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Total: 49 results found.

Social Security Closing a Lucrative Loophole

Created on Monday, 09 November 2015. Posted in Content/our blog

... and suspend is essentially a way for married couples to squeeze the maximum amount of benefit dollars from Social Security over their lifetimes. In some cases, file and suspend is projected to add hundreds ...

Don’t Sweat The Stock Market’s Volatility

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

The stock market has taken investors on a rollercoaster ride over the past few weeks, jangling plenty of nerves in the process. In times like these, looking at some historical perspective can go a long ...

Behavioral Biases: What Makes Your Brain Trick?

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

... than the likelihood of long-term returns. Behavioral Bias #6: Sunken Costs We investors also have a terrible time admitting defeat. When we buy an investment and it sinks lower, we resist selling until ...

What Has Evidence-Based Investing Done for Me Lately?

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

... without sacrificing another. One generally can't tilt toward both value and momentum at the same time, for instance. The bottom line is that benefits and tradeoffs must be carefully considered when deciding ...

The Essence of Evidence-Based Investing

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

... time, around the world and across a range of market conditions? How do the return drivers work? Once identified, can we explain why particular return-yielding factors exist, and exactly how they work? ...

What Drives Market Returns?

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

... rewards simply by buying its stock. By the time good or bad news is apparent, it's already reflected in share prices. So what does drive expected returns? One factor is the acceptance of market risk. ...

Managing the Market’s Risky Business

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

... market risks are those you face by investing in capital markets in any way, shape or form. If you stuff your cash in a safety deposit box, it will still be there the next time you visit it. Invest in the ...

The Full-Meal Deal of Diversification

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

... capturing diversified dimensions of global returns. In our previous blog, we explained why brokers or fund managers who are fixated on beating the market are likely wasting their time and your money. ...

Financial Gurus and Other Unicorns

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

... timer is a good idea. In fact, the evidence to the contrary is overwhelming. Star fund managers often fail to survive, let alone persistently beat appropriate benchmarks. A 2013 Vanguard Group analysis ...

Ignoring the Siren Song of Daily Market Pricing

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

... is what we'll call "The Barn Door Principle." By the time you hear the news, the market already has incorporated it into existing prices, well ahead of your ability to do anything about it. The proverbial ...

Jelly Beans and Investing Wisdom

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

... various conditions; time and again the group consensus has been among the most reliable counts. Now consider how group wisdom translates to the market's multitude of daily trades. Each trade may be spot-on ...

In Uncertain Markets, Beware of the Herd

Created on Tuesday, 12 August 2014. Posted in Content/our blog

...  By the time you're aware of good or bad news, the rest of the market knows it too, and already has incorporated it into existing prices. It's unexpected news that alters future pricing, and by ...

When a Broker is Your Retirement Nightmare

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

... in the Bloomberg story are a timely reminder to insist on a fiduciary relationship with any advisor. And get their fiduciary pledge in writing. To be even more confident, choose a fee-only registered ...

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

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

... business has done wonderfully over time and will continue to do so … The goal of the nonprofessional should not be to pick winners—neither he nor his ‘helpers’ can do that—but should rather be to own a ...

“Sell in May and Go Away”: It Rhymes, But It’s Wrong

Created on Tuesday, 13 May 2014. Posted in Content/our blog

... is obvious: Earn your higher returns during the traditionally “strong” half of the year, and then get out so that the “weak” half of the year doesn’t dilute those returns. But sometimes a great idea ...

Separating “Flash” from Substance

Created on Tuesday, 08 April 2014. Posted in Content/our blog

... model of perfection, where no investor has an unfair advantage over another? Clearly not. At the same time, the last five years have shown that the market can handsomely reward those who adopt a patient, ...

For What It's Worth: Assessing Advisory Fees

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

... our role as your fiduciary wealth advisor into three, “good, better and best” categories.   Tangible Savings (Good) As we’ve stated time and again, minimizing the costs of investing in our wild, ...

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

... This is essentially the same process used by leading pension plans to determine if they are over- or under-funded at any given point in time.  And, for you, it's like looking at thousands ...