What an incredible way to start the New Year for the Valiant Wealth Family Office Team. Doug Vander Weide, his daughter Grace and yours truly, Ginny Shiverdecker, were joined by an incredible group of volunteers from the greater Des Moines area and across the country for another AbodShelters Foundation mission... read more →
Minimizing investment costs is a critical part of investment success. Because we live this as part of our firm's investment philosophy, we are excited to announce that Dimensional Fund Advisors (DFA) has reduced expense caps and investment management fees for several of the funds within our model portfolios. As of February 28th,... read more →
A magical feeling permeated the air at The Woods in Jupiter Thursday evening Dec 1st. Entrepreneurs, business owners and medical professionals gathered at the new Tiger Woods owned restaurant for the first Valiant Wealth Philanthropy Experience. The Florida event was raising funds for the Abōd Shelters Foundation to benefit projects... read more →
Investors are coming around to the facts about their chances of successfully beating the stock market over any period of time. As we’re fond of saying here, taxes and expenses matter as much as any other investment decision you make. The Wall Street Journal recently picked up on the success... read more →
There are several different ways to approach college savings. In the video below from eMoney, they take a look a several points to consider.
Every state writes their own rules for 529 college savings accounts. In the State of Iowa, the contribution deadline used to match up with the end of the calendar year. That's changed effective for tax years beginning on or after January 1, 2015. Iowa taxpayers may now elect to treat... read more →