Issue Briefs

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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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How Have Markets Reacted to Previous Impeachments?
President Trump has said that the markets will crash if he is impeached. Is he right? The political instability from both Nixon's and Clinton's impeachment ...
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Retirement Readiness: Monitoring Your Progress
When planning for retirement, it’s important to keep in mind how much spending your savings can support. The decisions you make today can help improve ...
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Recent Market Volatility
While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of ...
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Beat The Short Term Market Jitters
Financial markets have rewarded disciplined, long term investors. When they are in turmoil, there is a strong temptation to ask your advisor to "do something" ...
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The Flat-Out Truth (REPUBLISHED)
Update Considering recent market volatility and worrying financial news media headlines, I have decided to republish this post about yield curve inversion, a hot topic ...
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Timing Isn’t Everything
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings ...
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Retirement Readiness: How Much Should I Save?
Several factors may influence your retirement savings rate, including your expected retirement date, current level of income and savings, and retirement income goal. Beyond determining ...
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Retirement Readiness: How To Invest
Rather than focusing on how much wealth to accumulate, think about how much retirement income your portfolio can support. Beyond determining how much money to ...
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Don’t Bother Trying to Pick Stocks
Dimensional research shows that managers usually fall short when they try to outguess market prices. That’s good news for investors. If markets do a good ...
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