Category Archives for Investment Advice

What is the Purpose of Indexes and Index Funds? (Part III)

Index Mechanics – Interesting Idiosyncrasies Market indexes. You read about them all the time, such as when the Dow Jones Industrial Average (the Dow) topped 20,000 points in early 2017 … and then

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What is the Purpose of Indexes and Index Funds? (Part II)

A Few Points About Index Points As we covered in our last piece, indexes have their uses. They can roughly gauge the mood of a market and its participants. If you’ve got an investment strategy that’s

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What is the Purpose of Indexes and Index Funds?

This post, Indexes Defined, is the first in a series of four designed to give you a clearer understanding of indexes and index funds and their uses. Since nearly every media outlet on the planet reported

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Investment Shock Absorbers

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can

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Portfolio Diversity Creates the Most Beautiful Music

As US stocks have outperformed developed ex US and emerging markets stocks over the last few years, some investors might consider reevaluating the benefits of investing outside the US. From January 1,

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The Power of Markets

The mundane pencil—and the ability to purchase it for a “trifling” sum—is the result of an extraordinary process driven by the knowledge of market participants and the power of market prices.

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Parenting Your Wealth in Uncertain Markets

In the face of political drama at home and abroad, it’s certainly been a summer for trying our patience, hasn’t it? For anyone who has ever been a parent or a child – that is, for everyone – there

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real estate investing

Reflections on Real Estate Investing

Just as the natural world around us comes from the elements found in the periodic table of elements, capital markets are made up of asset classes, broadly organized into stocks, bonds, and hard assets

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Start a New Tradition: Family Wealth Planning Conversations

Whether it’s gathering for an annual reunion, recounting an anecdote about quirky Uncle Jim, or simply being there for one another during difficult times, family traditions are the comfort food that

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What To Do in Lieu of Chasing Yield

With a total-return approach, we typically want you to reserve your fixed income/bond investments for their primary purpose in life, which is to provide a stabilizing counterbalance to your equity/stock

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Is It You Versus The Federal Reserve?

Since December 2008, the U.S. Federal Reserve (the Fed) has held the federal funds rate at zero percent, seeking to bolster an ailing economy in the aftermath of the Great Recession. Economists agree that

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