Short On Time? Here’s a Quick Summary: Long-Term Market Resilience: While political outcomes may stir emotions, market performance historically reflects the strength of the U.S. economy over time, not the party in power. Diversified portfolios are typically more resilient to... Read More
Short On Time? Here’s a Quick Summary: After a loved one passes, gather important documents such as the will, Social Security number, account statements, deeds, and any estate planning documents to settle the estate efficiently. Address immediate needs by arranging... Read More
Short On Time? Here’s a Quick Summary: 529 plan funds can be used for a variety of educational expenses, including higher education, vocational or trade schools, and K-12 tuition at public, private, or religious institutions. Qualified expenses include tuition, housing,... Read More
Short On Time? Here’s a Quick Summary: The Alternative Minimum Tax (AMT) is a separate tax system designed to ensure that high-income earners pay a minimum level of taxes, with more restrictive deduction rules than the traditional tax system. Due... Read More
Short On Time? Here’s a Quick Summary: Setting Clear Goals and Planning: Just as Olympians set specific, measurable goals and follow detailed training regimens, high-net-worth families should define clear financial objectives and develop comprehensive financial plans with the help of... Read More
Short On Time? Here’s a Quick Summary: Catch-Up Contributions Overview: Workers over 50 can make additional contributions to their qualified retirement plans beyond the standard limits, with contributions up to $30,500 allowed in 2024, compared to the $23,000 limit for... Read More
Short On Time? Here’s a Quick Summary: Rising Subscription Costs: The average American spends $219 per month on subscriptions, often underestimating the total amount by over $100, leading to unnoticed financial strain. Forgotten Payments: Many households have ongoing autopayments for... Read More
C.H. Dean is pleased to announce an expansion to the Dean Mutual Fund family with the launch of a new mutual fund: Dean Equity Income (DAEIX). To be taken to Dean Mutual Funds Website and read the full write up... Read More
Dean Capital Management LLC (“DCM”) is happy to announce that Jason E. Solomon, investment analyst, has passed the CFA Level 3 exam, which he sat for in May 2021. With the passing of this test, and membership acceptance into the... Read More
July 26, 2019 OVERLAND PARK, Kan. (BUSINESS WIRE) Dean Capital Management, LLC (DCM) announces the hiring of Jason Solomon as an investment analyst. “We have been very patient and selective about who we hire at DCM, and we are confident... Read More