Resources

Getting Started / Client Deliverables

Document: What is Fiduciary Advice

Video: What it Means to be a Fiduciary

Document: DSWM Form ADV (Firm Brochure)

Document: DSWM Privacy Policy

Document: DSWM Investment Management Agreement

Document: DSWM Financial Planning Agreement

Document: TDAI Account Protection

Document: TDAI and You

Income Taxes

Link:  2023 Tax Rate Schedules - Federal

Link:  2023 Tax Rate Schedules - State

Document: Secure Act Summary

Document: TCJA (Tax Cuts and Jobs Act)

Financial Planning

Video: Financial Planning

Document: eMoney Retirement Projection Sample Abridged

Document: CFP Board Consumer Guide to Financial Planning

Investment Concepts

Video: A Foundation Built on Great Ideas

Video: Applying Science to Investing

Document: DSWM A Better Way to Invest

Document: Dimensional Fund Advisors Matrix Book

Document: DFA Balanced Index Strategies 1973-2019

Video: Investment Policy Statement

Your Personal Financial Website

Video: Life in a Box

Video: Personal Financial Website Overview

Video: Safe & Secure

Document: Safe & Secure

Document: Best Practices for Using Your PFM Site

Document: Personal Financial Website FAQ

Document: Connections

Document: Vault Overview