Our take on the markets.

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 […]

From the Engine Room: Q1 2018

The first quarter of 2018 was accompanied by our old friend volatility, regardless the numbers are in. Fix your eyes on the quarter ending results of the global capital markets […]

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 […]

From the Engine Room: Q4 2017

The quarter ending numbers are in! Fix your eyes on the results of the global capital markets from your trusted advisors here at Timonier. Explore this report illustrated with a […]