By establishing a living will, you can have peace of mind knowing that your loved ones will know exactly what to do if the unimaginable happens.

The first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate.

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Beneath the surface are two market dynamics: the megacap tech stocks, which account for the lion’s share of positive market performance year-to-date, and everything else.

Get updates on our 2023 outlook for growth, inflation, and central bank policies, plus 10-year asset class return forecasts.

Reflecting on the man who built investing’s foundation: Modern Portfolio Theory.

Three important developments occurred recently in the world of federal student loans.

The Fed has initiated this rapid series of rate increases, the fastest set of increases since the 1980’s, in an attempt to slow the economy and bring down red-hot inflation.

Our global survey of economic conditions features a look at divergent expectations for the key U.S. interest rate.

Deciding who should be your beneficiary may be a no-brainer for some people. But for others, it might be a bit more difficult.

Frank conversations and some extra planning may be necessary.

The announcement made it clear that the committee still needs more compelling evidence that inflation is under control and could very well tighten at least once more this summer.

Data suggests a mild recession is possible before year end.

How does a Family Trust work? Are there different kinds? And how can you set up your own Family Trust? Use this step-by-step guide to get started!

Investors have long pursued real estate investments for accumulating and growing wealth.

Falling energy and electricity prices helped disinflation in headline CPI, which rose just 0.1% on the month, while stickiness in shelter, used cars and transportation services kept core inflation steady at 0.4%.

History shows that stocks tend to outpace inflation over time—a valuable reminder for investors concerned about rising prices.

Thank you to all of you who were able to join us for this session of Money Mindfulness Meditation: Hindrance.

Investors have more ways than ever to fund Roth accounts under the Secure Act.

A Survivor's Trust is a sub-trust created when one spouse in a Joint Trust passes away.