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Financial Planning and Sailing

As many of you know, my husband, Jim and I have been spending much of our leisure time in the past couple of years sailing,  taking certification classes as well as participating in sailing adventures. When I say this resent commentary by Jim Parker at my partner firm Dimensional, I just had to share it with you. 

Investing with Discipline and Diversification works again

The beginning of each year brings predictions of what the next 12 months will mean for your investments.  I often keep articles from the “experts” published in January and look at them the following January just to see if anyone ever gets it right.   Westin Wellington, of Dimensional Funds Advisors, wrote a great piece that addresses this exact topic.

Social Security in 2017

On Tuesday October 18th the Social Security Administration came out with the Social Security cost fo living adjustment (COLA) in 2017.  

Next year's social security "raise" will be 0.3%.   This tiny amount after no adjustment for the current year.  

Presidential Elections and the Stock Market

Next month, Americans will head to the polls to elect the next president of the United States.

Why Financial Planning is an Absolute Necessity for Everyone

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