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The Matrix Book: A Dimensional Tradition
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The Matrix Book: A Dimensional Tradition

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by Murray Coleman Monday, July 14, 2025
Maybe we're just a bunch of geeks. But each year, we look forward to this latest collection of market data.
  …Read More

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Discover key insights from 2025 market performance that underline the advantages of international diversification for long-term investors.
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Mind the Gap–Diversifying Across Countries

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by Dimensional Fund Advisors — Friday, July 11, 2025
Discover key insights from 2025 market performance that underline the advantages of international diversification for long-term investors.  … Read More
Discover Jacob Bernoulli's contributions to probability and how MarketCoin flips align with the Bernoulli process and trials.
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Jacob Bernoulli and the IFA MarketCoin

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by Mark T. Hebner — Friday, July 11, 2025
Discover Jacob Bernoulli’s contributions to math and probability and how MarketCoin flips align with the Bernoulli process and trials.A sequence of MarketCoin flips is a Bernoulli process, with each flip a Bernoulli trial, due to its binary outcomes (Up/Down) and independence, with (p = 0.5) based on the median return split, reflecting Bernoulli's foundational concepts in probability.  … Read More
To help choose the best retirement savings option that fits your needs, here's a look at some options.�
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Pre-Tax or Roth 401(k) Contributions: What Should I Do?

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by Murray Coleman — Friday, July 04, 2025
To help choose the best retirement savings option that fits your needs, here's a look at some options.  … Read More
Learn how high-risk traders exhibit gambling behaviors, prefer skill-based games, and face mental health challenges tied to speculative trading.
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The Science of Speculation: How Research Reveals the Gambling Addiction Behind Active Investing

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by Robin Powell — Wednesday, July 02, 2025
Learn how high-risk traders exhibit gambling behaviors, prefer skill-based games, and face mental health challenges tied to speculative trading.  … Read More
Key options exist for handling required minimum distributions (RMD), including tax rules impacting qualified charitable contributions.
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Three Required Minimum Distribution (RMD) Strategies to Deploy with IRA Savings

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by Mark Hebner — Monday, June 30, 2025
Key options exist for handling required minimum distributions (RMD), including tax rules impacting qualified charitable contributions.  … Read More
Does a flip of the IFA MarketCoin illustrate the randomness and unpredictability of thefuture direction of returns of an index, such as the S&P 500 Index?
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IFA MarketCoin and the Direction of Market Returns

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by Mark T. Hebner — Friday, June 27, 2025
I wanted confirmation that a flip of the new IFA MarketCoinwould illustrate the randomness and unpredictability of future direction of returns of an index, such as the S&P 500 Index.  … Read More
Here's a review of our process to maximize tax efficiencies in client portfolios at quarter's end.
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Dividends and the Lag in Fund Values

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by Murray Coleman — Friday, June 27, 2025
Here's a review of our process to maximize tax efficiencies in client portfolios at quarter's end.  … Read More
Cheat sheet to help sort through your Medicare options including Medicare Advantage, Medigap, Parts A, B, and D as well as other healthcare choices.
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Sorting Through Your Medicare Options

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by Murray Coleman — Thursday, June 19, 2025
Here's a cheat sheet to help wade through your healthcare choices.  … Read More
List of misdeeds also places Wells Fargo and Raymond James under increased legal scrutiny.
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'Bad' Brokers: Morgan Stanley, Goldman Sachs, Citi, BofA, UBS Charged by SEC

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by Murray Coleman — Wednesday, June 18, 2025
List of misdeeds also places Wells Fargo and Raymond James under increased legal scrutiny.  … Read More
Banks and Broker Dealer volatility. Do Charles Schwab, TD Ameritrade and Fidelity have FDIC and SIPC coverage? If so how much and what are the limits?
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Banks and Broker Dealers: FDIC or SIPC?

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by Wes Long — Thursday, June 12, 2025
Given the recent volatility in financial markets resulting from news headlines concerning the banking sector, IFA felt it was prudent to review protections available to accounts at banks and brokerage firms.  … Read More
The value of our advice is only as good as the data provided. Here's a tip sheet for a more efficient process.
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Getting Your Comprehensive Financial Plan Together – What Do I Need?

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by Murray Coleman — Monday, June 09, 2025
The value of our advice is only as good as the data provided. Here's a tip sheet for a more efficient process.  … Read More
With five times the volatility of equities, Bitcoin may not be ideal for storing wealth. Learn how its risks could impact your financial goals.
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Bitcoin: A Crumby Way to Save For Later

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by Dimensional Fund Advisors — Monday, June 09, 2025
With five times the volatility of equities, Bitcoin may not be ideal for storing wealth. Learn how its risks could impact your financial goals.  … Read More
Explore how active decisions by index providers impact fund returns. Learn insights from Joel Schneider at Dimensional Fund Advisors.
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How Dimensional Is Going Beyond Indexing

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by Dimensional Fund Advisors — Thursday, June 05, 2025
Explore how active decisions by index providers impact fund returns. Learn insights from Joel Schneider at Dimensional Fund Advisors.  … Read More
Learn why holding concentrated positions in a few big stocks can hurt your portfolio performance and increase investment risk.
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The Hidden Costs of Holding Concentrated Stock Positions

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by Murray Coleman — Tuesday, June 03, 2025
Learn why holding concentrated positions in a few big stocks can hurt your portfolio performance and increase investment risk.  … Read More

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