Some perspective courtesy of Dimensional Fund Advisors: Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out … [Read More...]
Best Financial Planners 2021 D Magazine
Patty Priddy and Jean Keener have again been named to the D Magazine list of Best Financial Planners in Dallas. Each spring, D Magazine asks Certified Financial Planners in the Dallas-Fort Worth … [Read More...]
FAQs on RMDs from Inherited IRAs
When the SECURE Act was passed by Congress at the end of 2019, the rules changed for most future Inherited IRA holders. But wait… wasn’t there also the CARES Act in 2020 that allowed ALL IRA owners … [Read More...]