By: Zachary Means, CEO Source:DFA Funds It was election day 2016. I’ll never forget watching the news stations read off which candidate, Clinton or Trump, had won each state. Massachusetts went to Clinton, Florida to Trump…it was…
2020 certainly has been a year to remember, with what feels like more headline-worthy events than one can count. As we look toward the fall, it seems that the drama of 2020 will only continue…
This month we teamed up with Meredith Maller from the law firm Eaton Peabody to provide you with information on an estate planning topic that we often discuss with our clients. During this difficult time,…
The last few days notwithstanding, the stock market has staged a significant recovery from the market lows we saw in late March. While off its all-time high reached in February, the S&P 500 stands at…
I always enjoy writing with good news and have some for you today. As I write this, the S&P is up roughly 32% from its lows in March and we are only down a “mere”…
In March, Congress passed the Coronavirus Aid, Relief and Economic Security Act (CARES Act), a $2,000,000,000,000 (two trillion) dollar stimulus package. National news outlets have covered the most well-known benefits; taxpayer payments, tax filing deadline delays…
Good afternoon, Over the last few weeks, the consternation concerning personal health, our families, the markets and our economy has been palpable. Like you, I am concerned as these are no doubt challenging times. Many…
Having a well-stocked toolbox is key and you likely will want to use a variety of tools throughout the process. One of the best tools to consider “purchasing” for your toolbox is the Individual Retirement Account (IRA).
Well, the first 20 days of 2020 have been very eventful. Trump is continuing with his never-ending tweets; Iran shot down a civilian Turkish airliner and shot missiles at US bases in Iraq; US and…
Will we have a recession? Is it coming? The answers to both those questions are yes; but, please keep reading. What nobody truly knows is when a recession will actually take place. Economist use charts,…