We received a really good question that I wanted to share with all of our clients and those who follow us online. âAn old and trusted indicator in the bond market is warning about possible trouble ahead in the economy and the stock market. What should I do?â In the
One of the leading sources for large institutional endowments and pension fund managers is the trade journal Pensions and Investments. It recently featured Dimensional Fund Advisors in its publication: http://www.pionline.com/article/20161114… I think this article speaks highly of DFAâs methodology, results, and future prospects. The article highlights several graphs and infographics that are
 Dear clients, I hope your summer vacations are going well and that you are enjoying time with your families. I wanted to give you a brief update on the quarterâs performance and provide some links to our ever-evolving website and blog. We recently posted some content that you might enjoy; the links
For many people the subject of investing is dry and dull, but these top 10 finance movies portray real life events in a way that is educational and entertaining. My take away from most of these movies is that greed runs amuck in markets and the best way to win
Should I buy a hedge fund? âAccording to The New York Times, investors are flocking to funds that mimic hedge fund strategies â like long/short and global macro â hoping the extra diversification will help them avoid getting wiped out again. (Alternative bond funds are especially popular this year, as
Itâs a fact that todayâs company retirement system is failing small business employees. According to Chad Parks, CEO of Ubiquity Retirement, “Sixty-seven percent of small businesses don’t offer retirement plans.â Depending on which study you look at “most employees have less than $10,000 in personal savings, people are bound to
Tax season is right around the corner! We feel that itâs important to get to know the various tax forms, especially 1099 forms because there are 17 types. This Morningstar article addresses some great questions concerning 1099 forms. It will help you understand how your investments are structured, what type
Spring is in the air! I hope you and your family are having a great start to 2017! Our team looks forward to catching up soon. We have several educational events on the calendar. Stay tuned for more information! In the first quarter of every year, I like to