by David Tombs | Sep 23, 2019 | Financial Planning
Build Your Investments Around Your Goals It is likely that your goals will be quite different from the examples I have given in my previous blog posts. A blog can’t tell you what your financial goals should be. Whatever your goals are – however conservative or...
by Bryan Sauceda | Sep 9, 2019 | Financial Planning
This article was originally published on Dimensional Fund Advisors. In recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While it may be difficult to remain calm during a substantial market decline, it is...
by David Tombs | Aug 23, 2019 | Financial Planning
This blog post is a continuation of a series on setting goals. Before reading this post, make sure to read Setting Goals: Part 1. Qualify, Quantify, and Be as Specific as Possible If you have a daughter, one of your goals may be to provide funding for her college...
by Bryan Sauceda | Aug 2, 2019 | Financial Planning
This article was originally published on dimensionalfundadvisors.com and with permission has been shared on our website. In recent months, investors have had the opportunity to buy shares of ride‑hailing networks Uber and Lyft, workplace productivity services Zoom and...
by David Tombs | Jul 12, 2019 | Financial Planning
Imagine someone beginning a major vacation by simply saying, “North, I want to head north.” They’ll see a few sights, perhaps even find the spontaneity a little exciting at first, but at the end of the trip, they’ll probably find that they have just managed to...
by Bryan Sauceda | Jun 27, 2019 | Financial Planning
Photo by Kyle Glenn on Unsplash Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest...
