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Die With Zero - by Bill Perkins
This month, we read a book that was really thought-provoking. Looking past the catchy title, the content of the book is primarily...
Geoff Wells
Dec 29, 20221 min read


SECURE Act 2.0 - New Tax Legislation
Throughout 2022, Congress was debating a new bill that had been named the "SECURE Act 2.0" after the initial Setting Every Community Up...
Geoff Wells
Dec 28, 20221 min read


"What Did We Learn About Investing in 2022?"
The article below is shared from a recent Dimensional Funds newsletter on December 19th responding to the above question. We found it...
Geoff Wells
Dec 27, 20223 min read


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