A great article on facts about financial aid eligibility. Check it out HERE Enjoy!
In the article below, Peter hits the nail on the head with his point about cost. Many articles fiercely debate which is better: active management or passive management. Attempting to out-guess other portfolio managers (active management), these articles often promote index funds (a form of passive management) as superior to
Have you ever wondered why a blindfolded monkey can often beat professional money managers? This short article helps explain why. Enjoy!
Are Advisors Losing Faith In The Buy and Hold Approach Thesis: Both clients and advisors have a hard time letting markets work over the long run. It takes an incredible amount of discipline and patience to stock with a prudent, low-cost buy-and-hold approach when the world appears to be falling
We are honored to be quoted in Forbes about one of the innovative strategies we are using in our back office to increase transparency into our successful time-tested investment process. The Core+ methodology⢠ uses academics, and the peer review process to filter and test the best ideas from academia. We
At MWA, one of our core investing beliefs is that risk and return are related. As such, there are three known investment factors that offer higher returns to long-term, patient investors. One of these factors is that small companies offer nearly a 3% annual premium compared to big companies. While this is well
How to Build an How to Build an Institutional Portfolio Executive Summary: âStructure Determines Performanceâ In the following presentation, investors will learn how to build an institutionally weighted portfolio that is considered optimized and efficient. Each slide adds a different asset class (type of investment), and investors will be able to
Mills Wealth Advisors refuse to be fee-only here is why At Mills Wealth Advisors, LLC, our team of Certified Financial Planning professionals are 100% committed to acting as fiduciaries, the highest legal standard in a client/advisor relationshipâa standard we believe all clients should demand! I believe any advice not delivered
Private Markets, Are they the right investment for you? Private markets have been shown to offer a premium to public equity markets because of their higher perceived risk and general lack of liquidity. Should qualified investors with a high net worth buy into private markets? This article will look at
I think this one graph shows why we use DFA’s methodology.  I believe DFA’s evidence based approach, has worked, is still working, and should work in the future.  In investing many costs are hidden, and DFA’s low turnover approach handily beats most higher cost investment options (even if that cost is hidden