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Dimensional Fund Advisors ETFs
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For the first time, individual investors will have direct access to coveted DFA strategies
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Outline - IYE Week 5 - Charitable Giving - Giving & Receiving - Peter Kote & Don Vivrette - 2020
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“Charitable Giving” By Peter Kote & Don Vivrette
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Trump DOL Throws 401k Investors To The Wolves
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Trump U. S. Department of Labor watchdogs just opened the door for private equity wolves to sell the highest cost, highest risk, most secretive investments ever devised by Wall Street to 401k plan sponsors.
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Outline - IYM Week 8 - Money and Your Mind - 2020 - Meghan Coolbaugh
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Behavioral finance tells us investors tend to hate losses about two and a half times more than we enjoy equivalent gains, and we will do just about anything to avoid losses.
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Morgan Stanley hit with $5 million penalty for misleading clients in wrap account program
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The SEC charged the wirehouse with not fully disclosing fees for five years
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Charitable Giving - Eyes on the Wrong Metrics
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Philanthropy will beat paying taxes every time.
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Border Wars - Helping Clients Set Financial (And Emotional) Boundaries To Avoid Enabling Dependent Family Members
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Well-structured emotional boundaries include limits, consequences, and consistent enforcement.
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Outline - IYM Week 5 - Medical CAre Planning Caregiver and Insurance - 2020 - Lee-Anne Godfrey
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“Medical CAre Planning” by Lee-Anne Godfrey
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Outline - IYM Week 4 - 2020 - Gina Chironis,CPA/PFS
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“A Financial Planning Workshop” Part-2 by Gina Chironis,CPA/PFS
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Outline - IYM Week 3 - 2020 - Gina Chironis,CPA/PFS
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“A Financial Planning Workshop” by Gina Chironis,CPA/PFS
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