Blog
One of our inherent goals is to help replace speculation with an education.
Bulls, Bears, and Long-Term Benefits of Stock Investing
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times.
- From 1926 ...
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Lump-Sum Investing vs. Dollar-Cost Averaging
Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested up front, ...
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The Futility of Market Timing
This week, Robin Powell, a UK-based investor advocate, writes in his The Evidence-Based Investor blog: "If global stock markets have taught us anything this year, ...
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By day-trading, Millennials are diminishing the power of their most valuable commodity…time.
With the emergence of platforms like Robinhood (robinhood.com), many Millennials (and older Gen Z'ers) are speculating with their savings by day-trading. Some are posting on ...
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2020 Q2 Market Review
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the ...
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Get Your Free College Money Report
Get a fully customized College Money Report to help demystify your student's college financial aid outlook. Find the answers your family needs in 5 minutes ...
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Investing and market efficiency – TBS
This video from the Toulouse Business School seeks to address, in under four minutes and in a light-hearted manner, an important and profound idea in ...
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Dejan Ilijevski in the News Media
2020 Q2 These are some of the news articles and journal publications that recently quoted Dejan. How Can Financial Advisors Serve Clients With Fewer ...
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Giant Firms Atop The Market Is Nothing New
A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? ...
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IFA Town Hall with Apollo Lupescu – Global Premiums
This is a great follow-up to the first IFA town hall with Apollo. If you are interested in learning more about why we tilt toward ...
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Pursuing a Better Investment Experience
Our popular brochure, "Pursuing a Better Investment Experience," has been updated with data through 2019. It describes principles for investing in the capital markets that ...
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The Road To The Market’s Long-Term Average Can Be Bumpy
The road to the market’s long-term average can be bumpy. A long term perspective can help investors weather the ups and downs. Video Source: David ...
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When Stocks and the Economy Diverge
Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock ...
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Investing Peace Of Mind
Download our brochure on how to help increase your investing peace of mind ...
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The Secure Act: What Does It Mean For You?
Find out what The Secure Act may mean for you by downloading our brochure ...
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Building Satellites and Designing Portfolios
Jed Fogdall from Dimensional details his transition from satellite engineering to portfolio management—and how both roles require cutting through noise to find what really matters ...
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The Cost of Missing The Best Days In The Market
If you had invested $1000 in 1970, how much would it be worth today? What if you missed the best performing single day during this ...
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Can Small Cap Stocks Weather the Storm?
With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised to struggle. Are small ...
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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.
