David Booth, Dimensional Fund Advisors – The Outsider Who Changed Investing
Our CIO, Chris Cannon, co-hosts an interview with David Booth on how he helped bridge the gap between academic finance and real-world portfolio management.
Tag: Financial Planning
What "Fee-Only" Really Means — And Why Your Advisor's Compensation Model Matters
Fee-only, fee-based, and commission-based are not interchangeable terms. Understanding how your advisor is compensated is one of the most important steps toward receiving objective financial advice.
Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market Outlook
BlackRock's Rick Rieder joins the Investors First Podcast to discuss his path from betting lunch money to managing $2.4 trillion, his "make a little bit of money a lot of times" philosophy, and why 2026 will separate investors from gamblers.
Asset Protection for Physicians: How to Shield Your Wealth from Malpractice Liability
Discover the four pillars of asset protection for physicians: insurance, entity structures, trusts, and asset titling. Learn how to shield your wealth from malpractice liability before claims arise.
How to Make the Most of Your First Month of Retirement
As seen in AARP by Bruce Horovitz, October 06, 2025: How to Start Your First Month of Retirement. Our employee Elayne Pisarik says, "Success comes when your finances do not define your happiness. A full life – whether defined by family or other relationships, faith, employment or a combination of all of those – that comes
Types of Financial Advisors
As Seen in WSJ | Buy Side Dated 8/19/2025 Written by Molly Grace. Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs. Key takeaways: There are a lot of different terms used to describe financial professionals, which can make it hard to know which
7 Alarming Signs That Your Revocable Living Trust Has Become Outdated
Is your revocable living trust outdated? Review the warning signs below to find out.
Here's How to Choose the Best Financial Advisor for Your Retirement
A great financial advisor is worth their weight in gold. However, not every financial advisor specializes in retirement-related issues, and that's where retirement advisors come in. A retirement advisor is a financial professional who can help you plan for and manage your retirement. Whether you're late to retirement planning or want another set of eyes to check out your current plan, there's no one quite as capable as a great retirement advisor.