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

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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

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

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 11, 20255 min read

BLOG

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

NEWS UPDATES

Investing Strategies in Volatile Markets

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

The Pros and Cons of Active Investing vs Passive Index Funds

Should AI Replace Your Financial Advisor?

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