

Quarterly Market Review – 1st Qtr 2021
This report features world capital market performance and a timeline of events for the last quarter. It shows a global overview and features the returns of
This report features world capital market performance and a timeline of events for the last quarter. It shows a global overview and features the returns of
By Andy Baxley, CFP ®, CIMA ® Once upon a time, as a younger man, I was enamored with the FIRE (financial independence, retire early) movement.
By The Planning Center, Financial Planner Schedule a Free Consultation What is a bonus? – a bonus is an additional paycheck that is a (often large)
By Eric Kies CFP®, President, CCO, Sr Financial Planner The geese are flying north, the snow is melting, the days are getting longer and the temps
by Jude Boudreaux, CFP®, Sr. Financial Planner Helping close or extended family with money is common for many parents or financially successful individuals. You might be
Key Takeaways FANMAG returns have been extreme relative to their contemporaries, but not their predecessors—their performance has been in line with the average top performers throughout
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
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-
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
By Cicily Maton, CFP® CeFT® Most of us do not even think of “life events” as transitions. Unless, of course, it is one of the biggies,
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
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
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ALASKA
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#302
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CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
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QUAD CITIES
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Suite 701
Minneapolis, MN 55401
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Iowa City, IA 52240
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