Is 2021 the Year to Gift?
It should come as little surprise that Congress seeks ways to generate revenue given current spending levels. So what has been proposed and how might it affect high net worth estate and gift planning?
Understanding the Role of Cognitive Bias and Economic Bubbles
Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?
Let’s Talk About Those Physical Stocks in Your Safety Deposit Box
Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Not only that, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock so that it avoids probate.
Exploring FANMAG Stock Performance
Our researchers at DFA take a deep dive into FANMAG stock performance history and why we continue to believe that fad-based investing is no substitute for a broadly diversified portfolio.
Navigating “Per Stirpes” Election for Beneficiary Designations
It is important to think about what would happen should any of your primary or contingent beneficiaries pass away before you. If your intent is to leave behind a legacy for that particular beneficiary's heirs, adding the Per Stirpes designation may be advantageous.
Investing in FAANG Stocks
Is now the time to purchase FAANG stocks? Our research team at DFA looks at the expected and unexpected returns for answers.