PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication of the certified public accounting industry.
While dealing with the emotional toll of losing a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. The Family Love Letter reduces confusion, stress, and conflict. Learn more.
With the Consumer Price Index climbing to a 13-year high in June, inflation is on a lot of investors’ minds. DFA takes a look at whether or not these concerns are overheated.
Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Not only that, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock so that it avoids probate.
Our researchers at DFA take a deep dive into FANMAG stock performance history and why we continue to believe that fad-based investing is no substitute for a broadly diversified portfolio.
It is important to think about what would happen should any of your primary or contingent beneficiaries pass away before you. If your intent is to leave behind a legacy for that particular beneficiary's heirs, adding the Per Stirpes designation may be advantageous.
Is now the time to purchase FAANG stocks? Our research team at DFA looks at the expected and unexpected returns for answers.
According to the U.S. Department of Health and Human Services, 70% of people turning age 65 will need long-term care at some point in their lives. Here is what you need to know.
With a presidential election just around the corner, many investors are looking for clues as to which way stocks may go. The following articles by Dimensional provide an historical perspective on presidential elections and the stock market. The results may surprise you, and should reinforce the benefits of taking a long-term approach to investing.
Even when the economy isn’t closed due to a pandemic, many employers find meeting their contribution obligations to their employer-sponsored retirement plans a challenge to honor. Employers will need to start looking at ways to free up cash and reduce overhead while we wait and hope for revenues to start flowing in again.
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