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Best Personal Finance Software for Healthier Wealth

Online banking is a great tool to pay bills and reduce paper statements. However, it cannot establish a budget or categorize your expenses. A financial tracking software gives you the ability to review how you are spending your money — Dan Crimmins Improving financial management skills often requires a lifestyle adjustment: a change in habit […]

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Preparing Financially to Buy a Home

This guest post was written by several of the experienced realtors at Gloria Nilson Real Estate Co. in New Jersey and eastern PA.   They sell houses of all shapes, sizes and price ranges.  This post discusses what to consider when purchasing a home for the first time and tips on preparing financially for this purchase. […]

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Changing up the Holiday Conversation

This guest post was written by Alicia Temmerman who works for our partner Loring Ward. What are the most important things to talk about at this time of year? I recently sat down with Robert Temmerman, Jr. (or Dad as I call him), a specialist with 30 years of experience in estate planning, to find […]

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Ed Sullivan Theater - Late Show With David Letterman

Not the Traditional David Letterman “Top Ten” List

This guest post is written by Jim Parker who works for our partner Dimensional Fund Advisors (DFA) in Australia. Jim has created a Top 10 list of excuses that we have all fallen victim to at some point while investing. Unfortunately, this list is not as funny as David’s nightly list used to be, but […]

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DFA addresses bonds, fixed income and interest rates.

Rate Expectations

This is a guest post from Jim Parker VP with our partner – Dimensional Fund Advisors (DFA) in Australia.  As we enter 2014, he discusses a common theme that has been around for several years – the perceived  immediate rise of interest rates.  He also discusses a view on what the potential rise in rates […]

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The media forecast for the stock market are not very accurate.

Surprise! No Selloff in 2013

This guest post was written by Weston Wellington who is a Vice President for our partner, Dimensional Fund Advisor (DFA).  He discusses the strong year the stock market had in 2013 which was quite a surprise to many professionals.  Remember this article when you hear this year’s stock market predictions by the “professionals”. The unusually strong […]

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Investors should seek simplicity in their investments and life as per Confucius

Simplicity and Sophistication (for 2014)

This guest post was written by Jim Parker with our partner – Dimensional Fund Advisors (DFA).  He discusses how investors often try to complicate their lives and the harm it causes.  Let’s work in 2014 to avoid this unnecessary stress. The Chinese philosopher Confucius once  said that life is very simple, but we insist on making […]

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Many Happy Returns!

This guest post is from a frequent contributor to our blog.  Jim Parker works for our partner Dimensional Fund Advisors (DFA) in Australia.   He discusses financial topics that are as relevant to investors here in the US as they are to investors in Australia.  He discusses the “predictions” made a year ago and how […]

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One of the great companies that investors can buy in the stock market

The Greatest Creators of Wealth

This guest post was written by Alex Potts, the President & CEO of our partner, Loring Ward.   The full title of his article is “Why Global Stock Markets May Be the Greatest Creators of Wealth We Have Ever Known.”  He addresses a common theme written about in this blog – the tremendous value of […]

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Investing despite the dealings in Washington DC. Washington DC Budget crisis

Dancing on the US Debt Ceiling

This is a guest post from Jim Parker who works for our partner Dimensional Fund Advisors (DFA) in Australia.  Even living “down under”, he hears and discusses the current Washington crisis. Investors have grown weary with the periodic debt showdowns in Washington, each one miraculously resolved at the 11th hour. Some are asking whether they […]

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