Investment Advice Archives - Page 3 of 7

Mind Over Model

Investment Advice

In investing, factor models have been a frequent topic of discussion. Often marketed as smart beta strategies, these products are based on underlying models with limitations that many investors may not

Charitable Giving Under New Tax Laws – Understanding the Donor-Advised Fund (DAF)

Investment Advice

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to

The Evidence on the Evidence of Investing: How Do You Know What (and Whom) to Heed?

Investment Advice

There’s a reason we refer to our strategy for building durable, long-term wealth as evidence-based investing. There are a number of other terms we could use instead: Structured (getting warm), low-cost

Our Jekyll-Hyde Relationship with Investment Risk

Investment Advice

“What the imagination can’t conjure, reality delivers with a shrug.” – Trumbo (movie voice-over) Whether it’s the recent destruction wrought by Canada’s Fort McMurray oil sands wildfire, a

Cost Control: An Investor’s Greatest Investment

Investment Advice

In the mid-1800s, in a collection of essays entitled “Conduct of Life,” Ralph Waldo Emerson observed, “Money often costs too much.” More than 150 years later, his words remain well worth heeding,

The Vital Role of Rebalancing

Investment Advice

If there is a universal investment ideal, it is this: Every investor wants to buy low and sell high. What if we told you there is a disciplined process for doing just that and staying on track toward your

Nine Experts, Four Surprises, and One Million Dollar Bet

Investment Advice

In 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we gear up for the new year, we can look at several

Market Timing: The Built-in Hurdle

Investment Advice

Market timing generally refers to approaches that seek to outperform a traditional static asset allocation by switching back and forth between asset classes. However, as shown in this article, these approaches

Home Bias and Global Diversification

Investment Advice

By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience. Every day we enjoy the benefits of an interconnected

The ABCs of Behavioral Biases – Conclusion

Investment Advice

We’ll wrap our series, the ABCs of Behavioral Biases, by repeating our initial premise: Your own behavioral biases are often the greatest threat to your financial well-being. We hope we’ve demonstrated

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