Find out everything you need to know about probate records and what information goes under public record in this guide.

The first half of the year turned out to be better than expected, with Europe dodging recession, China emerging from a multi-year lockdown and a tight U.S. labor market providing a boost to activity.

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling.

The move by Fitch Ratings to strip the U.S. government of its top-notch AAA credit rating again underscores the long-term challenges we see for the U.S. fiscal outlook.

Sky-high costs and growing skepticism are not the only factors playing into enrollment declines.

EWills are on the rise, making estate planning more accessible and convenient than ever. Learn about the current landscape of eWill legislation and what lies ahead.

Watch a recording of our webinar: Q2 Market Review presented by Leonard Golub, CFA.

The IRS has announced certain relief and guidance for RMDs for 2023.

How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment.

With the passing of the SECURE Act (both 1.0 and 2.0), the use of a See-Through Trust became popular. Learn how this estate planning tool can help you pass your retirement assets to your loved ones, and when it makes sense to use one.

The likely cause for declining oil prices is increased U.S. production, which is expected to reach an all-time high in 2023.

Effective July 25, 2023, Fidelity will increase the limit on mobile check deposits to $500,000.

Over the past 20 year, 92% of Dimensional’s small cap funds outperformed their benchmarks vs. only 30% industry-wide.

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

The market-friendly number is still above the Fed’s target, and a July interest-rate hike looks likely.

Learn the best ways to safeguard your personal information—and your money.

Bringing up the conversation of Wills to your parents can be challenging, but it is important to bring up these topics sooner rather than later so that you have the opportunity to understand your loved one’s final wishes.

By establishing a living will, you can have peace of mind knowing that your loved ones will know exactly what to do if the unimaginable happens.

The first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate.

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.