“The true character of a society can be measured by how it treats its older adults.”
– Mahatma Gandhi
Some of us are busy wrapping up all the year-end activities for this school year and looking forward to some more relaxed family time that’s just around the corner. We also want to take this opportunity to wish all the fathers and father figures out there a very Happy Father’s Day.
Protecting What Matters: Recognizing Financial Elder Abuse
June 15 is World Elder Abuse Awareness Day. A time to recognize the importance of protecting and supporting older adults in our lives. While elder abuse can take many forms, one of the most common and often overlooked is financial exploitation. As the population ages, raising awareness about these dangers becomes increasingly vital to safeguard the well-being and dignity of our elders. We are sharing this article that discusses the common warning signs of elder abuse. By understanding these, families and caregivers can take proactive steps to protect their loves.
Financial elder abuse: Five common signs
To further support this, we will be hosting a Power of Attorney Workshop on October 30, 2025. We hope to provide guidance on tools that can help prevent financial abuse. Stay tuned for more details.
Understanding Rebalancing: Why is it like Brushing your Teeth?
Think of rebalancing your investment portfolio like brushing your teeth. Dentists recommend brushing for two minutes, twice a day. That adds up to about 24 hours a year. Now imagine skipping all your daily brushing and instead doing one intense 24-hour brush once a year. Sounds absurd right? You would likely end up with lot of problems that could have been avoided with small, consistent care. The same principle applies to how Dimensional manages your investments. Rebalancing regularly, whether daily or frequently, helps keep your portfolio healthy. Dimensional’ s approach focuses on rebalancing every day, an active ongoing process that keeps portfolios disciplined and on track, unlike index strategies. Watch this video to see the difference in action.
Dimensional Looks at Rebalancing Every Day. Indexers Can’t
A Father’s Day Reflection: Lessons from Zeek Braverman
With Father’s Day approaching, we take a moment to reflect on the men who help shape our lives; Fathers, grandfathers, stepfathers, mentors, and all those who have stood in the role with love and dedication.
Have you seen the series Parenthood? If not, it’s well worth watching. It is now streaming on Netflix. It offers a heartfelt, sometimes messy, and deeply human look at what family life really looks like. At the heart of the show is Zeek Braverman; a strong willed, imperfect, beloved family patriarch. Zeek isn’t the classic polished TV dad. He makes mistakes, speaks out of turn, and struggles to change. But what makes him unforgettable is how fiercely he loves his family. Zeek’s story reminds us that great fathers aren’t perfect. They are present. Fatherhood is learning from mistakes, showing up again and again, offering strength and steadiness even when the path is not clear. His legacy was built on the deep connections he cultivated with his children, grandchildren, and wife.
This Father’s Day, we want to say THANK YOU to the fathers and father figures in our lives. We thank you for the sacrifices seen and unseen, for the steady guidance, the quiet encouragement, the wisdom passed down in small moments. Your presence creates a legacy more powerful than you may realize.
From all of us, we wish you a warm and meaningful Father’s Day!