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…