What Are Liquid Investments?
What are Liquid Investments? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt in the exchange.
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Why Can’t Most Funds Beat Their Benchmarks?
Dimensional has updated its Mutual Fund Landscape report, video and unbranded slides through 2018. The analysis shows that a majority of fund managers evaluated failed to deliver benchmark-beating returns
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The Uncommon Average
The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting
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6 Tax Planning Strategies to Optimize Your Retirement Wealth
You’ll benefit from the tax planning strategies in this post, whether you are currently retired or are still counting down the years, months, or days until retirement. Being deliberate about your
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Getting to the Point of a Point
A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little
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Be Prepared For A Tax Policy Swing Back
For business owners, professionals, and families with sizable savings and income, tax rules are about as favorable as they’ve been in decades, but the tax policy pendulum could swing back again.
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Is the Latest Investment Fad Just Deja Vu All Over Again?
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.
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Earning The Equity Risk Premium
A rubric of modern portfolio theory taught at colleges and universities holds that investors get paid extra return for taking risk. The risk premium is the amount you get paid for owning a risky asset.
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Avoiding Extremes – A Clear Eyed View of What’s Really Going On
I’m wishing you all a Happy New Year, and want to start the year by sharing our 2018 Year-End investment letter, and some advice around avoiding extremes when it comes to behavioral investing.
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Five Financial Adages for Thriving in Volatile Markets
Sometimes the best, most rigorously developed financial advice is so obvious, it’s become cliché. And yet, investors often end up abandoning this same advice when volatile markets are on the rise. Why
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