Helpful Articles & Videos

Planning for a New Baby
Vanessa McElwrath, Advisor | ML&R Wealth Management

Investment Shock Absorbers
Jim Parker, Vice President | Dimensional

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

Are you Prepared for the Next Financial Crisis? Revisiting 2008 Ten Years Later
Scott Adair, Advisor | ML&R Wealth Management

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

February 2020: In the Know

January 2020: In the Know

December 2019: In the Know

401(k) Retirement Plan Services

January 2020: Retirement Plan Services Newsletter

October 2019: Retirement Plan Services Newsletter

Books I’m Reading

The Investment Answer

By Daniel C. Goldie and Gordon S. Murray