Blog - My Wealth Advisor
Timing Markets Isn’t Everything

Timing Markets Isn’t Everything

The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. The reality of successfully timing markets, however, isn’t as straightforward as

Continue reading...
Value Premium Investing - How Viable Is It Today?

Value Premium Investing – How Viable Is It Today?

It’s no secret that in U.S. markets, value stocks have been underperforming relative to growth stocks for around a decade. Has the Value Premium Lost its Mojo? Are the underwhelming returns a temporary,

Continue reading...
The Randomness of Global Equity Returns

The Randomness of Global Equity Returns

Investment opportunities for over 15,000 publicly traded companies exist all around the globe. Fluctuations in performance from year to year add to the complexity of investing globally, and provide little

Continue reading...
Good Advice For Your Personal Financial Planning

Good Advice For Your Personal Financial Planning

In today’s world of one-page financial plans, bargain-basement fund pricing and automated investing tools, you don’t just need advice. You need good advice.

Continue reading...
What Are Liquid Investments?

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.

Continue reading...
Why Can't Most Funds Beat Their Benchmarks

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

Continue reading...
The Uncommon Average

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

Continue reading...
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

Continue reading...
Getting to the Point of a Point

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

Continue reading...
Be Prepared For A Tax Policy Swing Back

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.

Continue reading...
1 2 3 14
Top