Dimensional offers some perspective, in this 1:38 minute video, on capital markets, previous market declines, volatility, and the importance of investor discipline.Continue Reading →
Right when we began to think markets only move upwards, the pendulum reverses. Unless your personal goals have changed, stay the course according to your personal plan. It never hurts to repeat this steadfast advice during periodic market downturns. We understand that thinking about scary markets isn’t the same as experiencing them. Fear is a completely normal response when something like this happens. Acting on those emotions, though, can end up ...Continue Reading →
Dimensional Fund Advisors
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In 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we gear up for the new year, we can look at several examples during 2017 that provide perspective on what guidance investors may want to ...Continue Reading →
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. The global equity markets defied their predictions, with major equity indices in the US, developed ex-US, and emerging markets posting strong returns for the year.
The broad global advance ...Continue Reading →
Happy New Year! Now that 2017 is a wrap, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for the new year. Want to get a jump-start on it? Here are 7 financial best practices to energize your wealth management efforts.
- Save today for a better retirement tomorrow. Are you maxing out pre-tax contributions to your company retirement plan? Taking full advantage of ...
This Personal Document Locator is intended as a helpful tool to record the location of valuable papers, assets and other important items. It will assist your family in locating all of your relevant documents and disposing of your estate in the manner you directed. This form is not intended to replace any legal documents.
You may want to consider the following items as you develop your locator:
- People to Notify – providing names and addresses of your family, advisors and others to ...
Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin wants in.
Psychologists have assigned a term to the angst you might be feeling in the heat of the moment. It’s called “FoMO“ or Fear of Missing Out. Education is the best first step toward making informed financial ...Continue Reading →
We’re coming in for a landing on our alphabetic run-down of behavioral biases. We’ll wrap our series, the ABCs of Behavioral Biases, by repeating our initial premise: Your own behavioral biases are often the greatest threat to your financial well-being. Exhibit 1, attached, is a helpful summary of the biases we’ve covered throughout this series. Today, we’ll present the final line-up: ...Continue Reading →
Let’s continue our alphabetic tour of common behavioral biases that distract otherwise rational investors from making best choices about their wealth. There are so many investment-impacting behavioral biases, we could probably identify at least one for nearly every letter in the alphabet. As Warren Buffett has famously said, “Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should ...Continue Reading →
Our own behavioral biases are often the greatest threat to our financial well-being. As investors, we leap before we look. We stay when we should go. We cringe at the very risks that are expected to generate our greatest rewards. All the while, we rush into nearly every move, only to fret and regret them long after the deed is done. ...Continue Reading →