To say it’s been a tough year for investors is probably an understatement. If you’re feeling weary of “holding tight” or “being patient” with this market, you’re not alone. Read more
Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You
Earlier this year, index fund assets surpassed actively-managed funds for the first time ever. Initially ridiculed and ignored when they were first introduced a few decades ago, index funds are now becoming mainstream. Read more
What do March Madness, Monkeys, and Mutual Fund Managers Have in Common?
Two of my favorite things in the world are basketball and investing. While watching March Madness, I couldn’t help but think of some parallels to the world of investing. Read more
Asset Location – An Overlooked, but Effective Tax Strategy
Asset location can help you significantly increase your after-tax retirement income, without saving more, retiring later, or trying to “beat the market”.
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5 Productive Things to Do During a Stock Market Correction
Stock market corrections are never comfortable. Unfortunately, they’re also not very rare either. In fact, the market has historically averaged a dip of about 14% at some point during each year.
Why You Need to Know Dimensional Fund Advisors (DFA)
Would you like to know how winners of the Nobel Prize in Economics invest? Look no further than Dimensional Fund Advisors (DFA). DFA has been implementing the great ideas in academic finance since it was founded in 1981. Read more
Stop Looking For The Next Amazon
Wouldn’t it be great to get in on the ground floor of the next Amazon, Google, or Apple? With just a small investment in any of these companies, you could have funded your retirement. Read more
Debunking Investment Myths: An Evidence-Based Approach
Over the last several weeks we have looked at four myths that keep investors from having a positive investment experience. Today, I outline a strategy based on decades of academic research, which I believe gives investors the best chance of reaching their goals. Read more
Investment Myth #3: Superior Skill = Better Performance
A keen intellect and extensive experience are valuable traits for an investment manager to possess. Unfortunately, they are not sufficient to allow them to produce market beating returns. This reality goes against our intuition Read more
6 Keys to Success in Investing You Won’t Hear From Wall Street
As a financial advisor, I am often asked: “Where should I put my money right now?” The financial industry has trained us to treat our investment plan like we treat our fantasy football team Read more