As more people become concerned about our impact on the planet, the asset management industry has tried to keep pace. To help investors understand the ESG strategy of one firm, this blog post will summarize the approach taken by Dimensional Fund Advisors (DFA), one of the primary asset management companies that we partner with at Stratus.
While the pandemic has drastically shifted the economy, finances, savings and spending habits, and our approach to financial planning, not all of it has been bad, and we continue to try to look on the bright side – and help our clients do the same.
The outperformance of large growth stocks over the past decade has many financial commentators wondering if there is still a premium associated with investing in small cap and value stocks. We share our perspective here.
President Biden signed the American Rescue Plan Act into law on March 11, 2021. The act provides additional relief for individuals and families, such as a third round of stimulus checks and extended unemployment benefits, as well as several clarifications and updated provisions that are important for your business’s strategic planning – all of which we outline here.
As the pandemic has heightened everyone’s stress, we have found that many of our clients and other business owners have numerous fears and concerns around their retirement, and may not only be emotional, but potentially misinformed as well. Here are 4 tips for business owners and families to help reassure themselves and reaffirm their goals.
Depending on which industry you work in, 2020 could have been a phenomenal year or a complete disaster. Regardless, it is now time to refocus on how you can streamline your personal and business budget for a strong 2021. Here are four ideas to help your family, your business, and your community thrive in the new year.