From the Engine Room: Q2 2019
The Truth in Silence When it comes to making financial decisions, how do you know what is "noise" and what is substance? Even educated judgments can be very “noisy,” and that’s before we even [...]
From the Engine Room: Q1 2019
Danger: The Flood of Information Did you know that of the 2,786 equity (stocks) mutual funds in existence in 2004 that only 51% of those funds still existed at the end of 2018? This [...]
From the Engine Room: Q4 2018
A New Year's Resolution for Health and Wealth: Focus on the Inside Value We have all been programmed to think the way we do about investing through the hypnotic messaging of Wall Street, Bank [...]
From the Engine Room: Q3 2018
Globalization…an Emerging Story When building a globally diversified investment portfolio it is important to note that the portfolio's higher returning securities will be muted by the lower returning securities, and vice versa, in any [...]
From the Engine Room: Q2 2018
Overall, the second quarter of global market activity was accompanied by a lot of the same headlines as Q1. Volatility surged on, trade wars were fought, data privacy rights were scrutinized and the internet [...]
Where’s the Value?
There is no getting around the fact that Dimensional Fund Advisors manage and structure their portfolios based on the different dimensions of expected returns. The quantitative tilts and portfolio selection is what their reputation [...]
Timonier… Fiduciary, Advocate and Beyond
Tim Baker, President and CEO of Timonier, Wealth Beyond Financial discusses the evolution of the financial planning firm that you see today. Operating as a centralized, collaborative, multi-disciplinary practice allows Timonier to provide exemplary service [...]
Timonier Celebrates 20 Years with Joe Dispenza
Tim Baker, President and CEO of Timonier, Wealth Beyond Financial discusses mindfulness and the power of your thoughts with renown author, speaker and wellness instructor, Dr. Joe Dispenza.
New Rules for Kiddie Taxes
Kiddie Taxes: New Rules for 2018 Like many other tax rules under the new regime, the kiddie tax rule has undergone some changes in 2018. For those of us who are unfamiliar with the [...]
Tuning Out the Noise
Working with the right financial advisor plays a vital role in keeping investors focused on what really matters. Take a couple of minutes and view some important investing messages brought to you by the [...]