Our take on the markets.

Key Questions for the Long-Term Investor

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.


Trying to […]

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,” […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 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 […]