Booyah! The “Cramer Effect”
If you have tuned into the Financial TV shows, you have seen the flashing graphics and heard the blaring sounds which paint a certain image of an investor—a restless individual, [...]
Estate Planning Best Practices
Estate planning is not always a fun topic to think about, but it's an essential part of ensuring that your wishes are carried out in the event of your incapacity [...]
Changes to TD Ameritrade on the Horizon!
In 2020, Schwab announced its acquisition of TD Ameritrade, and now after three years, the anticipated transition date will be September 5th of this year! You can rest assured there [...]
The 0% Capital Gains Rate, How Does it Work?
First, let's start with a brief overview of what capital gains are. Capital gains are profits earned from the sale of an asset, such as stocks, real estate, or artwork. [...]
Federal Taxes Set to Rise
The Tax Cuts and Jobs Act (TCJA) brought significant changes to the US tax code in 2017. Among them was the sunset provision of certain TCJA provisions at the end [...]
Put Your Excess Cash Reserves to Work!
Recently, the Federal Reserve raised the benchmark borrowing rate to 5-5.25%, which was the 10th increase in over a year[1]. This rise in rates is the last rate increase most [...]
Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’
As we know, 2022 was a challenging year for markets, but according to Barron’s, Dimensional Funds weathered the storm the best. After receiving a 5th overall ranking in 2021, Dimensional [...]
Our next guest says the market is going to…
What makes for better television: Two market pundits arguing (maybe yelling) about what the future holds? Or those same commentators agreeing that they have no way to accurately predict the [...]
2022 Year In Review
2022 Market review -Although stocks ended with their worst performance since 2008, value stocks served as a bright spot for their second consecutive year, outperforming growth by the largest margin [...]
Predicting the Future
With 2022 behind us, we look forward to 2023 and the continuation of a tradition in which market analyst and pundits try to predict the future. To understand what weight, [...]