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Your Financial Well-Being and the Federal Reserve

Your Financial Well-Being and the Federal Reserve

What might be the impact of rate changes on you and your financial well-being? Is there anything you should “do” to your investment portfolio in response when the Federal Reserve changes rates?

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What is the Total Cost of Ownership?

What is the Total Cost of Ownership?

A question worth finding answers to is ‘what is the total cost of ownership?’ The costs you expect to pay are likely to be an important factor in making any investment decision, including major

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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

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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.

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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.

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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

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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

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Earning The Equity Risk Premium

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

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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Analyzing The Risk Of Stocks After The 6.9% Drop

In light of recent volatility, we thought analyzing the risk of stocks would be a timely exercise.  It would be wise to remember that ultimately, corporate profits drive stock prices and that profit levels

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