A broad group of companies carried the U.S. stock market to a 10.9%¹ return in the first half of 2026. Over the past three years, seven technology companies—the so-called “Magnificent Seven”—accounted for most of the U.S....
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Everyone likes a good old-fashioned April Fool’s joke. But what if the joke’s on us? The philosopher Ludwig Wittgenstein once said that nothing is as difficult for people as not deceiving themselves. But while we...
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In my previous blogs, I’ve described the divorce process from a timeline point of view: considering divorce, legal choices and the financial steps in divorce. Now let’s focus on an area where one or both...
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Just like physical health, improving someone’s financial health requires diagnosis, development of the appropriate course of action, and sticking with the treatment plan. David R. Jones from Dimensional Fund Advisors expands this analogy in DFA’s...
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“This year, I’m going to get organized!” As New Year’s resolutions go, getting organized ranks third, right after losing weight and exercising more. There is no shortage of books, articles, kits, software, and consultants to...
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Volatility has returned to financial markets this year and for investors focused on the long-term, this is good news. Market volatility provides two opportunities to add value to portfolios. Buy low One way to benefit...
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Gift giving at holiday time to family members living far away can be a challenge. Do you find yourself asking about their needs, wants, sizes, best colors, etc.? We faced this challenge for many years...
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“If you don’t know where you’re going, any road will take you there.” George Harrison I recently spent three days with 1,000 financial planners and 100 enthusiastic tech wizzes from eMoney Advisor, a leading wealth...
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I just celebrated a milestone birthday. I can no longer check the 50-59 box on surveys and forms. That’s right the big 6-0. Honestly, I had some trouble embracing this birthday. Keith Richards said, “No...
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The impact of election outcomes on the stock market is often contemplated in the weeks leading up to an election. With U.S. mid-term elections scheduled for next week, we found the following article by Dimensional...
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