WEB TOOLS TO ASSIST

Goals & Values Tool

Find out what’s most important to you.

Living To 100 Calculator

Longevity is a key risk factor to consider.

Client Login for SSG

Provides access to client accounts at SSG.

Client Login for TDAI

Provides access to client accounts at TDAI.

Share 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.

2020 S&P Index vs. Active Report

S&P’s 2020 SPIVA report comparing active managers to their appropriate benchmarks.

WHY FISCALIS INVESTS WITH DIMENSIONAL

Dimensional Origins

Noise, Satellites and Portfolios