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.
Do You Need Long Term Care Insurance?
According to the U.S. Department of Health and Human Services, 70% of people turning age 65 will need long-term care at some point in their lives. Here is what you need to know.
Open Enrollment: Making the Most of Employee Benefits
Open Enrollment season is upon us, and for many employees, it is time to enroll in company benefits for the upcoming year.