Category Archives for Investment Advice

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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...

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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

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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

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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

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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

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Emotional Investing Is Risky Investing: Principle 8 in Evidence-Based Investing

Emotional Investing Is Risky Investing: Principle 8 in Evidence-Based Investing

Many people struggle with emotional investing. That is, they find it difficult to make consistent, rational investment decisions, instead of reacting to current market conditions out of fear, excitement,

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Why Stick with a Globally Diversified Portfolio? Principle 7 in Evidence-Based Investing

Why Stick with a Globally Diversified Portfolio? Principle 7 in Evidence-Based Investing

Why buy and hold a globally diversified portfolio instead of reacting to breaking news? Political, social, and economic headlines come and go. But you never know which market segments will outperform from

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Diversify Your Investment Universe: Principle 6 in Evidence-Based Investing

Holding securities across many market segments, expanding your investment universe, can help manage overall risk. But diversifying within your home market may not be enough. Global diversification can

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What Really Drives Higher Expected Returns? Principle 5 in Evidence-Based Investing

There is a wealth of academic research into what really drives higher expected returns. Simply put, expected returns = current market prices + expected future cash flows. Investors can use this basic equation

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Understanding How Markets Work for You: Principle 4 in Evidence-Based Investing

Attending to how markets work is important for you and your investment portfolio. Should you buy, sell, or hold tight? Before the news tempts you to jump into or flee from breaking trends, it’s critical

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