The 50-Year Battle for a Better Way to Invest

This week's The Distillery is a succinct piece written by Dimensional Fund Advisor's CEO and Founder, David Booth. This year DFA celebrates 50 years as a company and the article offers a personal look back at DFA's trajectory in an ever evolving investment landscape. They have and continue to be leaders in investment research which is why we are proud to include them as part of our client's portfolios. Read More >

5-Chart Friday (7/16/21)

This week's The Distillery is a visual summary of the biggest themes over the last week and first half of the year. More questions than answers of course, but the charts help to synthesize the media noise into more sensible visuals. Enjoy! Read More >

Never Pay the First Medical Bill You Get

I chuckled when I came across the title of this week's The Distillery, 'Never Pay the First Medical Bill You Get.' If you're like me, you've had to find this out the hard way. Luckily this piece provides us some helpful ways to reduce our out of pocket costs, or at the very least know that we've been fairly billed. Enjoy! Read More >

The Numbers Are In: Flexible Trading Helps Across Markets

This week's The Distillery is a recent article published by Dimensional Fund Advisors (DFA), our core mutual fund holding in client portfolios. One of the beautiful things about DFA is their disciplined and systematic approach to investing. However, it's not just the underlying holdings that add value, but the way that they flexibly trade their portfolios on a day-to-day basis. In a new study, they examine the price advantages of their flexible trading approach. Enjoy. Read More >

This Is The Most Fun Way To Make Your Life Awesome

This week's The Distillery isn't directly related to Financial Planning, but the messaging and exercise within the reading can be applied to anyone's Financial Plan as we all work towards living our highest values / "the most fun way to make our lives awesome," per the title of this week's The Distillery. Enjoy! Read More >

Is $1 Million Still Worth $1 Million?

This week's The Distillery is an interesting look at how the definition of "rich" has changed over the past two decades. Although an interesting piece, at the end of the day, we're all still in control of our own definitions of success and happiness. Enjoy! Read More >

Illusions of Safety

This week's The Distillery is an easy read speaking to our illusions of safety when it comes to investing. What may feel good doesn't always make the most sense. Investors are always presented with tradeoffs, and mixing our feelings doesn't make the decision-making process any easier. Enjoy. Read More >

On the bright side

This week's The Distillery is a rather blunt perspective on the value of Bitcoin written in authentic New Yorker prose (you can almost here the accent through the screen). But the harshness of the tone is also the beauty of the piece, as the author tells you exactly what he thinks of digital currencies without having to expel the mental energy to figure out what he is trying to imply. Enjoy. Read More >