After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.
The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.
Joseph R. Biden, Jr.'s win in the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward.
From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.
72% of Americans have felt financially stressed at some point during 2020. Here are 6 of the most common stress triggers with ways to fix them.
The world continues to watch with concern the spread of COVID-19. The uncertainty is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.
While concerns related to COVID-19 continue to increase, the average mortgage rate has fallen to an all-time low, prompting a wave of refinancing activity.
Dimensional Fund's Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services review the recent volatility in financial markets and provide perspective on the events of the last few weeks.
You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts and the surprising advantages you could be missing out on.
“Timing markets is the dream of everybody. Suppose I could verify that I’m a .700 hitter in calling market turns. That’s pretty good; you’d hire me right away. But to be a good market timer, you’ve got to do it twice. What if the chances of me getting it right were independent each time? They’re not. But if they were, that’s 0.7 times 0.7. That’s less than 50-50. So, market timing is horribly difficult to do.” - Professor Robert Merton