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…
SAN FRANCISCO, CA, Apr 28, 2015 (Marketwired via COMTEX) — Golden Gate University (GGU) has announced that noted financial planner Dr. Dave Yeske, CFP(R) will become the Program Director for its Financial Planning program effective May 1, 2015. Dr. Yeske has built a reputation as…
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. …
Dimensional Stories: Empirical Work 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. As Dimensional embarks on it’s 25th year of working with financial advisors…
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….
Expert Spotlight: Dr. Jim McCabe on Authentic Conversations Eldercare expert, Dr. Jim McCabe, recently took some time to reflect on many of the families he has worked with over the years and the challenges they have faced together. One of those challenges, is the ability…
As you may recall, at the end of 2013 we decided to reel in the average maturity of the bonds in our portfolios because we were concerned about the prospect of rising interest rates (Investment Update: Going Short (Really Short!)). When rates rise, all other…
Yeske Buie’s Financial Literacy Program Financial Literacy is a widely under-taught subject matter in the education of today’s youth. Some students can go through their entire education, including college, without some of the most basic financial knowledge required for them to succeed. Yeske Buie has…
What a difference a day makes, or, at least, a calendar quarter. As everyone knows by now, last year was a good year for U.S. stocks and a not so good year for foreign stocks (at least, for those of us who are dollar investors). The first…
Financial Literacy is a widely under-taught subject matter in the education of today’s youth. Some students can go through their entire education, including college, without some of the most basic financial knowledge required for them to succeed. As a result of the lack of financial…