Military Financial Counseling | Finch Wealth Management

Elections - Does the Stock Market have a Preference?

One of my favorite assignments on active duty was flying C-21As (Learjet 35As) at Andrews AFB. I joke that I had so much fun in that...

Hoop Dreaming versus Investing across a Lifetime

By David Booth Chairman and Founder, Dimensional Fund Advisors Every year at this time, the NCAA men’s basketball tournament thrills fans...

Are the very wealthy the only ones who need a trust?

Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and...

Automated Dollar-Cost Averaging

Buy low, sell high With stocks or any investment, success is pretty simple. We want to buy when prices are low and sell when prices are...

April 15th is approaching: is a Backdoor Roth IRA right for you?

April 15th is quickly approaching, and with it, investors have an opportunity to their IRAs and have it count towards their 2021...

Mistakes are Expensive: A New Generation Embraces Financial Planning at the Mid-Stage

Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of...

What Drives Investment Returns? Start with Ingenuity.

By Weston Wellington Vice President, Dimensional Fund Advisors A recent news item reported that Frederick Smith intended to step down as...

Why we should ask "What if I'm wrong?"

I was listening to a great podcast this morning with two intellectual heroes, Stanford-educated performance/longevity MD Dr. Peter Attia...

Smooth Air and Turbulence. Bulls and Bears.

Some days are smooth and clear, and some days not so much. Some days are definitely more fun than others. While we find weather quite...