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Bringing the Evidence Home

Created on Tuesday, 20 October 2015. Posted in Content/our blog

... long-term returns. Diversification helps manage the necessary risks involved. Get Along, Little Market. Diversification can also create a smoother ride through bumpy markets, which helps you stay on ...

Don’t Sweat The Stock Market’s Volatility

Created on Friday, 04 September 2015. Posted in Content/our blog

... though that means turning paper losses into real losses. Indeed, impulsive investor behavior helps to account for a well-documented "behavior gap," that is, a gap between market returns and individual ...

Behavioral Biases: What Makes Your Brain Trick?

Created on Monday, 17 August 2015. Posted in Content/our blog

... and others' books on behavioral finance. We recommend that you take the time to learn more. Understanding our bias can help us become more confident investors—and they're likely to enhance other aspects ...

The Human Factor in Evidence-Based Investing

Created on Wednesday, 08 July 2015. Posted in Content/our blog

Over the past several months, our blog series on evidence-based investing has explored the ways we can use stock and bond market factors to help drive an effective investment strategy. We turn now to ...

What Has Evidence-Based Investing Done for Me Lately?

Created on Wednesday, 10 June 2015. Posted in Content/our blog

... are term and credit. These factors have formed the backbone of evidence-based portfolio construction, helping investors strike the most effective balance between return and risk. Continued research has ...

Factors That Figure in Your Evidence-Based Portfolio

Created on Tuesday, 12 May 2015. Posted in Content/our blog

... but also why they exist. That's important because it can help determine whether a factor is likely to persist long enough to help us in our long-term portfolio. Why do some factors persist while others ...

The Essence of Evidence-Based Investing

Created on Monday, 06 April 2015. Posted in Content/our blog

... in a rational methodology helps you best determine your financial goals—and it helps you stay on course toward those goals even when your emotions threaten to take over. The origins of evidence-based ...

Get Along, Little Market

Created on Tuesday, 17 February 2015. Posted in Content/our blog

As we discussed in our previous blog, “Managing the Market’s Risky Business,” properly diversifying your investment portfolio helps to minimize unnecessary risks and better manage those that remain. But ...

Managing the Market’s Risky Business

Created on Friday, 09 January 2015. Posted in Content/our blog

... low-cost exposure to a variety of capital markets around the globe. Today, we'll expand on the benefits of diversification, beginning with its ability to help you better manage investment risks. Most ...

The Full-Meal Deal of Diversification

Created on Wednesday, 03 December 2014. Posted in Content/our blog

... helping you to simultaneously lower investment risks and potentially improve your returns. While they may seem almost magical, the powers of diversification have been well documented and widely explained ...

Ignoring the Siren Song of Daily Market Pricing

Created on Tuesday, 21 October 2014. Posted in Content/our blog

... will help us see how to work with the market rather than fighting it. What causes market prices to change? The answer begins with the never-ending stream of good, bad and ugly news. For example, when ...

Jelly Beans and Investing Wisdom

Created on Friday, 05 September 2014. Posted in Content/our blog

... key insight into how to invest successfully. The collective market is a vast realm where opposing players compete against one another daily to buy low and sell high. In doing so, they help to set fair ...

When a Broker is Your Retirement Nightmare

Created on Wednesday, 02 July 2014. Posted in Content/our blog

... understand that taking financial advice from someone with a conflict of interest is a bad idea. But a recent Bloomberg report made clear just how great the damage can be when conflicted advisors "help" ...

The Latest Reasons To Think, Act and Invest Like Warren Buffett

Created on Wednesday, 04 June 2014. Posted in Content/our blog

... and how every investor can use them to build sound investment habits. It’s a helpful little guide and recommended reading for any investor. Buffett, of course, has not been sitting idly by since Swedroe’s ...

For What It's Worth: Assessing Advisory Fees

Created on Friday, 07 June 2013. Posted in Content/our blog

... wooly markets is integral to successful investing. In helping you achieve that goal more effectively than you could on your own, the cumulative cost savings can easily total more than our advisor fees. ...

Sample Reports

Created on Thursday, 02 May 2013. Posted in Content/services

We provide online access so our clients can view their portfolio and it's performance any time, any place.  Below are a few examples of reports available to our clients in paper format and/or ...

Retirement Management

Created on Thursday, 11 April 2013. Posted in Content/services

Over the years, our team of CFPs, CPAs, and attorneys has helped hundreds of retirees properly execute IRA rollovers, Roth conversions, and tax-wise retirement distribution strategies. Creating an optimal ...

Align In The News

Created on Saturday, 06 April 2013. Posted in Content/resources

... was almost 40%. PaladinRegistry.net - July 2006 Brian Puckett frequently writes for the Learn From the Pros column on this Web site dedicated to helping consumers find 5-Star, trustworthy financial planners ...

Videos

Created on Monday, 30 April 2012. Posted in Content/resources

      The Retirement Gamble Watch The Retirement Gamble on PBS. See more from FRONTLINE.   ...

meet the team

Created on Monday, 30 April 2012. Posted in Content/about

... and economic knowledge. This continual feedback loop supports our primary aim of helping you make the most of your one financial life. To learn more about Dimensional, visit www.dfaus.com.   ...