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In It for the Long Haul

Yesterday my husband and I celebrated our 42nd wedding anniversary.  That number sounds ridiculously high to me, because I clearly remember celebrating my parent’s and grandparents’ 50th anniversaries, and we’re getting very close. It also got me thinking about how...

From Last to First

I know I am not the only one that is thrilled for the return of football season.  College football kicked off in full force this past weekend.  I spent a chunk of my weekend moving furniture and painting as we shuffle our kids’ bedrooms in preparation for baby #3...

Ingenuity and the Investor

(From Perspectives, a blog provided by Dimensional Fund Advisors, LP.  This post was authored by Dimensional Vice President, Weston Wellington. The original post was published on August 9, 2022 and can be found here.) A recent news item reported that Frederick Smith...

Snapchat Investing

I recently requested prospectuses and other sales material from a national brokerage firm for investments held in the account of a new client transitioning to TAAG and was told they no longer had the information because the materials had ‘expired from our view.’ I...