Dimensional Fund Advisors (DFA) in the New York Times

Ron Lieber, of the New York Times, profiles Dimensional Fund Advisors in a recent article.  The funds offered by DFA are only available to investors through approved fee only investment advisors.  We recommend DFA funds in many of our client’s portfolios.  You can find the article here: Your Money: Finding Success, Passionate Followers in Tow […]

Free Tax Preparation: Tales of a Fee-Only Advisor

We’re only two weeks into the tax season and already the stories of woe surface.  As usual, our politicians have added complexity to the tax code and we have a new set of filing requirements:  new forms, tax rates, credits, challenges, etc. For the fourth year I am volunteering as a Tax Aide with AARP […]