Richard Thaler, who teaches at the University of Chicago Booth School of Business, was awarded the 2017 Nobel Memorial Prize in Economic Sciences for his research into how human behavior affects financial decision making.
Forum advisor Christopher Genzler discusses how dementia can affect wealth planning and the importance of power of attorney.
The question of where to live represents one of the most important decisions retirees can make because where they live ultimately influences how they live. The answer to this question may initially be fueled by financial considerations, but choosing a location is not just about cost of living.
Last week, Dimensional Fund Advisors announced that Gerard O’Reilly, Chief Investment Officer and Head of Research, has been appointed co-CEO to lead the organization with current co-CEO Dave Butler. Eduardo Repetto, who has served with Dimensional for more than 15 years in various roles including serving as co-CEO since 2010, will leave Dimensional in September.
Forum Financial Management would like to share the following personal insights and words of congratulations.
The first Forbes article from Jonathan Rogers, co-managing partner for Forum Financial Management and a contributor of the Forbes Finance Council, discusses separately managed accounts.
ELEMENTAL | Mystery
ELEMENTAL | Unpredictable
ELEMENTAL | Pattern
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