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By focusing on three main areas of estate planning—wills, trusts and fiduciaries—this report shows you how to get on track by making sure your estate plans are up to date and in accordance with your wishes.

This piece highlights 10 key decisions that can help investors effectively target long-term wealth in the capital markets. It contains a list of key principles to improves your odds of success. Read more here.

It's what no one ever wants to hear: "The test results have come back positive."

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the race position. Owning an undiversified portfolio can trigger similar reactions.

We're not in business just to get more business - we want a great quality of life for ourselves as well as our clients! Here's a three-step process that can make you a much happier person. Bonus: Greater happiness can also mean greater business and financial success!

To help prevent fraud, Medicare will soon begin mailing new cards with unique Medicare Numbers. Click HERE to learn more about the new Medicare cards.

As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

Click HERE to read "Sailing with the Tides", Dimensional Vice President Jim Parker's latest piece in his Outside the Flags series.

Many people, who have achieved success and wealth through their business, have done so with their intellectual capital. What exactly is intellectual capital? This is the sum of the business’ hidden assets, such as its human resources, knowledge, intellectual property, and all of the client and stakeholder relationships that bring immeasurable value to the company. In essence it is your “secret sauce,” which gives your business its competitive edge. When the recipe is lost or stolen, your business can lose most, if not all of its value.