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Total: 38 results found.

Getting a Handle on the New Charitable Giving Rules

Created on Friday, 17 August 2018. Posted in Content/our blog

... recipient is not a qualified charity or there are other unusual circumstances. 3. Until the funds are distributed, the DAF sponsor typically invests the donated assets; any returns or appreciated value ...

Demystifying Investment Jargon: What Is Correlation?

Created on Wednesday, 27 June 2018. Posted in Content/our blog

... of expected returns? As a University of Chicago paper explained, “factors are being discovered almost as quickly as they can be packaged and sold to the waiting public.” How do we determine which are actually ...

A Focus on Fixed-Income

Created on Thursday, 24 May 2018. Posted in Content/our blog

... seeking to build more wealth over time. But along with higher expected returns, they also deliver a bumpy ride, with increased uncertainty over whether and when goals can be attained. Bonds (fixed-income) ...

Eight Tips for Navigating Market Downturns

Created on Monday, 02 April 2018. Posted in Content/our blog

... setback, remember: You promised yourself you wouldn't do that. When did you promise? When you planned your personalized investment portfolio, carefully allocated to various sources of expected returns, ...

Is it Time to Rebalance Your Portfolio?

Created on Thursday, 01 March 2018. Posted in Content/our blog

... for expected returns. Then we typically divide these assets among stock and bond subcategories, again according to your unique financial goals. For example, you can assign percentages of your stocks to ...

2018 Financial Best Practices

Created on Monday, 29 January 2018. Posted in Content/our blog

... or removed. If you haven't performed an insurance audit recently, put it on your list. 3. Scrutinize your debt load. Investment returns will only take you so far if excessive debt is weighing you down. ...

ABCs of Behavioral Biases: The Last Word

Created on Thursday, 28 December 2017. Posted in Content/our blog

... returns. Mental Accounting Not all money is created equal. Mental accounting assigns different values to different dollars – such as inherited assets vs. lottery wins. Reluctant ...

ABCs of Behavioral Biases: O to T

Created on Thursday, 28 December 2017. Posted in Content/our blog

... realistic about how to patiently participate in the market's expected returns. Pattern Recognition Is that a zebra, a cheetah or a light breeze moving through the grass? Since prehistoric times, ...

ABCs of Behavioral Biases: H to O

Created on Tuesday, 28 November 2017. Posted in Content/our blog

... abandoning our carefully planned course toward the likelihood of long-term returns. Mental Accounting If you've ever treated one dollar differently from another when assessing its worth, that's mental ...

ABCs of Behavioral Biases: F to H

Created on Tuesday, 28 November 2017. Posted in Content/our blog

... We've all witnessed investors who chase hot stocks, sectors or markets, hoping to score larger-than-life returns. In doing so, they ignore the oversized risks typically involved as well. There is a fine ...

ABCs of Behavioral Biases: A to F

Created on Thursday, 26 October 2017. Posted in Content/our blog

... market returns while managing the risks involved. Yet studies like this one have shown investors often instead overweight their allocations to familiar vs. foreign investments. We instinctively assume ...

Market Correction

Created on Wednesday, 20 September 2017. Posted in Content/our blog

... scary markets can actually be your friend. Some of your best returns are delivered in their immediate aftermath and, as Buffett suggests, there may be some "bargain" buying opportunities. But, you have ...

Building a Healthy Relationship with Investment Risk

Created on Tuesday, 15 August 2017. Posted in Content/our blog

... on the rise are better positioned to be compensated for their loyalty with higher expected returns. In many ways, managing your investments is about managing the risks involved. Properly employed, investment ...

Evidence-Based Investors Approach Investing Differently

Created on Monday, 31 July 2017. Posted in Content/our blog

... investors try to beat the market through stock-picking and market-timing. By contrast, evidence-based investors participate in the market to earn expected long-term returns according to time-tested academic ...

How Asset Location Can Help Fatten Your Nest Egg

Created on Friday, 19 August 2016. Posted in Content/our blog

... REITs to be housed in a tax-advantaged account. Studies have shown that asset location can increase an investor's after-tax returns by as much as a half a percent annually. That may not seem impressive ...

Tools to Help You Make the Most of Your One Financial Life

Created on Monday, 13 June 2016. Posted in Content/our blog

... hypotheticals—saving more, earning different investment returns, retiring earlier or later—affects your statistical probability of success. You can also learn the impact of higher or lower inflation, ...

Maximize Your Returns by Minimizing Your Taxes

Created on Thursday, 17 March 2016. Posted in Content/our blog

... experience more moderate market returns over the next few years. Every dollar counts—and that's true whether you have a taxable investment account or a tax-deferred account. Eventually, Uncle Sam will ...

Your Portfolio’s Secret Weapon

Created on Thursday, 18 February 2016. Posted in Content/our blog

... risk tolerance. Staying diversified and re-balancing are both crucial and we are always on the lookout for opportunities in this regard. Diversification is vital because of its ability to enhance returns ...

Turning Investment Losses Into Gains

Created on Friday, 11 December 2015. Posted in Content/our blog

... as earning fat returns. But incremental savings, compounded over a number of years, can have a substantial impact on the ability to reach your goals. It can't be reiterated enough: When it comes to financial ...

Bringing the Evidence Home

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

... most important allies. To begin with, spreading your assets around dampens unnecessary risks while potentially improving overall expected returns. Managing the Market's Risky Business. All risks are ...

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

... expenses. Behavioral Bias #2: Recency Your long-term plans are also at risk when you succumb to the tendency to give undue weight to recent information. In "What Drives Market Returns?" we learned ...

What Has Evidence-Based Investing Done for Me Lately?

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

... premium returns over low-profitability companies. The Momentum Factor: Stocks that have done well or poorly in the recent past tend to continue doing so for longer than random chance seems to explain. ...

Factors That Figure in Your Evidence-Based Portfolio

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

... ability to stay on course toward your financial goals by understanding and using the factors that drive investment returns. A body of research dating back to the 1950s has identified three factors that ...

The Essence of Evidence-Based Investing

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

In our most recent blog, "What Drives Market Returns?" we explored how markets deliver wealth to those who invest their financial capital in human enterprise. But, as with any risky venture, there are ...

What Drives Market Returns?

Created on Tuesday, 10 March 2015. Posted in Content/our blog

... and better tolerate market volatility along the way. Our next topic: understanding how to build your diversified portfolio to effectively capture market returns. To do that, we must understand where ...

Get Along, Little Market

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

... diversification provides us with an additional benefit: It helps to create a smoother ride toward our goals. Like a bucking bronco, near-term market returns are characterized by periods of wild volatility. ...

Managing the Market’s Risky Business

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

... by chasing particular stocks or sectors, you exposing yourself to higher concentrated risks. And you cannot expect to be consistently rewarded with premium returns for taking on concentrated risks. Balanced ...

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 ...

Financial Gurus and Other Unicorns

Created on Tuesday, 04 November 2014. Posted in Content/our blog

... the latest market tips or should you pursue a strategy of capturing market returns with the least amount of risk, cost and tax? Unfortunately, there is little credible evidence that hiring a stock picker/market ...