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
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
Simple Money – A No-Nonsense Guide to Personal Finance
By Tim Maurer