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Articles

Our Investing Approach

  • Our Investment Philosophy
  • Active Versus Passive Investing
  • Mutual Funds Versus Stocks
  • About Dimensional Fund Advisors

Advantages of Fee-Only Planners

  • The Financial Planner “Name Game”
  • When Your Broker Might Not Really Be Your Friend
  • 8 Things Your Financial Planner Won’t Tell You

College Funding

  • Six Secrets About College Financial Aid

Estate Planning

  • What Not To Do When Inheriting Wealth

Financial Planning

  • Debt Overload: 5 Red Flags
  • How Small Cuts Become Huge Savings

Identity Theft

  • Make Your Identity Useless To Thieves
  • What to Do If You Are a Victim of Identity Theft
  • Recovering From Identity Theft
  • Identity Theft Resource Center

Investing – Background Information

  • Top Things To Know about Investing In Mutual Funds
  • What Are Index Funds?
  • Asset Location Is As Important As Asset Allocation

Variable Annuities

  • Variable Annuities Aren’t For Everyone
  • Don’t Put Your IRA in A Variable Annuity- Part 1
  • Don’t Put Your IRA in A Variable Annuity – Part 2

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