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July 24, 2018 in Dimensional, Evidence-Based Investing, Investing
      July 2018 The Tao of Wealth Management The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down. The Chinese philosophy of Taoism has a phrase for this: “wei wu-wei.” In English, this translates as “do without doing.” It means that in some...

July 17, 2018 in Investing, Tax Management, Young Adult Series
No, we are not in a 9-year-old bull market 1. Currently some clients, and pundits, are voicing concerns about the longevity of the current bull market. In the September 2017 article “No, This Is Not the Second Longest Bull Market Ever”, Barry Ritholtz and Michael Batnick laid out the case that the period running from mid-2015 to early 2016 "absolutely was a bear market." Barry also explains how he measures...

July 10, 2018 in Dimensional, Economics, Evidence-Based Investing, Investing
What’s your favorite mixed nut? In a bowl of mixed nuts, which flavor do you favor? For the record, I’m a sucker for the cashews. It’s fine to pick out your treat preferences. In the market, you’re best off skipping the picking, and sticking instead with an appropriately balanced mixed bag. This quarter’s up-and-down returns continue to show us why. Whether we view the market by quarter, year or more, we’ll always see...

July 3, 2018 in Tax Management
  Have you heard about that new Postcard-sized Tax Return? Kelly Phillips Erb, aka @taxgirl, gives us a first look in Here's How The New Postcard-Sized 1040 Differs From Your Current Tax Return. Yes, the new 1040 is smaller but it comes with at least six additional schedules, or forms, that many taxpayers will have to attach to the main form. And the font size is TINY. Does Your State Rely...

June 27, 2018 in Dimensional, Evidence-Based Investing, Investing
The Impact of Inflation Over the long run, stock markets are expected to deliver returns well beyond the rate of inflation. That is, the $1 you invest in today’s stock markets should still provide $1 or more worth of purchasing power decades into the future. In exchange, you must tolerate volatility risk, which can cause your account balances to bounce around wildly, often uncomfortably, along the way. In contrast, “safe” Treasury bonds...

June 20, 2018 in Family Money, Real Estate
Your path to buying a home In How to Buy a House, Michelle Higgins of the New York Times outlines your path to homeownership, step-by-step. Steps include: Rent vs. Buy, How Much House Can I Afford, Check Your Credit Score, Get Pre-approved for a Mortgage, Line up Cash, Figure Out Where You Want to Live, Making An Offer, and Closing. Don’t forget to celebrate when all is done! Additional Reading: From...

June 12, 2018 in Financial Life Planning, Mindful living
Someone who is uniquely positioned as both a physician & financial planner offers advice on health care In 3 Ways to Stand Up to the Healthcare System & Control Costs, Dr. Carolyn McClanahan, CFP® shares “three ways to effect change in our system, get better care, and control your health care costs.” A must read for everyone. Additional Reading: Any of her previous articles on health care here including “The Lettuce Scare...

June 4, 2018 in Dimensional, Evidence-Based Investing, Investing
Doing Better With Global Diversification In two previous posts, here and here, we shared a pair of Dimensional Fund Advisor videos based on historical U.S. market returns data. If we really want to share this tale of evidence-based investing in living color, we’ve got to go global. While global returns data doesn’t go back as far – 1973 vs. 1926 for U.S. returns – it still has its own important story...

May 29, 2018 in Dimensional, Evidence-Based Investing, Investing
The Ups and Downs of Stocks and Bonds In our recent post, “What’s Up with Inflation?” we introduced a trio of videos Dimensional Fund Advisors has shared. They help bring its Matrix Book numbers to life for those who might not want to pore through pages and pages of data by themselves. Once you know what to make of all that data, it has quite a story to tell, especially when it...

May 23, 2018 in Dimensional, Evidence-Based Investing, Investing
What’s Up with Inflation? Once upon a time (in 1982), Dimensional Fund Advisors began publishing its annual “Matrix Book,” now its longest-running publication. It's jam-packed pages of market returns data stretching back to 1926 may seem daunting at first. But, oh, the stories these numbers can tell … which they do in a trio of quick-take videos Dimensional released along with this year’s edition. Take, for example, the story of inflation. While...