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"A Little Bit of Judgment Can Make a Difference"

Submitted by Desmond Wealth Management, Inc. on December 12th, 2016

These words of wisdom were recently expressed by Dimensional Fund Advisors’ David Booth in an October 2016 Wall Street Journal series about “passivist” investing. The sentiment is drawn from Dimensional’s 35-year well of experience offering a structured family of funds according to this same ideal.

Tags:
  • Portfolio goals
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Understanding the 2017 Income Tax Reform Proposals: President Trump vs. House Republicans

Submitted by Desmond Wealth Management, Inc. on December 5th, 2016

This week’s article features Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC. In this article, Kitces offers valuable insight on the potential tax reforms we may see in 2017:

EXECUTIVE SUMMARY

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Hut, Hut, Hike! (Your Tax Bill)

Submitted by Desmond Wealth Management, Inc. on November 28th, 2016

The 2016 NFL season is in full swing, and fans are spending billions of dollars to show their loyalty to their teams. The average ticket costs $92.98. The average beer runs $7.38. Even parking can cost as much as $75 to see the Cowboys at AT&T Stadium. Fans spend billions more on licensed hats, jerseys, jackets, and other apparel.

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A Thanksgiving for Coming Together

Submitted by Desmond Wealth Management, Inc. on November 21st, 2016

We speak often about how important it is to have faith in your long-term investment strategy. Today we want to talk about similar ideals in a greater context.

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Change Your Passwords Now - New Internet Vulnerability Discovered

Submitted by Desmond Wealth Management, Inc. on November 14th, 2016

A recent internet attack in the eastern United States by hackers opens up a new area of vulnerability for all of us. Here is what you need to know.

What is new

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Post-Election Reflections

Submitted by Desmond Wealth Management, Inc. on November 9th, 2016

Whether you’re feeling elated, deflated or mostly just jaded about what just happened in the U.S. elections, we wanted to share a few thoughts related to the “What’s next?” that may be on your mind. It’s possible that even President-elect Trump himself didn’t see this one coming.

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Presidents, Politics and Your Portfolio: Thinking Beyond Stage One

Submitted by Desmond Wealth Management, Inc. on November 2nd, 2016

It’s no surprise that this year’s U.S. presidential race has become a subject of conversation around the globe.

Tags:
  • Portfolio goals
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Avoid Paying More Than Your Fair Share of Taxes

Submitted by Desmond Wealth Management, Inc. on October 24th, 2016

Americans love awards shows — the Oscars, the Grammys, the Emmys, and the Tonys.

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Investment Management vs. Financial Advice

Submitted by Desmond Wealth Management, Inc. on October 17th, 2016

One of my favorite writers on common sense investing is Ben Carlson. I’ve always enjoyed his blog. This is a recent one that I felt was worth sharing:

There’s never been a better time to be an investor.

Tags:
  • Portfolio goals
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QUARTERLY MARKET REVIEW - Q3 2016

Submitted by Desmond Wealth Management, Inc. on October 10th, 2016

What happened in the market last quarter? This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

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  • Portfolio goals
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