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November 20, 2020

Commercials, desire, and an important step often overlooked

Written by Nathan Snow, CFP, EA , Posted in Commercials, desire, and an important step often overlooked

Like many families now, my family doesn’t have cable TV; we have streaming services, which means my kids almost never see commercials. However, each week, when we visit my parents’ house, my kids are exposed to commercials. And not just any commercials, the commercials on the kids’ channels, which are specifically designed to appeal to … Continue reading “Commercials, desire, and an important step often overlooked”

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November 13, 2020

Should Emotions Play a Part in Shaping Financial Decisions?

Written by Nathan Snow, CFP, EA , Posted in Should Emotions Play a Part in Shaping Financial Decisions?

We like to think that we can approach our financial decisions objectively, using logic and spreadsheets and come to a “neat” solution that will satisfy all of our financial goals. We like to believe there’s a “right answer” to our financial questions that any reasonable person might uncover. However, the reality is that even the … Continue reading “Should Emotions Play a Part in Shaping Financial Decisions?”

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September 15, 2020

457 Plans for Physicians: How you can lower your taxes and increase your retirement savings

Written by Nathan Snow, CFP, EA , Posted in 457 Plans for Physicians: How you can lower your taxes and increase your retirement savings

While most physicians know about their employer’s 403(b) retirement account, the 457 – which carries many additional benefits for high-income earners – remains relatively unknown and complex to navigate.

Similar to a 401(k) or 403(b), the 457 account allows you to contribute pre-tax income and defer taxes. This year, participants can contribute the lesser of $19,500 or 100% of their includible compensation. Those who are 50+ may even be able to make a catch-up contribution of $6,500 to their governmental 457 account and thus … Continue reading “457 Plans for Physicians: How you can lower your taxes and increase your retirement savings”

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September 15, 2020

Payroll Tax Reduction

Written by David Klepeisz, CFP, EA , Posted in Payroll Tax Reduction

In August, President Trump signed an executive order to reduce Payroll Taxes starting September 1st through the end of December 2020.

This was largely passed as an alternative to an additional stimulus package. The only people eligible for this change are individuals earning less than $104,000 annually or $4,000 bi-weekly. It defers the 6.2% tax on your income going towards Social Security. But this tax isn’t being forgiven, it’s only being deferred. In January 2021 until … Continue reading “Payroll Tax Reduction”

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September 10, 2020

How to Make Your Empty Nest Time a Prime Time in Your Life

Written by Barry J Swaim, CFP , Posted in How to Make Your Empty Nest Time a Prime Time in Your Life

The empty nest transition can be emotional, but it should also be exciting.

Time flies when you’re a parent. Just when you’ve wrapped your head around the demands and responsibilities of raising a child, you turn around and your little bundle of joy is ready to head out into the world. This empty nest transition can be very emotional. And in some cases, like children who stay on … Continue reading “How to Make Your Empty Nest Time a Prime Time in Your Life”

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August 29, 2020

Applying Science to Investing

Written by accruentadvisors , Posted in Applying Science to Investing

Science has transformed every aspect of life—including investing. See how financial science has formed the foundation of Dimensional’s approach.
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August 29, 2020

Retirement Income: Risk & Return

Written by accruentadvisors , Posted in Retirement Income: Risk & Return

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August 29, 2020

Dimensional’s Trading Advantage

Written by accruentadvisors , Posted in Dimensional’s Trading Advantage

Dimensional Vice President Dave Twardowski, PhD, examines the pricing advantage that investors can get from Dimensional’s patient and flexible approach to trading.
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August 29, 2020

Opportunities for Women in Finance

Written by accruentadvisors , Posted in Opportunities for Women in Finance

Women advisors who work with Dimensional talk about the rewarding aspects of their work and describe the industry opportunities available to women today.
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August 29, 2020

Fama and French on Home Bias

Written by accruentadvisors , Posted in Fama and French on Home Bias

Investors tend to overweight their equity portfolios with stocks from their home country market.

Ken French says that, while home bias is still the norm, investors have significantly increased their allocation to foreign markets over the last 30 years. He explains that investors might overweight their home market for economic reasons, perhaps to hedge consumption risk or to offset tax disadvantages they suffer in some foreign markets. Home bias … Continue reading “Fama and French on Home Bias”

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Contributing Authors

Nathan Snow, CFP, EA

Nathan Snow, CFP, EA

nsnow@accruentadvisors.com

David Klepeisz, CFP, EA

David Klepeisz, CFP, EA

dklepeisz@accruentadvisors.com

Barry J Swaim, CFP

Barry J Swaim, CFP

bswaim@accruentadvisors.com

Recent Videos

Applying Science to Investing

Retirement Income: Risk & Return

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