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Inflation (yep, again) - An Investigation of Three Charts We’ve been through three major recessions (and, thankfully, three subsequent recoveries) in the past twenty years. This one feels different. Is it? And what does that mean in regards to what we should do? Read on...
Topics: TheLiveBigWay® Digest

Timeless Lessons Our strategic partners at Dimensional are celebrating their 40 anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align...
Topics: TheLiveBigWay® Digest

Our strategic partners at Dimensional are celebrating their 40th anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align very closely...
Topics: Dimensional Fund Advisors, Economy and Investing

We’ve said it before, and we’ll say it again. Financial planning is MAGIC. Financial planning, real financial planning, transforms lives. And a recent New York Times story by Rob Lieber beautifully articulates this belief. In his piece titled “Dad, a Death Sentence, and the Planner...
Topics: Financial Planning

Discovery Insights Financial planning is often thought to only include investments and asset management. And those pieces matter! But none of it matters if it’s not personal, relatable, and aligned with who you are and what matters to you. Learn more about our discovery process...
Topics: TheLiveBigWay® Digest

The latest unemployment numbers in the U.S. have been universally touted as the “worst since the Great Depression,” a comparison that, while accurate, can be tremendously misleading. Speaking to the Wall Street Journal, former Federal Reserve Chair Ben Bernanke said, “I don’t find comparing the...
Topics: Economy and Investing