3 Steps to Helping Family Members Financially

by Jude Boudreaux, CFP®, Sr. Financial Planner Helping close or extended family with money is common for many parents or more

FANMAG: Because FAANGs Are so Yesterday

Key Takeaways FANMAG returns have been extreme relative to their contemporaries, but not their predecessors—their performance has been in line more

The Sustainability Opportunity

Sustainability goes beyond reduce, reuse, and recycle. Today more than ever, investors are calling for sustainability opportunities, and markets are more

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 more

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 more

Life Transitions- How Emotions Can Dismantle Our Ability to Make Good Decisions

By Cicily Maton, CFP® CeFT® Most of us do not even think of “life events” as transitions. Unless, of course, more

Gauging Market Expectations

A recent flurry of return spikes for a handful of US stocks has captivated investors and noninvestors alike. Wall Street more

The Investment Journey

Please join Dimensional’s Aaron Alley, CFP ®, Senior Manager and Vice President of Conference Strategy in Dimensional’s Global Client Group, more

‘You Have to Be Smart’: Are You a First-Time Investor Who Wants a Slice of Gamestop’s Epic Ride? Read This First

Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office more