Insights from a Financial Planner Who Works with Academics
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The Next Normal
Climate Change and Asset Prices
KEY TAKEAWAYS Financial markets process complex information every day. The impact of climate change is
Quarterly Market Review – 1st Qtr 2021
This report features world capital market performance and a timeline of events for the last
Beyond FIRE: An ode to creative retirement timelines
By Andy Baxley, CFP ®, CIMA ® Once upon a time, as a younger man,
FANMAG: Because FAANGs Are so Yesterday
Key Takeaways FANMAG returns have been extreme relative to their contemporaries, but not their predecessors—their
The Sustainability Opportunity
Sustainability goes beyond reduce, reuse, and recycle. Today more than ever, investors are calling for
Dividends in the Time of COVID-19
Many investors view dividend payouts as a reliable source of income. However, those expecting to
Flexibility in Practice: How We Handled GameStop
GameStop has been front and center in the financial news on account of the stock’s
Gauging Market Expectations
A recent flurry of return spikes for a handful of US stocks has captivated investors
The Investment Journey
Please join Dimensional’s Aaron Alley, CFP ®, Senior Manager and Vice President of Conference Strategy
‘You Have to Be Smart’: Are You a First-Time Investor Who Wants a Slice of Gamestop’s Epic Ride? Read This First
MarketWatch recently quoted The Planning Center. In this article, we explain the risks and lessons
