Dimensional Fund Advisors Vice President, Apollo Lupescu, PhD and Jared Faltys, CPA/PFS provide a current market update. Recorded October 16, 2026.

Tuesday, August 4th, 2026, over 75 young entrepreneurs gathered to spend the day learning business skills, running their own lemonade stand and having fun! Despite the rainy day, the campers still raised over $1,000 to be donated to the Norfolk Kiwanis Group! 🍋 Norfolk’s annual Lemonade Camp, hosted by McMill CPAs & Advisors, Retirement Plan […]

THE FUTURE IS UNKNOWN, SO PLAN ACCORDINGLY I saw a great Forbes article recently that reinforced the fragility of forecasting using a quarter century-old anecdote about the Pentagon changing the way they identify future threats. The change stemmed from a review of how quickly the geopolitical landscape evolves—yesterday’s adversaries can become tomorrow’s allies. Rather than […]

Dimensional Fund Advisors Vice President, Apollo Lupescu, PhD and Jared Faltys, CPA/PFS provide a current market update. Recorded July 16, 2026.

A GUIDE TO THOUGHTFUL SPENDING It has never been more tempting to spend money. Every day, we’re pressured to buy something, whether through traditional ads, targeted recommendations or the curated lifestyles of online influencers. The messages are constant and persuasive. Financial professionals like us spend a lot of time talking about how to save. But […]

Dimensional Fund Advisors Vice President, Apollo Lupescu, PhD and Jared Faltys, CPA/PFS provide a current market update. Recorded May 1, 2026.

MARKET REVIEW 2025: US STOCKS RIDE ROCKY ROAD TO A THIRD STRAIGHT YEAR OF GAINS KEY TAKEAWAYS • US stocks continued climbing in 2025, with the S&P 500 gaining almost 18%, while international stocks soared nearly 32%.• The Fed reduced interest rates by 0.75 percentage points even as it coped with stubborn inflation, citing labor […]

As part of a broader U.S. Department of the Treasury initiative to transition to fully electronic federal payments, the Internal Revenue Service (IRS) is phasing out paper tax refund checks for individual taxpayers for the 2026 federal tax filing season.1 Why is the IRS making this change? The move towards electronic payments is designed to […]

The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, implemented several significant provisions, including new deductions for overtime and tips. States, in turn, have been evaluating how these federal tax changes will impact their own income tax revenue and administration. For individuals, how states respond to the federal legislation is significant because it […]

EDUCATING THE NEXT GENERATION ABOUT FAMILY WEALTH MANAGEMENT Over the next few decades, an enormous amount of wealth is expected to pass from older to younger generations. This has been dubbed the “Great Wealth Transfer,” and one estimate suggests that $124 trillion will change hands by 2048. It’s an eye-popping figure, to be sure, but […]

Dimensional Fund Advisors Vice President, Apollo Lupescu, PhD and Jared Faltys, CPA/PFS provide a current market update. Recorded October 16, 2025.

Paper Checks Phasing Out: Executive Order 14247, “Modernizing Payments To and From America’s Bank Account”, was signed on March 25th, 2025. This policy is working to transition payments made to and from the U.S. Department of Treasury to be fully electronic. Beginning September 30th, 2025, the federal government ceased issuing paper checks, with limited exceptions. […]