Five Financial Mistakes to Avoid in 2018
Have you resolved to get your financial house in order in 2018? Here are five financial mistakes to avoid in the new year.
A Summary of the Tax Cuts and Jobs Act of 2017
President Trump is expected to sign the Tax Cuts and Jobs Act of 2017 later this week. We've prepared an overview of key provisions of the bill.
Holiday Financial Book Recommendations 2017
So many books, so little time! Here's a list of books to help the special someone in your life with their financial literacy.
Our 2017 Holiday Gift Guide
Working on Your Craft
One of the benefits of working with Dimensional Fund Advisors (DFA) is the firm's commitment to upping their game. That ethos flows to their community of advisors as well. Yesterday I traveled to Charlotte along with 80 plus other financial advisors for a DFA sponsored workshop. The workshop had nothing whatsoever to do with investments. It was solely focused on improving communication with clients, with a variety of experts sharing research and ideas to help me improve my game, and by extension, the work I do on behalf of clients.
Our Most Recent Article in Kiplinger
Do you find the process of buying and servicing your car daunting and intimidating? You are not alone. Read our most recent column in Kiplinger. HTTP://WWW.KIPLINGER.COM/ARTICLE/SPENDING/T063-C032-S014-TIPS-TO-CONTROL-CAR-BUYING-AND-REPAIR-COSTS.HTML