Author: Yeske Buie

In a recent Barron’s article titled, “Where the Smart Money is Headed,” reporter Beverly Goodman highlights mutual fund manager Dimensional Fund Advisors’ success in attracting a growing number of financial advisors who seek to invest their clients’ money in a more “evidence-based” fashion. The attraction…

Topics: Economy and Investing

What Happened to DOMA and What’s Next? On June 26, in United States v Windsor, the Supreme Court ruled 5-4 that Section 3 of the Defense of Marriage Act (DOMA) was unconstitutional, declaring that, if the citizens of a state voted to recognize and protect a class…

Topics: TheLiveBigWay® Digest

  Who? Participants in employer-sponsored retirement plans [401(k), 403(b), 457(b), profit-sharing plans] and/or IRA owners ([traditional, rollover, SEP, SIMPLE]. What? This is the minimum amount you are required to withdraw from your account each year. When? Distributions must start by April 1 of the year…

Topics: Financial Planning

What Happened? On June 26th, in United States v Windsor, the Supreme Court ruled 5-4 that Section 3 of the Defense of Marriage Act (DOMA) was unconstitutional ab initio (from the start). The court decided that if the citizens of a state voted to recognize…

Topics: Financial Planning