Category: investment management
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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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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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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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