Investing

SIMPLE IRAs

SIMPLE IRAs

SIMPLE stands for “Savings Incentive Match Plan for Employees.” These are popular among small businesses with less than 100 employees because they provide many of the benefits of conventional retirement plans like 401(k)s, but are much simpler and less expensive to...

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Profit Sharing Plans

Profit Sharing Plans

This type of plan allows employers to make tax-deductible contributions at their full discretion, based on profitability for the year. They are very flexible and do not require any ongoing commitment from the employer, unlike most other plans. However, much like SEPs,...

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Brexit

Brexit

The UK’s withdrawal from the EU could take up to two years to negotiate, and no one knows what will be the economic impact on the world.

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Dimensional Origins

Dimensional Origins

Watch this great video introducing the origins and philosophy of Dimensional Fund Advisors, a remarkable company that provides critical support to our investment management services for clients.

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Financial Crisis in Greece

Financial Crisis in Greece

How can you protect yourself from overreacting to unsettling news about a potential financial crisis, such as the looming crisis in Greece?

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