Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

View the results from our 2024 Client Satisfaction Survey.

Time is running out! There are several year-end financial planning opportunities with a December 31st deadline that we would like to remind you of.

Effective July 25, 2023, Fidelity will increase the limit on mobile check deposits to $500,000.

View the results from our 2022 Client Satisfaction Survey.

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

Time is running out! There are a number of year-end financial planning opportunities with a December 30th deadline that we would like to remind you of.

Data Loading is our new complementary service to help our clients get their data, documents, and records into NCM360. 

Every year there may be activity from within mutual funds that result in a distribution of capital gains to shareholders. Our Investment Partners have provided early estimates of these distributions.

Fidelity is now asking that a trusted contact(s) be added to your accounts who they may reach in the event they are unable to get in touch with you, or if they are concerned about your health, well-being, or welfare.

View the results from our 2022 Client Satisfaction Survey.

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

Time is running out! The following topics were discussed on our Year-End Planning webinar last week. If any of these are of interest, please let us know as soon as possible.

Every year there may be activity from within mutual funds that result in a distribution of capital gains to shareholders. Our Investment Partners have provided calculators that can provide early estimates of these distributions.

View the results from our 2020 Client Satisfaction Survey.

In response to client questions about 2020 tax documents, as a reminder, IRA owners who rolled back RMD distributions will receive two documents for 2020 tax filings.

The IRS has extended the tax filing deadline to June 15, 2021 for residents of TX due to February winter storms.

IRS forms 8283 are now available at Fidelity Charitable for those who contributed $500 or more of publicly traded securities for the 2020 calendar year.

IRA owners who rolled back RMD distributions will receive two documents for 2020 tax filings.

Over the past year, we made the decision to gradually convert away from blend funds, and we have now begun that process.