This presentation answers key questions many investors ask and highlights Dimensional’s research-based approach to investing. VIEW SLIDE SHOW: A Different Way to Invest Calling all neighbors in the Alamo, CA area and beyond! You work hard for your money,...
Our new white paper tackles reverse mortgages, a long misused and misunderstood tool. Click here to read: A Look at Reverse Mortgages Are you looking for life-long financial planning support beyond traditional wealth management? Then 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...
Richard Del Monte weighs in on the bond markets with Melissa Francis on Fox Business News. CLICK HERE TO WATCH Every client that walks through our door is family. Your goals are our goals, and that’s why we...
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...