Upcoming Webinar – Independence Advisors presents a Q & A with Dimensional Fund Advisors

Month: May 2017

May 30, 2017  |  

Upcoming Webinar – Independence Advisors presents a Q & A with Dimensional Fund Advisors

This live webinar event will be a question and answer session with Dimensional Fund Advisors (DFA).  DFA is a global investment firm that manages over $500B for investors.  Joining us will be Apollo Lupescu, Vice President and Dave Plecha, Global Head of Fixed Income.  Apollo and Dave will be answering questions on the role fixed income plays in your portfolio. The hour-long session is designed to be interactive and provide practical, actionable information, and is […]

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May 25, 2017  |  

My Son’s Surprise 18th Birthday Present: Not What He Expected, But It Will Keep On Giving

Key Takeaways Once your child turns 18, the law prevents you from making certain important financial decisions on his or her behalf. Purchase basic estate documents for your child: will, durable POA, healthcare POA. Help your child select a credit card (with reasonable limits and rates) to establish a credit history. I wrote this blog almost 2 years ago when my daughter turned 18 and now it’s my son’s turn.  While I had to push […]

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May 8, 2017  |  

Are You Waiting for “Perfect” Investment Conditions?

It was a great day to be out on the river. The weather was beautiful–clear skies and 65 degrees with a pleasant breeze. The newer fishermen in our group didn’t realize that the pleasant weather may have been good for hiking but wasn’t very conducive to catching fish. The old salts among us knew that they would have their work cut out for them. They knew that world-famous Spruce Creek in central Pennsylvania was going […]

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May 3, 2017  |  

401(k) Loans: What You Need To Know

Employer-sponsored retirement plans, specifically 401(k)s, are easy and efficient tools for helping employees save for their golden years. However, if you’re an employee and you need to tap some cash now, it’s tempting to ask yourself: “How can I access this money?” The short answer: It’s fairly easy to do so, but there some important caveats to consider. If you are younger than age 59 ½, there is a 10 percent penalty on any withdrawals […]

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