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Is It Time for That “We’re Not Getting Any Younger” Talk?
If you are in your 60s, give or take, it may seem like only yesterday that you were having “that talk” with your children. You know, the...
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In Defense of the Home Mortgage: Not all Debt is Bad Debt
We believe it’s time to take a fresh look at a timeless question: Is it better to own your home outright or maintain a mortgage? Given all...
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Evidence-Based Fund Selection vs. the Stock-Picking Circus
In a recent Cogent Commentary, “Peering Past the Market’s Peaks and Valleys,” we emphasized how important it is to embrace an evidence-based strategy as a...
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Peering Past the Market’s Peaks and Valleys: Cogent Advice in Video Action
It’s one thing to understand intellectually that, to earn market returns, you must first traverse the peaks and valleys that stand between you and your...
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The Company You Keep, The Advice You Accept
“There are few regulations that smart, motivated targets cannot evade.” — Vanguard founder Jack Bogle Bogle may have said it more succinctly, but “The Market...
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Dimensional’s 2015 Year in Review: A Tale of Risks and Expected Rewards
To counteract some of the stress that the markets have been putting us through lately, we’d like to share a short, upbeat tale with you...
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Year-Round Cogent Giving
As we swing into a new year, you may be tempted to assume that the time for charitable giving is behind us. But really, what...
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Dimensional’s 2014 Year in Review: World Views Generate Nothing New for Investors
According to Dimensional Fund Advisors’ 2014 Review, two non-U.S. developed countries (in the MSCI Index) experienced 2014 annual returns of +22.77% and –22.04% in seesaw fashion. Can...
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Creating an Investment Policy Statement: Resolving Conflicts
After you and your advisor have analyzed your ability, willingness and need to take risk, you may realize that there are some conflicts that need...
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