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Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time - but what is it? What are assets, and what happens when you allocate them?

Asset Allocation: A Classy Subject

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. 

If your family has trouble with the kiddie tax, you face some new wrinkles for tax years 2018 through 2025 thanks to the Tax Cuts and Jobs Act (TCJA) tax reform. This is one of the many areas where tax planning can pay off.

“Our new Constitution is now established, and has an appearance that promises permanency; but in this world, nothing can be said to be certain, except death and taxes.”

It’s a quote that comes to us from Benjamin Franklin, who uttered the phrase in 1789.

We often write when markets are roiling, or when unsettling news may have you questioning your resolve as an investor. Today, we simply want to take a moment to step away from the daily turmoil, and honor the life of one giant man.

On January 16th, Vanguard founder John “Jack” Bogle, passed away at age 89 in his Bryn Mawr home.

If there’s one thing Dimensional Fund Advisors is unlikely to ever be accused of, it’s having a flair for the dramatic. Then again, that’s why we find their objective insights so appealing, such as this lead-in to their recently released 2018 Market Review:

What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the worst of times, it was the usual mixed bag.

We hope everyone had a wonderful holiday season. Whether you reached your personal goals in 2018, faced challenges, or are looking for a 2019 reboot, let’s take a moment to hit on the key themes from the past year.

Before we get started, we want to revisit a comment we included in another article as we left 2017 and began 2018.

So, are you ready to get a jump on 2019? Last year, we shared a list of 10 financial best practices for the year ahead. We thought we’d make it an annual tradition. Here are six more financial best practices for the year ahead. Pick a few of them or take on the entire list. Either way, you’ll be that much further ahead by the time 2020 rolls around.

by Louis Alleva

How will the Tax Cuts and Jobs Act (TCJA) affect a taxpayer’s withholding? Should any changes be made? Are there new circumstances that require an examination of the allowances claimed? You bet there are, but before explaining the impact of tax reform on withholding, let’s take a step back and look at the allowances themselves.