News and Commentary
Tips for Beginner Investors
Excellent infographic from Wealth 101. As you continue your journey and gain experience in the investing world, here are some things to keep in mind. Courtesy of: Wealth 101 ...
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Conquer Your Fear of the Stock Market
Sources: RockWealth LLP; Regis Media; Robin Powell. The vast majority of forecastors have very poor track records. So, if even the professionals can’t predict a crash with any accuracy, why fool yourself into thinking that YOU can? Crashes will happen ...
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The Global Risks Report 2020 – This Is What The World Is Worried By
For the first time the Global Risks Report is dominated by the environment. From World Economic Forum (weforum.org): Following a year of floods and droughts, when fires ravaged Australia and the Amazon, and teenage climate activist Greta Thunberg was chosen ...
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The 2010s: A Decade in Review
Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn ...
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The Market Has No Memory
Dimensional Founder David Booth discusses the lessons from 2019 that investors can apply to 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at ...
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Hindsight Is 20/20. Foresight Isn’t.
History shows there’s no compelling or dependable way to forecast stock and bond movements. The year 2019 has been a case in point. The year 2019 served up many examples of the unpredictability of markets. Interest rates that US policy ...
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How Markets Work and the FAANG Mentality
Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it's common for a subset of stocks to drive a sizable portion of market returns. The ...
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How the Federal Reserve Works
Many individuals may not know why paper money is issued by the Federal Reserve and what role the Federal Reserve plays in the economy. Here’s an inside look. Have you ever taken a close look at paper money? Each U.S ...
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Insights From a Thought Leader | Eugene Fama
Professor Eugene Fama discusses his lifetime of work in financial economics and the impact of empirical and theoretical research on the asset management industry. Featuring Eugene Fama, PhD Nobel laureate, Director, and Consultant, Dimensional Fund Advsiors | Jake DeKinder Head ...
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Where Will Your Retirement Money Come From?
For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social SecuritySocial Security is the government-administered retirement income program. Workers become eligible after paying Social Security taxes for 10 ...
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What Happens When You Fail At Market Timing?
It’s hard to predict the best days in the markets, and the cost of missing them can be high. The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical ...
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The World’s Best MBAs 2019
It's that time of the year when business school rankings come out. A quick plug for my alma mater, the University of Chicago Booth School of Business, which kept its title as the best business school in the world by ...
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These ‘Secret’ Recession Signs May Provide Clues to When the Next Downturn Is Coming
Dejan Ilijevski was quoted in this Fortune Magazine article about the potential signs of the next market downturn, "These ‘Secret’ Recession Signs May Provide Clues to When the Next Downturn Is Coming". Important to keep in mind that signs and ...
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What is a Fiduciary Financial Advisor?
Dejan Ilijevski was quoted in this GoBankingRates article about the attributes that make an advisor a fiduciary, "What is a Fiduciary Financial Advisor?". If you are seeking an advisor, consider the differences between brokers-dealers and fiduciary advisors. Fiduciary advisors must ...
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Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.
- No Strategy: Yes, the biggest mistake is having no strategy at all. Without a ...
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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All expressions of opinion are subject to change. Posts and articles are distributed for informational purposes, and are not to be construed as offers, solicitation, recommendations, or endorsement of any particular security, products, or services. Investors should talk to their investment advisor prior to making any investment decision.
There is no guarantee investment strategies will be successful. Investing involves risks including possible loss of principal. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit. Diversification does not eliminate the risk of market loss. Past performance is not a guarantee of future results.
