Dimensional Reduces US Mutual Fund Management Fees

Dimensional will reduce management fees across 33 equity mutual funds, representing a 15% reduction on an asset-weighted basis1 for the impacted funds. For a full list of the changes, please refer to the table below. The fee reduction will go…

Top 5 Blog Posts from 2020

The end of the year is quickly approaching, and after an unforgettable year we wanted to recap our top 5 blog posts from 2020! Here’s our 5 most read posts from this past year: 1. Should I Make a Roth…

Value Stocks

Are Value Stocks Dead? Ep #125

Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers over the long-term. But with the rapid rise in growth over the last 10 years, are value stocks still…

Should I Make a Roth IRA Conversion?

Have you wondered if a Roth IRA Conversion will save you more in taxes? 2020 has offered a unique opportunity for some taxpayers to capitalize by making a Roth conversion. This is because the CARES Act allowed for a required…

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