Many investors know that the value of their mutual fund shares fluctuates daily. They track the price or Net Asset Value (NAV) and watch their overall balance grow. But as the end of the year approaches, a surprise can be waiting—a large tax bill generated not by selling their own shares, but by the fund manager's internal trading.
In the world of investment strategies, Dimensional Fund Advisors (DFA) and traditional index investing are often mentioned in the same breath. While they share some similarities, DFA's approach offers a unique twist on and enhancement of passive investing.
Not all financial planners are created equal, and when seeking help with your long-term financial objectives, it's important to understand the different types of financial advisors: brokers, fee-based advisors, and fee-only financial planners.
Why does Dave Ramsey recommend financial advisors that sell the very annuities he hates?
Learn what Sequence of Return Risk is, why the timing of market returns is more critical than the average return, and discover three proven strategies from a CFP® to safeguard your $2M+ retirement portfolio.
The fundamental building blocks of successful investing never change: cost, discipline, and structure. That's why at Ark Royal Wealth Management, we build investment portfolios using primarily Dimensional Fund Advisors (DFA) and Vanguard investment solutions—two firms recently recognized in Morningstar's 2025 Fund Family 150 Digest for their leadership and innovation.