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Total: 49 results found.

The Viability of the Value Premium, Part 2: The Long Perspective

Created on Thursday, 15 August 2019. Posted in Content/our blog

... Expected Returns More recently, Swedroe rebutted the suggestion that value investing has become a victim of its success. That is, as more investors have incorporated the value factor into their portfolios, ...

The Viability of the Value Premium: Part 1

Created on Friday, 26 July 2019. Posted in Content/our blog

If you’ve been an evidence-based investor for a while, you know the drill. You’ve already built a low-cost, globally diversified portfolio to help you achieve your personal goals. You’ve done so by tilting ...

Who We Serve

Created on Tuesday, 18 June 2019. Posted in Content/about

... ‘afford’ to retire?” “How much can we take from our portfolio?” “When should I start taking Social Security benefits?” “How do we allow our wealth to empower our kids, not hinder them?” “What’s ...

What Is Liquidity, and Why Should You Care?

Created on Tuesday, 04 June 2019. Posted in Content/our blog

... remained closed until the following Monday. For four days, investors could not trade on either exchange, rendering many investment portfolios temporarily illiquid. Individual securities and sectors can ...

Understanding Asset Allocation

Created on Wednesday, 01 May 2019. Posted in Content/our blog

Asset allocation is ingrained in how we manage our clients’ investment portfolios. But what exactly does it mean? An asset is anything beneficial you own or have coming to you. For our purposes, it’s ...

Six Steps for Financial Well Being in 2019

Created on Tuesday, 01 January 2019. Posted in Content/our blog

... React. Just stand firm. Seriously. If you have a well-structured investment portfolio, guided by a relevant investment plan, your best move in hyperactive markets is to let that plan be your guide. That ...

Global Diversification Is Key in Volatile Times

Created on Friday, 16 November 2018. Posted in Content/our blog

... there is no moment like the present to underscore the perennial value of building – and maintaining – a globally diversified investment portfolio for achieving your greatest financial goals. Global ...

Demystifying Investment Jargon: What Is Correlation?

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

... with one another, we can combine these diverse “pieces” (your individual investments) into a greater “whole (your investment portfolio.) By doing so, we can help investors – you! – to better weather the ...

A Focus on Fixed-Income

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

... A personalized plan is a touchstone for investment decisions, including building and maintaining a suitable balance between stocks and bonds, and determining what to include within the bond portfolio. ...

Eight Tips for Navigating Market Downturns

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

... portfolios than maintaining rational resolve during market downturns. Just as we prepare for any emergency by practicing how to avoid blunders, we can take steps to avoid costly mistakes when markets ...

Is it Time to Rebalance Your Portfolio?

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

... it's called rebalancing. Here's how it works. Imagine it's your first day as an investor. As you create your new portfolio, you've got a plan to put a portion of your assets in stock, a portion in bonds, ...

2018 Financial Best Practices

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

... this time around. 7. Give your investments a good inspection. Where do you stand with your personal wealth? Have you got an investment strategy to see you through? Does your portfolio reflect your personal ...

ABCs of Behavioral Biases: The Last Word

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

... managing everything you hold within the greater framework of your total portfolio. Greed Excitement is an investor’s enemy (to paraphrase Warren Buffett.) You can get burned ...

ABCs of Behavioral Biases: O to T

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

... market, the latest popular trends, or your neighbor's seemingly greener financial grass. If you've structured your investment portfolio to reflect your goals and risk tolerances, it's important to remember ...

ABCs of Behavioral Biases: F to H

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

... do more than score isolated victories in the market; you've got to win the war. This requires strategic planning and unified portfolio management, with individual holdings considered within the greater ...

ABCs of Behavioral Biases: A to F

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

... Evidence-based investing informs us, the best time to sell a holding is when it's no longer serving your ideal total portfolio, as prescribed by your investment plans. What you paid is irrelevant to that ...

Market Correction

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

... will remain this calm forever, nobody can predict when it might turn, or why or how dramatically it may spike back up when it does. As always, we counsel against shifting your portfolio in reaction to ...

Building a Healthy Relationship with Investment Risk

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

... you can profitably trade on the information. It's a common investing pitfall to overestimate how this form of risk will impact your portfolio. Three: We Misunderstand Risk. When our fight-or-flight instincts ...

Evidence-Based Investors Approach Investing Differently

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

... down to is that evidence-based investing is a highly disciplined approach that draws on the best evidence available to help you design and build your portfolio. We’re not interested in the latest fads ...

Preparing for RMDs—What You Need to Know

Created on Thursday, 18 May 2017. Posted in Content/our blog

... your first withdrawal, RMDs must be taken each year by December 31. When it’s time to start making distributions, we can help you consider the tax consequences and manage the rest of your portfolio ...

Investing Resolutions for 2017

Created on Tuesday, 13 December 2016. Posted in Content/our blog

... 2017, we encourage you to give some thought to how you can be a better investor in the coming year. As such, here are a few investing resolutions designed to help you better achieve long-term portfolio ...

The Importance of Rebalancing

Created on Friday, 11 November 2016. Posted in Content/our blog

... costly error, as holdings can swing widely over time and tweaks are often necessary to bring a portfolio back in line with an investor's stated goals. Maintaining a healthy portfolio is a lot like keeping ...

Cashing Out Is Not a Cash Cow

Created on Thursday, 13 October 2016. Posted in Content/our blog

We've recently been approached by a few nervous investors, who, thanks in part to Election Day jitters, are considering cashing out a sizeable portion of their portfolio. While this may seem like a good ...

Maximize Your Returns by Minimizing Your Taxes

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

... your net returns by up to .75%. 2. Tax-loss harvesting. Capital gains from your investments are subject to tax. But losses in your portfolio can be used to offset those taxes. Tax-loss harvesting allows ...

Your Portfolio’s Secret Weapon

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

... we'd like to provide some perspective on why a properly designed, long-term portfolio is still a good place to be. First, it's worth pointing out that the market correction that we've seen in the past ...

Our 2016 Prediction: Market Predictions Will Err

Created on Tuesday, 19 January 2016. Posted in Content/our blog

... portfolio customized to your goals, risk tolerance and time horizon, re-balance periodically, and remain disciplined and patient while the market does its work. For more insight into our investing philosophy, ...

Turning Investment Losses Into Gains

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

Even in a bull market, certain investments within a diversified portfolio are likely to post losses. The good news, though, is that these losses can be put to good use through a process known as tax-loss ...

Bringing the Evidence Home

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

... the ability to reproduce similar analyses under varying conditions. Factors That Figure in Your Evidence-Based Portfolio. Following where robust evidence-based inquiry has taken us during the past 60+ ...