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October 6, 2015 in Financial Life Planning, Insurance, Young Adult Series by
When my niece Jessica arrived home recently from her first day in her first career as a journalist, she brought a bounteous stack of “homework” along with her. Nope, this wasn’t her first writing assignment. It was the enrollment forms for a variety of employee-sponsored insurance plans. Let’s review some of the advice I offered her on how to make the most of the benefits now available to her. HEALTH INSURANCE: Resources:...

September 29, 2015 in Family Money, Financial Life Planning, Investing, Young Adult Series by
I’m so proud of my niece Jessica Iannetta.  She graduated from Syracuse University’s S. I. Newhouse School of Public Communications in May 2015 with degrees in newspaper and online journalism, and political science. She is now working as a reporter and photographer at the Cecil Whig, a newspaper in Elkton, Maryland.  Today I helped her enroll in her company’s benefits plans, which got me thinking that some of my advice to her...

September 21, 2015 in Dimensional, Evidence-Based Investing, Investing by
September 2015 Should Investors Sell After a “Correction”? By Weston Wellington Vice President Dimensional Fund Advisors "Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in May 2010—before rallying to close down 588. Prices fell further on Tuesday before recovering sharply on Wednesday, Thursday, and Friday. Although the S&P 500 and Dow Jones...

September 15, 2015 in Investing, SageBroadview News by
This blog post was authored by SAGEbroadview Principal, Larry Annello. Recently I had the joy of bringing a new Golden Retriever puppy named Colbie into our home. Stretching the interpretation of the Family Medical Leave Act, I decided to spend a week at home with Colbie to acclimate her to the new surroundings. What I learned during our time together was that there are behaviors in a puppy that are similar to...

September 8, 2015 in Evidence-Based Investing, Investing, Investment Basics Series by
While summer isn’t officially over yet, once those big yellow school busses reappear, it’s hard to not consider it a wrap. Likewise, we’re ready to wrap our summer series of investment basics. We hope that doesn’t mean you stop learning how to invest in ways that bring the greatest meaning to you and your family. After all, to circle back to the beginning, that is what investing is really all about. To...

September 1, 2015 in Investing, Investment Basics Series by
How do I decide whether to invest in individual bonds, bond funds or both? In our last post, we addressed why we typically advise using stock funds instead of individual stocks to implement your investment strategy. Today, let’s talk about why we usually recommend the same for bonds. For bond and stock investing alike, turning to low-cost, well-managed funds instead of trying to juggle individual securities is a relatively straightforward way...

August 31, 2015 in Dimensional, Evidence-Based Investing, Investing by
August 27,  2015 The Patience Principle By Jim Parker Vice President “Global markets are providing investors a rough ride at the moment, as the focus turns to China's economic outlook. But while falling markets can be worrisome, maintaining a longer-term perspective makes the volatility easier to handle.  " To read more: OPEN PDF  ...

August 26, 2015 in Behavior/Psychology, Investing, SAGE Reads by
We briefly interrupt our regularly scheduled programing (Investment Basics Series) for a special edition of “What Sheri’s Been Reading." How have you been feeling the past few days?  Hopefully you've ignored the gyrations of the stock markets and kept your eye on the long view but if you have not, you might be feeling a little agitated, anxious, panicky even? Are you wondering if you should be doing anything?  Answer:  As long as...

August 19, 2015 in Investing, Investment Basics Series by
How do I decide whether to invest in individual stocks, stock funds or both? So far in our summer series, we’ve been talking conceptually. As we inch toward the end of summer (bummer), let’s discuss a few logistics. To put rational theory into practice, we feel most investors are best served by avoiding attempts to pick individual stocks. Typically, the far more efficient approach is to build the stock portion of...