Financial Planning for the LGBTQ Community
For members of the LGBTQ community, securing financial peace of mind can be particularly pressing. Read on for special considerations.
Financial Management and Retirement Planning Tips for Young Professionals
Navigating the shift from college to adulthood can be challenging, especially when it comes to financial management. Contributing early to retirement plans and managing credit, savings, and student loans can make a big difference in long-term financial health.
How to Ensure a Lasting Legacy for Your Family-Owned Business
Learn about the Family Love Letter, a planning tool for family-owned businesses that bridges understanding and informational gaps from one generation to the next.
Financial Terminology 101: Ten Terms Every Investor Should Know (Plus One Bonus Term)
There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.
How to Make Smart Investing and Tax Decisions at the Same Time
Most of us have a goal of retiring someday, so doesn't it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.
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.