NEWS & INSIGHTS

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

When done with the right intentions and adequate research ahead of time, embarking on a voluntourism experience can be mutually beneficial for both the traveler and communities in need.

There are various ways that you can safeguard your personal financial information to prevent it from falling into the wrong hands. Consider these seven protective measures to caution yourself against any theft or malicious use of your financial information.

Deciding to go for a lower interest rate on your mortgage may sound like an easy decision to make, but you should always take into account the varying costs associated with refinancing.

If you’ve been fighting debt, you’re not alone. The average American has $15,950 in credit card debt, and 39% of Americans carry a balance from month to month. Debt can cause many emotional and psychological effects so it’s important to implement steps to overcome the emotional effects of debt.

Are you a freelancer or self-employed? If yes, then you already have much to manage when it comes to your books, but adding taxes into the mix further complicates matters. Use these tips as a starting point to evaluate deductions and determine if you can file on your own or should seek help from a professional.