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We Have a New Employee!

December 22, 2021Please welcome our new Director of Parental Sleeplessness, Quinn William Sylvia. In this picture, he’s either deep in thought, or taking an afternoon nap, much like Uncle John. Either way, he’s already in line for a promotion to CCO (Chief Cuteness Officer). If you know Bill, you may be a bit surprised. Yes, Quinn couldn’t wait to join the firm, crushed the interview process, and got here a few weeks early. Quinn, mom and dad are all doing great and everyone is healthy. There’s good in this world, and here’s proof. We hope this little symbol of hope brightens your ... Read More

Do Cliffs Follow Peaks?

November 30, 2021How often have you said, “How much higher can it go”? Well, we have an answer… Surprised? There’s no cliff at all. Quite the opposite in fact. And “How much higher can it go”? The answer has always been, “Much”. The returns after new highs are just about the same as returns after any period. It makes sense. The S&P 500 has averaged 10% since 1926. If stocks went down every time they went up, returns would be closer to zero than 10%. Reaching record highs regularly is the outcome one would expect. Cheers, John, Bill, Mark & Melanie

Proposed Tax Changes

September 16, 2021The “American Families Plan” will be debated and finalized in the weeks to come. Here are the key proposed changes: New income tax brackets: New capital gains rates: 8% Net Investment Income Tax (NIIT): Certain high-income S-corporations will be subject to the NIIT, phased in, at thresholds of $400,000 for single filers and $500,000 for joint filers. New surtax: 3% will be added to the top income tax rate for those earning over $5 million, making the true new top rate 42.6% QBI: the maximum allowable Qualified Business Income deduction will be capped between $400,000 and $500,000. Back-door Roth Conversions: ... Read More

Think of It This Way

August 18, 2021The Uncommon Average Since 1926, the US stock market has returned 10% a year on average, but the road to 10% has been bumpy. Returns in any given year have ranged from as high as 54% to as low as -43%. In fact, the S&P 500 had a return within plus or minus 2% points of this 10% average in only 6 of the past 95 calendar years. This uncommon average of the stock market is similar to the uncommon average associated with LeBron James. LeBron has averaged 27 points, 7 assists, and 7 rebounds a game during his entire ... Read More

The Holy Grail

The Holy Grail is understanding what determines expected return. Leveraging quality proven data is key.

A Foundation Built on Great Ideas

Many of the greatest advancements in finance have come from academic research. Dimensional Fund Advisors is a pioneer in translating those discoveries into practical investment solutions for clients.