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…

Top Tax Tips to Consider Before Year End

2020 has been a special year, to say the least. For many, it has brought with it changes unique to their own situations, while for everyone it has brought with it changes to the tax code. These changes have presented…

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