BLOG

Just some words we wrote on financial planning and investment management topics for you.

NEWS UPDATES

Yellow umbrella standing in a storm with lightning and rain, symbolizing protection during market volatility.

Investing Strategies in Volatile Markets

How should investment strategies change in response to market volatility created by current events?

Matthew Kelley

Mar 134 min read

Two people sit on a wooden deck, gazing at a calm blue lake and distant island. They wear hats, casting long shadows in the serene setting.

What If Generational Wealth Isn’t Your Goal?

Many high earners focus on accumulating wealth, measuring success that way. But some embrace a different philosophy: spend everything before you die, to build a life of experiences.

Matthew Kelley

Feb 26 min read

Illustration of two men talking, one showing a lightbulb icon for an idea and the other showing a dollar sign, suggesting a discussion about funding or investment.

Private Equity in 401(k)s: Smart Move or Risky Bet?

We explain why offering private equity/credit investment options in 401(k) plans may not be as beneficial for individual investors as it sounds.

Matthew Kelley

Dec 8, 20258 min read

Wooden blocks spelling “INDEX FUND” arranged in two rows on a bright yellow background, with a white upward-pointing arrow line graph overlay symbolizing financial growth or investment performance.

The Pros and Cons of Active Investing vs Passive Index Funds

Understand the pros and cons of active management vs passive index funds, and why GMW uses Dimensional Funds’ disciplined “best of both worlds” approach.

Matthew Kelley

Nov 3, 20254 min read

Two business professionals shake hands in silhouette at the entrance of a modern office building, with natural light streaming through the glass doors behind them. One person is holding a briefcase. The scene conveys a formal, professional interaction such as a meeting, partnership, or agreement.

Common Mistakes in Business Succession Planning (and How to Avoid Them)

Succession planning is more than choosing who will take over the business. It’s about protecting your company, employees, and economic value. Learn how to do it right.

Matthew Kelley

Jul 31, 20257 min read