Category Archives for Investment Advice

The Evolution of Financial Research

The Profitability Premium and Financial Research Since the 1950s, there have been numerous breakthroughs in the field of financial economics that have benefited both society and investors. One early

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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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A Different Way to Invest

Have you ever spent your valuable time going to an “informative” investment seminar which really turned out to be a sales pitch on a too-good-to-be-true investment product? The scenario always goes

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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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A Vote for Small Cap Stocks?

In the days immediately following the recent US presidential election, US small company stocks experienced higher returns than US large company stocks. This example helps illustrate how the dimensions

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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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