Many of you know Nell as one of our team’s rockstars—dedicated to your financial life with a unique mix of skill, insight, and care. You may not know that she’s also been preparing for an exciting new chapter behind the scenes…

Nell and her husband welcomed their first child on April 27th!

We’re thrilled to share that baby girl, Merrill Cameron Schiffer, arrived happy and healthy, weighing 8 pounds, 11 ounces.

As expected, Nell approached this milestone with the same thoughtfulness she brings to our daily work. She’ll be stepping away for maternity leave and plans to return in the second half of July.

We’re so happy for Nell and Walter, and grateful to be a firm that celebrates and supports life’s biggest moments.

We’ve been saying it for years, and it’s always nice to hear others—especially respected voices like Jason Zweig—reinforce the message.

In a recent Wall Street Journal column, Zweig highlights a subtle but costly mistake many investors are making right now: chasing what’s worked recently and ignoring timeless principles like diversification, discipline, and rebalancing.

He writes:

“You’re making predictions without even realizing it. And most of those predictions are probably wrong.”

Sound familiar?

Zweig’s advice mirrors the core of our evidence-based approach:

• Avoid making emotional or speculative moves
• Stick with a globally diversified plan
• Rebalance with purpose, not panic

This article is another reminder that resisting the urge to act on headlines is often the most powerful move an investor can make.

Read the full piece here.

Long before the Wall Street Journal picked it up, we were already tuned in.

A year and a half ago, we hosted a private screening of Tune Out the Noise—a thoughtful, visually arresting short film that captures the essence of what we’ve been saying for years: successful investing isn’t about reacting to the news—it’s about rising above it.

The film, directed by Academy Award-winner Errol Morris and centered on the story of Dimensional Fund Advisors’ David Booth, is now getting the national spotlight. The WSJ recently featured the film and its message, which reinforces what we’ve long believed—and shared with our clients:

Ignore the noise. Focus on what matters. Stick to the plan.

We’re proud to have brought this film to our clients and friends well before it was newsworthy. That’s part of what we do—curate ideas, tools, and insights that help you stay the course, often before the rest of the world catches on.

Read the Wall Street Journal article:

Investing Documentary by Errol Morris Tells You to Do Nothing