KMR Wealth Advisory

10/11/2022

I am very glad to have been working with Dimensional Fund Advisors for more than 20 years.

Experience Dimensional Investing. Learn how we put financial science to work for clients around the world.

05/10/2022

Stock market "UP" years have happened more than "DOWN" years and many have benefited from that fact.

The UP years have occurred more frequently than the DOWN years.

02/27/2022

A recent PwC study found only 24 percent of millennials demonstrate basic financial knowledge, yet few seek professional financial help. This eBook explains all you need to know about working with a financial advisor.

Working With a Financial Advisor Now Can Yield Major Savings for Decades to ComeMillennials face a number of savings obstacles in today's economic environment, and few seek out professional financial help. Even in a digital world, financial advisors are well equipped to help millennials get on tra...

02/22/2022

The majority of millennials admit they don't know enough to properly manage their finances. If student loans or bills prevent you from reaching your financial goals, learn how a financial advisor can set you on the right path.

Working With a Financial Advisor Now Can Yield Major Savings for Decades to ComeMillennials face a number of savings obstacles in today's economic environment, and few seek out professional financial help. Even in a digital world, financial advisors are well equipped to help millennials get on tra...

02/17/2022

Ever wonder what a financial advisor actually does and whether one could help you? This article gives you the lowdown.

Working With a Financial Advisor Now Can Yield Major Savings for Decades to ComeMillennials face a number of savings obstacles in today's economic environment, and few seek out professional financial help. Even in a digital world, financial advisors are well equipped to help millennials get on tra...

05/25/2021

May's Flower Moon

Why should you notice the moon on Wednesday, May 26, 2021?

05/24/2021

An interesting bit of information, just because.

04/16/2021

Everybody's situation is different but if you have a 401(k), or an IRA, or any other type of retirement account and you will be getting social security benefits and you have other investments it is a good time to do some cash flow planning including the pros and cons of ROTH IRA conversions.

Does it matter how your money flows during retirment?

04/16/2021

Your cash flow during retirement

Does it matter how your money flows during retirment?