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Blogs and Events

Market Review 2020: Looking Back on an Unprecedented Year

Submitted by Perennial on January 19th, 2021

A Year-End Review

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Should Elections Influence Long-Term Investment Decisions?

Submitted by Perennial on November 2nd, 2020

 

Elections and the March of Markets 

It's natural for investors to seek a connection between who wins the white house and which way stocks will go. But a look at history underscores that the outcome of an election is only one of many inputs to the market. 

 

Tags:
  • DFA
  • Politics
  • Stock Market
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Is the Stock Market Divorced From Reality?

Submitted by Perennial on September 21st, 2020

 

The following article, written by the Vice President of Dimensional Fund Advisors, offers some perspective on the stock market's behavior this year. Please click on the image below to view the full article. 

Tags:
  • DFA
  • Market Performance
  • Stock Market
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Leading Labor Economist Professor Ed Lazear on COVID-19

Submitted by Perennial on April 8th, 2020

https://www.mydimensional.com/investment-update-with-ed-lazear?_cldee=a2...

SECURE Act - 2 minute summary

Submitted by Perennial on January 9th, 2020

The SECURE Act was signed into law in December 2019.  Here are the 2 primary changes which took effect on January 1st, 2020:

Tags:
  • IRA
  • RETIREMENT
  • RMD
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Primer on Stock Options and RSUs

Submitted by Perennial on September 9th, 2019

Nonqualified Stock Options are the most common type of stock option. When you exercise in-the-money stock options, the difference between the exercise price and the market value is going to be taxable W-2 income to you, at ordinary income tax levels plus Social Security and Medicare taxes.

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What is a Mega Backdoor Roth?

Submitted by Perennial on June 28th, 2019

The Mega Backdoor Roth is a strategy that could allow you to contribute an extra $37,000 to your Roth IRA every year!

Before we dive into the details, some background info is required first…

When contributing to a 401(k), there are three different types of contributions that you can make:

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Brokers vs. Advisors

Submitted by Perennial on February 20th, 2018

Recent Market Volatility

Submitted by Perennial on February 13th, 2018

5 Reasons Why Millennials Should Buy Life Insurance Right Now

Submitted by Perennial on January 10th, 2018

It’s no surprise that studies show young adults are not into insurance. There are too many other financial challenges to worry about, such as paying off crushing student loan debt and saving for future goals. Actually, other studies show that younger adults would rather spend their money on such things as travel premium TV streaming services than use it to buy life insurance.

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