When seeking financial advice and assistance, there is a good chance that you might run into several different credentials that indicate a professional's background as well as area of expertise. When it comes to financial planning the CFP® designation is the gold standard due to its rigorous education, examination, experience,
As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive. They fear another major decline is likely to occur and are eager to find strategies that promise to avoid the pain of an extended downturn while preserving the
After more than a decade in the wilderness, international value stocks have staged one of the most dramatic comebacks in modern investment history. The numbers tell a remarkable story: through July 2025, international value stocks delivered 7.87% returns while their US counterparts managed just 3.56% — a gap that would
Compare buffer strategies and 60/40 portfolios for equity market downside protection and long-term performance differences. Learn which suits your goals.
You didn’t become a wealth manager to sell products and chase quotas. You became one to help people build financial security. But too often, traditional firms reward sales over service, and advisors are left navigating conflicts of interest that compromise client trust. That’s why top advisors are leaving sales-driven models
When Morningstar announced its 2025 Awards for Investing Excellence, one name stood out: Dimensional Fund Advisors. The prestigious "Exemplary Stewardship" award recognizes firms that demonstrate exceptional commitment to serving investors' best interests — and for Index Fund Advisors (IFA), this recognition validates a 26-year partnership built on evidence-based investing.
What if I told you the stock market has been unpredictable in the short-term, but has offered alignment with patterns over the long-term?
In this episode of the Rational Reminder Podcast, Ben Felix and Dan Bortolotti celebrate the show’s 7th anniversary with a conversation centered around timeless investing wisdom. Drawing from a vibrant thread in the Rational Reminder community, they unpack dozens of quotes that distill decades of financial insight into actionable mantras.
Mark Hebner and Wes Long talk to Apollo Lupescu about various topics in a town hall format in this 2025 Q2 Market Review.