It's critical to set expectations, boundaries, and guidelines for behavior during family meetings. Use this example to create some guidelines that work for your family and cultivate a safe and supportive environment for every generation to thrive. Click to...
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What does it mean to be a Thriving Family? This two minute video explains the challenges families face, and how to ensure your family thrives for generations to come. “One-size-fits-all” won’t fit you here! The Del Monte Group...
Pilot Penalty Relief Program – Late Annual Reporting for Non-Title I Retirement Plans (“One-Participant Plans” and Certain Foreign Plans) Revenue Procedure 2014-32 Section 1. Purpose This revenue procedure establishes a temporary one-year pilot program providing administrative relief to plan...
In an earlier blog post we recognized Eugene Fama, widely known as the “Father of Modern Finance,” for his long overdue Noble Prize in Economics. His research is the foundation on which Dimensional Fund Advisors was established. We have...
Every so often we will stumble upon a great article, with excellent material that would be crazy not to share. I recently came across a piece, written by Barry Ritholtz, where he talks about his goal of eliminating distractions...
You are probably aware that we use a lot of DFA funds in our investment portfolios. We’ve used them proudly for almost 25 years, because their portfolios rely on “the science of investing” instead of people who claim to...
As you no doubt have heard, the Congress and the President are playing yet another game of Chicken over federal spending, raising the debt ceiling, and ObamaCare. The markets have clearly not been enjoying the theatrics and if the...
We are about to enter a brand new world of health care in the US, as the Patient Protection and Affordable Care Act, also known as “Obamacare,” takes effect. The new health insurance marketplaces (aka “exchanges”) will open for...
The markets have grown increasingly volatile the last several weeks and over the last couple of days they have taken quite a licking. As of this writing, the Dow and S&P 500 index are down around 4% since the...
There tends to be a huge sigh of relief when tax season is finally behind us. Goodbye 1040s and W-2s, hello sunny skies and warmer weather. Spring is a time of transition where many people practice the tradition of...