As Dimensional Fund Advisors embarks on its 25th year of working with financial advisors, they shared with us a series of Dimensional Stories, two minute videos featuring Nobel Laureate Eugene Fama and/or David Booth speaking on the themes and insights that influence Dimensional’s way of…
Lou Carlozo, Investment Contributor for U.S. News & World Report, enlisted the expertise of several investment professionals to offer advice to those heading into retirement who may not have the financial security to do so. One of the “nuggets of wisdom” that Lou Carlozo offers…
Robert Powell recently wrote an article featured in USA Today that reports that one in two Americans who planned on working past age 65 found themselves retiring unexpectedly for various reasons. As a result, Powell suggests that those who do plan on working past age…
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. …
Writing on the results of a joint survey by the Financial Planning Association (FPA) and CNBC , Lori Ioannou (@LoriIoannou1) reports that 78 percent of small business owners plan to/need to sell their business in order to fund anywhere from 60 to 100% of their retirement….
As if coming to terms with our annual obligations to Uncle Sam isn’t stressful enough, tax time is also prime “phishing” season for scammers and identity thieves. Phishing is an attempt to fool someone into revealing sensitive personal or corporate information by “masquerading as a…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2014 and celebrated the start to 2015 with your close family and friends.The end of one year and the beginning of another is a great time to reflect….
For the second time this year, YeBu East Coast team members volunteered with Dreams for Kids, an organization focused on organizing life-changing activities that empower children with physical and developmental disabilities to unite with their peers and realize their full potential. Dreams for Kids’ Extreme…
In March of 2009, during the worst of the economic downturn, we asked friends, family, and clients to suggest ways that people could have rich, Live Big® experiences without spending a lot of money. We received a tremendous response and were able to compile the…
What does Live Big® mean? Some may interpret it as meaning “spend big”, “live large” or a recommendation to some other form of overindulgence. But Live Big is not about the size of your wallet, it’s about the size of your life. In these crazy economic times, it can sometimes be difficult to remember the areas in our life where we can Live Big without spending (much, if any) money. But if we can find the place of gratitude for what we have, we can find joy in the most mundane of places, and, hopefully, at least get our minds off of how scary the world can feel at times. We offer these ideas for your consideration. And we will be updating this document with additions from anyone who wants to participate, so please send us any ideas you might have.