Category Archives for Investment 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

Continue reading...
Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

The Federal Reserve has been suggesting rising rates should wane. We hope they’re right. But we also know the future remains uncharted. Nearly any outcome is possible, and none is inevitable. This means

Continue reading...
Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Recent headlines have been reporting a noticeable uptick in inflation. Superlatives like “best” and “worst” grab the most attention, so outlets have been abuzz with reports of how a 5% May consumer

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

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

The prediction game may be a losing one for many investors, and each year there are published reports that highlight the difficulties conventional managers face.

Continue reading...
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 cap, these

Continue reading...
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...

Continue reading...
Fashionable mature friends having fun and celebrating by blowing colorful confetti in city street

The More Things Change

“If there is a unifying theme to all this, it is that investors big and small showed no fear of risk-taking to start 2021. In fact, they embraced it.” – Wall Street Journal

Continue reading...
4 different runners - investment portfolio management

Ideal Investment Portfolio Management: Principle 10 in Evidence-Based Investing

We wrap our 10-part series on the principles of evidence-based investing with how a fiduciary financial advisor can add value to your investment portfolio management. Most importantly, by combining financial

Continue reading...
Investment discipline for Couple taking selfie

Six Hacks for Maintaining Investment Discipline: Principle 9 in Evidence-Based Investing

Investment discipline is all about being able to see past the daily market distractions to maintain a long-term perspective. A big challenge here is knowing how to identify and ignore your own emotional

Continue reading...
Happy woman drinking te

The Bumpy Road to the Market’s Long-Term Average

Since 1926, the US stock market has rewarded investors with an average annual return of about 10% – the market’s long term average. But it’s important to remember that returns in any given

Continue reading...
1 2 3 11
Top
>