relative performance of equity funds

I think this one graph shows why we use DFA’s methodology.  I believe DFA’s evidence based approach, has worked, is still working, and should work in the future.  In investing many costs are hidden, and DFA’s low turnover approach handily beats most higher cost investment options (even if that cost is hidden

buy back in when markets are cheaper

We received a really good question that I wanted to share with all of our clients and those who follow us online. “An old and trusted indicator in the bond market is warning about possible trouble ahead in the economy and the stock market. What should I do?” In the

dimensional in the news

One of the leading sources for large institutional endowments and pension fund managers is the trade journal Pensions and Investments. It recently featured Dimensional Fund Advisors in its publication:… I think this article speaks highly of DFA’s methodology, results, and future prospects. The article highlights several graphs and infographics that are

2017 & quarter 2 market review

 Dear clients, I hope your summer vacations are going well and that you are enjoying time with your families. I wanted to give you a brief update on the quarter’s performance and provide some links to our ever-evolving website and blog. We recently posted some content that you might enjoy; the links

looking back and moving forward and copy

“Financial Planning”…. Such a scary term. Many people hear those words and have one of two reactions. “Financial Planning? Yeah, I know the basics, but it just takes so much to get it going, I’m not sure it’s worth it. I also don’t have the time to be online all

10 best finance movies

For many people the subject of investing is dry and dull, but these top 10 finance movies portray real life events in a way that is educational and entertaining.  My take away from most of these movies is that greed runs amuck in markets and the best way to win

hedge funds stock

Should I buy a hedge fund? “According to The New York Times, investors are flocking to funds that mimic hedge fund strategies — like long/short and global macro — hoping the extra diversification will help them avoid getting wiped out again. (Alternative bond funds are especially popular this year, as

Personal 401K Plan Statement

It’s a fact that today’s company retirement system is failing small business employees. According to Chad Parks, CEO of Ubiquity Retirement, “Sixty-seven percent of small businesses don’t offer retirement plans.” Depending on which study you look at “most employees have less than $10,000 in personal savings, people are bound to

wealth management

Tax season is right around the corner! We feel that it’s important to get to know the various tax forms, especially 1099 forms because there are 17 types. This Morningstar article addresses some great questions concerning 1099 forms. It will help you understand how your investments are structured, what type

looking back and moving forward and copy

  Spring is in the air! I hope you and your family are having a great start to 2017! Our team looks forward to catching up soon. We have several educational events on the calendar. Stay tuned for more information! In the first quarter of every year, I like to