Helpful Articles & Videos

IPOs Used to Pull in Investors
Larry Swedroe, Director of Research | The BAM Alliance

Investment Shock Absorbers
Jim Parker, Vice President | Dimensional

Building on Your Financial Dreams with a Personal CFO
Michael J. Evans, Founder | The Cogent Advisor

Why Busyness Isn’t Good Business
Tim Maurer, Director of Business Development | The BAM Alliance

What Does it Mean to Be a Fiduciary to Your Employees
Judi Pflaumer, Wealth Strategist | Wealth Management Group, LLC

A Look Back at 2016
Weston Wellington, Vice President | Dimensional

ML&R Wealth Management Newsletters

Wealth Management Newsletters

March 2017: Minimize to Maximize Life

February 2017: Building an Enriching Career

January 2017: Finding your Motivation

401(k) and Retirement Plan Services Newsletters

January 2017: Retirement Services

October 2016: Retirement Services

Books I’m Reading

The Investment Answer

By Daniel C. Goldie and Gordon S. Murray