“Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list, it will hopefully shed light on a few key principles, using data and...

Another quarter of contrasts has come and gone, delivering a mixture of modestly positive and negative returns. Despite relatively quiet markets, breaking geopolitical news swarming all around us has been anything but. Meanwhile, the S&P 500 index has continued to log “an incredible decade.” This may leave you wondering how high stock markets can continue to fly. Especially as pundits continue to predict the next recession is due … if not...

Another quarter of contrasts has come and gone, delivering a mixture of modestly positive and negative returns. Despite relatively quiet markets, breaking geopolitical news swarming all around us has been anything but. Meanwhile, the S&P 500 index has continued to log “an incredible decade.” This may leave you wondering how high stock markets can continue to fly. Especially as pundits continue to predict the next recession is due … if not...

CAN YOU DEPEND ON THE MARKETS? IT DEPENDS ON YOUR PERSPECTIVE. Do capital markets deliver dependable returns to investors? Or is it mostly a matter of luck? Yes, to both – depending on your perspective. As you can see in Dimensional Fund Advisors’ current Quarterly Market Review, this quarter’s global market performance progressed in a relatively quiet, orderly fashion – despite plenty of reasons it could have gone otherwise. In that respect,...

Can You Depend on the Markets? It Depends on Your Perspective.   Do capital markets deliver dependable returns to investors? Or is it mostly a matter of luck? Yes, to both – depending on your perspective. As you can see in Dimensional Fund Advisors’ current Quarterly Market Review, this quarter’s global market performance progressed in a relatively quiet, orderly fashion – despite plenty of reasons it could have gone otherwise. In that respect,...

David’s take: In our last post, we introduced you to our newest team member, summer intern Danny Lester. Danny’s already got a solid background in personal finance, so we asked him to review our SAGEbroadview blog and identify a handful of prior posts that particularly piqued his interest. In a twist on our usual “3 Things” series, we share Danny’s comments on his three top picks, mined from the SBV...

David’s take: In our last post, we introduced you to our newest team member, summer intern Danny Lester. Danny’s already got a solid background in personal finance, so we asked him to review our SAGEbroadview blog and identify a handful of prior posts that particularly piqued his interest. In a twist on our usual “3 Things” series, we share Danny’s comments on his three top picks, mined from the SBV...

April 18, 2019 IDEAL VS. IMAGINARY INVESTING “There’s one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there’s a marketing idea every week.” – Nobel Laureate Eugene Fama Nobel laureate and Dimensional Fund Advisors board member Eugene Fama has offered an abundance of quotable insights during the 50+ years he’s been studying financial economics. The quote above is one of our favorites – and as fitting as ever as...

April 18, 2019 Ideal vs. Imaginary Investing “There’s one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there’s a marketing idea every week.” – Nobel Laureate Eugene Fama Nobel laureate and Dimensional Fund Advisors board member Eugene Fama has offered an abundance of quotable insights during the 50+ years he’s been studying financial economics. The quote above is one of our favorites – and as fitting as ever as...

Don’t look at your portfolio – and here is why   1. How to Improve Your Risk-Adjusted Returns (The Irrelevant Investor, 4/11/2019)   “The more you look at your portfolio, the more likely you are to see red, and the more likely you are to see red, the more likely you are to do something you will regret later. This can be seen clearly in the GIF below, courtesy of Nick Maggiulli.”   Graphic Courtesy...