News & Insights

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David McClellan Featured in CBS 2 News Story on Saving for Retirement

05/11/2016

Forum Financial Advisor David McClellan was featured in a CBS 2 news story on saving for retirement on May 9.

Are You Saving Enough for Retirement?

While we find the aforementioned content to be interesting and informative, Forum does not endorse or control the additional content that appears on the corresponding website, on which topics unrelated to the subject(s) above appear.

By clicking on a third-party link, you will leave the Forum website. Forum is linking to this third-party site to share information in a different format and is for informational purposes only. However, Forum cannot attest to the accuracy of information provided by this site or any other linked site. Forum does not endorse the site sponsors or the information or products presented there. Privacy and security policies may differ from those practiced by Forum.

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Naming Beneficiaries for IRAs and Other Retirement Plans

04/29/2016

When you name your beneficiaries, you are personally directing who will receive a portion of your wealth. In this Value of Advice white paper, we answer seven questions on the subject, including what could happen if no beneficiary is named.

Naming Beneficiaries for IRAs and Other Retirement Plans

Consult a tax professional or your advisor if you have any questions about completing a beneficiary designation or if you have inherited an account as a beneficiary.

It is important to understand the options for each account before making a decision.

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Conversations With Norm Mindel and David Booth (A Three-Part Series)

04/19/2016

In the first interview of this three-part series, Norm Mindel recalls his first encounter with Dimensional Fund Advisors.

On Finding Dimensional

About the Interview: Forum co-Managing Partner and Founder Norm Mindel sat down with David Booth, Chairman and co-CEO of Dimensional Fund Advisors in November 2015 for this special, one-on-one interview. 

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Drawing Parallels Between the Masters Tournament and Global Diversification

04/13/2016

In this April 7 article from Business Insider, author Bob Bryan explores unexpected parallels between the Masters Tournament and global diversification.

Read the Article

While we find the aforementioned article to be interesting and informative, Forum does not endorse or control the additional content that appears on the corresponding website, on which topics unrelated to the subject(s) above appear.

By clicking on a third-party link, you will leave the Forum website. Forum is linking to this third-party site to share information in a different format and is for informational purposes only. However, Forum cannot attest to the accuracy of information provided by this site or any other linked site. Forum does not endorse the site sponsors or the information or products presented there. Privacy and security policies may differ from those practiced by Forum.

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Quarter-End Summary

04/08/2016

Whether in business, life or even love, we find ourselves compelled to root for the underdog. 

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Recent Market Volatility

02/11/2016

Since the beginning of the year, the stock market has experienced significant volatility. This article from Dimensional Fund Advisors sheds more light on the subject of volatility, including why we should expect prices to fluctuate and whether prices in January have provided information about the subsequent 11 months. 

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