Issue Briefs

7 Biggest Money Mistakes Every College Student Should Avoid – HuffPost
Sabela Capital Markets was quoted in this Huffington Post article on mistakes that students tend to make when applying for college. Keep Reading → Source: ...
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The Financial News Media Can Be Detrimental To Your Returns
Although behavioral biases can lead investors to make irrational decisions, there are powerful external levers that influence our approach to investing as well. Financial news ...
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The ABCs of Education Investing
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college ...
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Remaining Rational
Emotion and psychology can make us behave in unpredictable and irrational ways. Unfortunately, many of our cognitive biases also influence our trading and investing decisions ...
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Alternative Reality
Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like ...
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Should you day trade?
Trading can be exciting and the opportunity to beat the market tempting. Aside from playing the lottery or gambling in Vegas, where else are you ...
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Am I safe continuing to invest in Warren Buffet’s 90% stock, 10% bond recommendation?
QUESTION: I'm 53 years old and have $1,100,000 in my Roth 401(k) and traditional 401(k). I have another $500,000 in various funds and stocks. Currently, ...
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Can you invest in Hedge Funds?
Yes, you can invest in a hedge fund. Wealth can provide access to "exclusive" investment opportunities. Hedge funds were considered one of these. The fee ...
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Should I purchase term life insurance or whole life Insurance?
QUESTION: My wife and I are in the process of closing on a home purchase, and want to be insured in case something happens when ...
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Are bear funds typically used for diversity in the average person’s portfolio?
No, bear funds do not diversify your portfolio. Disciplined, long-term investors are long the markets because they expect a positive return on the capital they ...
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What are the steps to take when analyzing the growth and value of stocks?
QUESTION: When you are looking for a new stock to invest in, is there a series of steps you perform in a certain order, or ...
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Should I Sell My Mutual Funds When I Sense A Bear Market Approaching?
QUESTION: I have about $93,000 invested in non-retirement mutual funds. I have been considering trying to time the market by selling these funds when I ...
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How do I evaluate my portfolio’s performance compared to averages?
QUESTION: I’m recently divorced and retired. My ex-husband previously handled our finances. In early 2017, after my divorce, I hired an investment manager to handle ...
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What is the role of the broker in today’s society?
QUESTION: I am confused by broker's role in modern society, mostly for the public market. Once a company is listed in the stock exchange, can't ...
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What You Pay, What You Get: Connecting Price and Expected Returns
Stock prices are changing every day—and as prices change, so do expected returns By: Jake DeKinder Head of Advisor Communication and Vice President Dimensional Fund ...
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The Impact of Inflation
When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of ...
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Can Volatility Predict Returns?
When investing in stocks, understanding the volatility of their returns can be an important ingredient to help investors maintain a disciplined approach. People invest their ...
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