Client Letter – Q4 2019

During the past year, the best performing asset classes were U.S. large stocks and real estate.  The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing ...

Dimensional Reduces US Mutual Fund Management Fees

Across Dimensional US Funds, there will be an average management fee reduction of 8% on an asset-weighted basis. Many of Dimensional’s most widely held funds, including the flagship Core, Value, and ...

Quarterly Market Review – Q4 2019

For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review:   About Christopher M. Jones, CFP® Christopher ...

THE RETIREMENT RULES ARE CHANGING

Congress recently passed, and the President recently signed, a bill called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act).  This brings major changes to the retirement landscape ...