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Recent News

Dimensional’s David Booth Discusses the State of ETFs, Investing and More

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4 min read
Post-Pandemic, ‘Living at the Office’ Takes on New (and Lucrative) Meaning

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5 min read
Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot

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2 min read

JUST FOR FUN

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Luck or mastering the laws of physics?

Golfer Jon Rahm Rodriguez produced a superb shot that skimmed off the water before slowly rolling its way into the hole.pic.twitter.com/8FPOT6RrTn
— Massimo (@Rainmaker1973) December 31, 2024

Retirement Upside

What Makes a Good 401(k) Website and App (And Why It matters)

2 min read
Photo by Dominik Pearce via Unsplash

Consumer

Brian Niccol’s Two-Year Turnaround Serves Up Sales Growth for Starbucks

The CEO’s “Back to Starbucks” plan focuses on cost savings that are partly reinvested in creating a community coffee-house vibe in stores.

1 min read

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Industrials

Musk’s Boring Company Scores $23 Billion Valuation Despite Slow Progress

The most recent funding round for Elon Musk’s Boring Co. valued it at $23 billion, an almost four-fold increase from its last round in 2022.

2 min read
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Real Estate

US Home Sales Hit 14-Month Low as Borrowing Costs Bite

The 30-year fixed mortgage rate has topped 7% for the first time since May 2025, prolonging a months-long trend eroding US home sales.

2 min read

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Retirement Upside

Where Were You on 9/11?

2 min read
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Advisor Upside

Your Client’s Big Tech Company Just IPO’d. Now What?

These transitions are huge benefits to employees and their portfolios, but they come with complexity that requires sophisticated planning

2 min read

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