Category: investment management
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Misconceptions About the Market: Are You Prepared?
If you enjoy fine literature, we recommend all of Warren Buffett’s annual Berkshire Hathaway shareholder letters, dating back to 1965. While financial reports are rarely the...
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What Fewer Stocks Means for Factor Premiums
Jason Zweig, financial columnist for The Wall Street Journal, is one of the truly “good guys” in the world of financial media (by which I...
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Getting What You Don’t Pay For
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in...
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The Value of Investing Based on Academic Research
Simplify Your Financial Life with Evidence-Based Investing Featuring our friend and colleague, BAM ALLIANCE Director of Research Larry Swedroe, this video explores the vital role...
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When Rates Go Up, Do Stocks Go Down?
Should stock investors worry about changes in interest rates? Research shows that, like stock prices, changes in interest rates and bond prices are largely unpredictable.[1] It...
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A Winning Investment Strategy is Available to Any Investor
Baseball season is back in full force and I am always optimistic my team will be more than a winning team – but be “that...
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Factor Human Capital Risk into Your Financial Plans
When designing an investment plan and deciding on the appropriate asset allocation, you should make sure to consider your unique ability, willingness and need to...
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2016 Market Review: Score One for Investment Optimism
“If three or five years of returns are going to change your mind [on an investment], you shouldn’t have been there to begin with.” ―Nobel...
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Presidents, Investments and This Day in History
A favorite quote I like to recall during heated political climes comes from America’s greatest curmudgeon, the late Andy Rooney, when he observed: “It’s just amazing how...
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I Hate (Most) Variable Annuities
As much as I love to partner with families to dramatically simplify their complex financial lives, that’s how much I hate most variable annuities. That’s a lot...
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Pay Fewer Taxes and Boost Returns with Tax-Loss Harvesting
In an alternate universe, perhaps far, far away, there may be markets where no one experiences loss, tax doesn’t eat away at your earnings and...
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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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