With six weeks to go until the first day of summer, there’s still time to complete your spring cleaning projects. A typical list of spring cleaning projects likely includes de-cluttering your living spaces and swapping your winter clothes for a summer variety. But when is…
The Federal Trade Commission (FTC) recently released their annual summary of consumer complaints and consumer protection statistics for 2016. For the first time in the 20 years that the FTC has been keeping records, imposter scams surpassed identity theft among reported consumer complaints. When you…
At an estimated population of 82 million, millennials make up the largest generation in America. Born between 1980 and 1995, members of this cohort have often found themselves to be the subject of everything from think-pieces to scholarly articles in recent years. While many labels…
Recently, our strategic partners at Dimensional Fund Advisors (DFA) shared with us a playful comparison between the process of making wine and investment management. We hope you enjoy the following piece by Vice President of DFA Australia Limited, Jim Parker. A host of variables can…
When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem to “have it…
