WEB TOOLS TO ASSIST

Goals & Values Ratings Tool

Find out what’s most important to you.

Living To 100 Calculator

Longevity is a key risk factor to consider.

Access Your Accounts

Provides access to client accounts at TDAI.

Share Your Files Securely

Provides access to the Fiscalis’ client portal.

FINANCIAL PLANNING & RELATED INSIGHT

Financial Planner Qualifications Guide

A tool for comparing financial planner qualifications.

Guide to Financial Self Defense

A CFP Board booklet about how to spot a fraud.

Fee-Only: What's the Difference?

An article from Forbes on Fee-Only financial planners.

The Value of Financial Planning

A study on the value of financial planning.

ON INVESTING

Presidential Elections

2020 Market Volatility

Living In Fear of Market Downturn?

David Booth of DFA explains why we should change the way we think about investing.

The Random Walks of Stock Prices

Prof. Eugene Fama (Nobel 2013), on the  nature of stock price changes, charting and analysis.

A Banker's Last Instructions

Former banker, Gordon Murray talks about the lessons he learned in investing.

A Case for Index Portfolios

Ferri & Benke – Investors holding index funds have a better chance for success.

2019 S&P Index vs. Active Report

S&P’s 2019 report comparing active management to relative benchmarks.

WHY FISCALIS INVESTS WITH DIMENSIONAL

Dimensional Origins

Noise, Satellites and Portfolios