If your financial advisor uses Dimensional Fund Advisor (DFA) funds, odds are you’ve been underperforming the broad market for a while. Read more
What Every Utah Resident Should Know About Ponzi Schemes
In 2019, Jordan Maglich of PonziTracker.com released a 10-year survey of Ponzi schemes in the U.S. What he found confirmed what many Utah financial advisors have suspected for decades Read more
Understanding Financial Advisor Credentials, Titles and Terms
What’s the difference between a financial advisor and a financial planner? Between fee-only and fee-based? Between CFP® and CFA®? Read more
Huge Tax Savings Using Net Unrealized Appreciation (NUA) Rules
Do you have company stock in your 401(k) plan? Net Unrealized Appreciation rules could save you thousands in taxes. Read more
19 Questions You Should Ask Your (Prospective) Financial Advisor
Are you trying to decide who to hire as your new financial advisor or wondering if the one you have is acting in your best interests? With so many opinions and convincing sales pitches out there, it can feel like an impossible task. Read more
Do You Have an Investment Philosophy You Can Stick With?
David Booth, Founder of Dimensional Funds, said that “the most important thing about an investment philosophy is that you have one you can stick with.” Read more
Approaching Retirement? Avoid These 5 Common Pitfalls
While retirement is often depicted as relaxing and carefree, the reality is that the financial uncertainty of leaving behind a steady salary can lead to high levels of anxiety. Read more
Why You Need to Know Dimensional Fund Advisors (DFA)
Would you like to know how winners of the Nobel Prize in Economics invest? Look no further than Dimensional Fund Advisors (DFA). DFA has been implementing the great ideas in academic finance since it was founded in 1981. Read more
What is a Fee-Only Financial Advisor?
Over the last few years, there has been a lot of talk about what it means to be a fee-only financial advisor and a fiduciary. Read more
How Often Should You Check Your Investments?
Many investors feel an almost compulsive need to check their account values on a regular basis, sometimes daily or even multiple times a day. This is a recipe for disaster. Read more