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

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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.

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 34 min read

Robot hand and dotted human hand touch fingers, creating a yellow ripple effect on a blue background. Symbolizes technology meeting humanity.

Robot hand and dotted human hand touch fingers, creating a yellow ripple effect on a blue background. Symbolizes technology meeting humanity.

Should AI Replace Your Financial Advisor?

Will generative AI replace your financial advisor? Would that be a good thing? We explain why a middle ground is best for both clients and advisors.

Matthew Kelley

Jun 115 min read

A notebook with the words 'Alternative Investments' written in stylized handwriting, accompanied by hand-drawn illustrations of money and a hand exchanging cash. The notebook is placed on a pastel green surface, surrounded by office supplies including a calculator, a yellow highlighter, a pen, and sticky notes.

A notebook with the words 'Alternative Investments' written in stylized handwriting, accompanied by hand-drawn illustrations of money and a hand exchanging cash. The notebook is placed on a pastel green surface, surrounded by office supplies including a calculator, a yellow highlighter, a pen, and sticky notes.

Alternative Investments for Individual Investors: Pros and Cons

Alternative investments can offer unique opportunities to high income earners, but it is critical to know the risks involved. We explain the

Matthew Kelley

Mar 188 min read

Beyond Returns: Adopting Tax-aware Investment Habits

Beyond Returns: Adopting Tax-aware Investment Habits

Beyond Returns: Adopting Tax-aware Investment Habits

In this article, we look at ways to be tax-smart without being tax-obsessed.

Matthew Kelley

Nov 22, 20249 min read

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