, you can: Request […]
Making the Most of America Saves Week
This year, America Saves Week runs from February 22 – 26. The week is an opportunity for to promote good financial habits and for people to assess their own saving status, as planning and saving are key to a successful retirement. Each day of the week will focus on a different aspect of saving: Monday […]
Get Your Social Security Benefit Statement (SSA-1099 / SSA-1042S)
Tax season is approaching and replacing your annual Benefit Statement has never been easier. The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to people who receive Social Security benefits. It shows the total amount of benefits you received from us in the […]
Workers in Your Home and Social Security
Do you plan to pay a cleaning person, cook, gardener, babysitter, or other household worker at least $2,300 in 2021? This amount includes any cash you pay for your household employee’s transportation, meals, and housing. If you will pay at least $2,300 to one person, you have some additional financial responsibilities. When you pay at […]
Your Newborn and Their Social Security Number
Getting your newborn a Social Security number is important for their future. If your child is born in a hospital, the easiest way to apply for a Social Security number is right at the hospital. When you give information for your child’s birth certificate at the hospital, you’ll be asked whether you want to apply […]
Quarterly Market Review – 4th Qtr 2020
This report features world capital market performance and a timeline of events for the past quarter. It shows a global overview and features the returns of stock and bond asset classes in the US and international markets. The Planning Center, is a fee-only financial planning and wealth management firm. Email us at clientservices@theplanningcenter.com.
