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Brent Urbach | Oct 6, 2020

Highlights: What History Tells Us About Elections and the Market

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Excel University | Aug 5, 2020

Market Perspectives: Insights from a Transformed Investor with David Goetsch

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Excel University | Jul 28, 2020

Quarterly Client Letter – 2020 Q2

Quarterly Client Letter

Before we dive into the usual quarterly investment insights, here’s some fun trivia:

Did you know you have to count to 1,000 before you’ll find the letter “a”

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Excel University | Apr 1, 2020

Quarterly Client Letter – 2020 Q1

Quarterly Client Letter

“What the imagination can’t conjure, reality delivers with a shrug.”
—Trumbo (movie voice-over)

Brace yourself. Your newly released quarterly reports are

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Excel University | Mar 3, 2020

Quarterly Client Letter – 2019 Q4

Quarterly Client Letter

By now, you’ve probably seen a few – or a few thousand– retrospectives on the past year and the past 10 years…with a few 20-year reflections thrown in.

Maybe

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Excel University | Mar 2, 2020

Quarterly Client Letter – 2019 Q3

Quarterly Client Letter

If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two?

Now, what if we asked how long you could go without being

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Excel University | Jul 1, 2019

Quarterly Client Letter – 2019 Q2

Quarterly Client Letter

Amid tariff wars and temporary truces, Brexit bewilderment and historic Hong Kong rallies, the global thermometer isn’t the only gauge that may leave you and

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Excel University | Apr 1, 2019

Quarterly Client Letter – 2019 Q1

Quarterly Client Letter

Another quarter has come and gone; a tick of the second hand in your lifelong financial journey.

At this moment, we can compare and contrast the current

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Excel University | Jan 7, 2019

Here’s The Prescription

Information
As much as I enjoy the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause
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Excel University | Oct 1, 2018

David Booth on the Power of Professional Advice

Professional Advice
Investment
Video

Dimensional founder David Booth shares his perspective on the value of professional advice. In an uncertain world, the right financial advisor can help you

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Excel University | Jul 2, 2018

Global Diversification

Investment
Global Diversification
Video

David Booth speaks on global diversification, highlighting its role in avoiding extreme investment outcomes and emphasizing the importance of

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Excel University | Apr 3, 2018

10 Things To Do Right Now While Markets Are (Not Really) Tanking

Market

“This is a test; this is only a test. Had this been an actual emergency…”

The truth is, the markets are not tanking as we write this piece. In fact, overall

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