To Roth or Not A Roth Conversion is a taxable transfer of assets from your traditional/SEP/SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits of a Roth IRA. Not only do assets grow tax-deferred in a Roth…
Last weekend, Elissa, Dave, and Lauren Grove all participated in a half marathon at the Baltimore Running Festival, Lauren running and Elissa and Dave walking the 13.1 mile course. It was in Baltimore two years ago that Elissa and Dave first walked a half marathon and…
Tara Siegel Bernard ends her New York Times article with a reference to the Yeske Buie approach to weathering choppy markets: Still unsure what to do? David Yeske, a financial planner in San Francisco, recently sent out a calming note to his clients explaining that…
Bad news can be like waves sweeping in and breaking along a sandy shore. The quiet rumble as the watery walls form, break, and lap upon the shingle fades from our conscious awareness until the surge from a sudden harmonic convergence leaves us scrambling for higher ground. It feels like one of those moments right now,…
“The life of comic genius Robin Williams brought joy to millions of fans, and his tragic death has sent shock waves throughout the entertainment community. But as painful as his loss will be for family, friends and fans, it appears that at least according to…
Dimensional Origins DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. And not just any ideas, but the best thinking coming out of academic research…
Dave’s article on how to choose the best financial advisor was published on CNBC Digital on October 1, 2014. Proper financial planning has the power to transform your life by reducing worry and establishing a workable path to your goals and dreams, but you need…
DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. And not just any ideas, but the best thinking coming out of academic research in the science of economics. …
Featured Wines from Elissa and Dave’s Favorite Wineries Iron Horse Wedding Cuvée – Iron Horse is best known for this cuvée. Fresh and festive, this bubbly is built for a party! Iron Horse Russian Cuvée – This cuvée was first produced for the historic Reagan…