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Will Inflation Hurt Stock Returns? Not Necessarily.

Will Inflation Hurt Stock Returns? Not Necessarily.

Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look at equity performance in the past three decades does not show ...

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Tuning Out the Noise

  For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong emotional responses from ...

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Tax-Wise Investment Techniques

In our previous post “Tax Planning in Turbulent Times”, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for ...

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When Everything Screams Inflation

When Everything Screams Inflation

How quickly things change. Two years ago, the New York Times reported, “Federal Reserve officials are increasingly worried that inflation is too low and could leave the central bank with less room to maneuver in an ...

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Tax Planning in Turbulent Times

Tax Planning in Turbulent Times

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher ...

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Swing in Small Value Stocks Shows Benefits of Staying the Course

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller companies have fared better than the stocks of bigger ones in ...

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

Part 2: What We Can Do About It In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step ...

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Part 1: What We Know Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, ...

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Don’t Let A Market Timer Gamble with Your Life Savings

Don’t Let A Market Timer Gamble with Your Life Savings

The past 12 months have taught us many lessons and reinforced a few timeless principles, one of which is the difficulty of making accurate forecasts. The headlines below should serve as a reminder of the importance ...

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Investment Advice

Tuning Out the Noise

  For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong emotional responses from ...

​Read More
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of ...

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When Everything Screams Inflation

When Everything Screams Inflation

How quickly things change. Two years ago, the New York Times reported, “Federal Reserve officials are increasingly worried that inflation is too low and could leave the central bank with less room to maneuver in an ...

​Read More

Swing in Small Value Stocks Shows Benefits of Staying the Course

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller companies have fared better than the stocks of bigger ones in ...

​Read More
Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

Part 2: What We Can Do About It In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step ...

​Read More
Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Part 1: What We Know Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, ...

​Read More
Don’t Let A Market Timer Gamble with Your Life Savings

Don’t Let A Market Timer Gamble with Your Life Savings

The past 12 months have taught us many lessons and reinforced a few timeless principles, one of which is the difficulty of making accurate forecasts. The headlines below should serve as a reminder of the importance ...

​Read More
Close up of mature couple fighting sitting on sofa

Why Investors Might Think Twice About Chasing the Biggest Stocks

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market ...

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Businesswoman is explaining something in front of a wall full of numbers and graphics

DFA founder on the Value of Flexibility

We’ve long known that flexibility adds value. My colleagues Bob Merton and Myron Scholes became Nobel laureates for their work on option pricing. The option to act when beneficial is worth something. That kind of thinking ...

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Retirement Advice

Swing in Small Value Stocks Shows Benefits of Staying the Course

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller companies have fared better than the stocks of bigger ones in ...

​Read More
Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

Part 2: What We Can Do About It In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step ...

​Read More
Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Part 1: What We Know Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, ...

​Read More
Don’t Let A Market Timer Gamble with Your Life Savings

Don’t Let A Market Timer Gamble with Your Life Savings

The past 12 months have taught us many lessons and reinforced a few timeless principles, one of which is the difficulty of making accurate forecasts. The headlines below should serve as a reminder of the importance ...

​Read More
Cropped shot of a mature couple going through their paperwork together at home

Tax Planning In Retirement

There is one major tax-planning principle that changes in retirement that is often overlooked by retirees and their advisors alike, which results in paying more taxes than necessary. Entering retirement, rather than emphasizing stocks in your ...

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6 Tax Planning Strategies to Optimize Your Retirement Wealth

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 income, investment vehicles, and tax ...

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Divorce & Women's Wealth

Financial Anxiety

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank account and wonder. What is going ...

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Divorce and Social Security Benefits

Even if your ex-spouse has not applied for benefits, you may qualify to collect spousal Social Security payments based on his or her earnings record. When looking at divorce and Social Security remember, the end of ...

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