This is a guest post from Jim Parker a Vice President at our partner DFA. The post deals with the intriguing notion that one could have the ability of timing when you should invest in the stock market also known as tactical asset allocation – or as I call it market timing. Trying to correctly time [...]
About Guest Author
The Benefits of Voluntary Benefits Coverage
The following is a guest post from Meg Tarris who works with her husband, Greg and her son, Alex. We have spent our careers advising clients (both corporate and individual), about their investments and finances. In recent years, we began hearing again and again many similar stories of financial hardship as a result of [...]
The Dow Hits a New High! A Light at the End of the Tunnel?
This guest post is from Joni Clark, the Chief Investment Officer at our partner, Loring Ward. She addresses the recent headlines to determine if they are in fact newsworthy. On March 5, the Dow Jones Industrial Index rose to a new record high of 14,254, a level not seen since October of 2007. The milestone [...]
He Called the Crash: What Lessons Can We Learn
This guest post was written by Weston Wellington – a Vice President with our partner Dimensional Funds Advisors (DFA). He speaks to the perils of trying to time the stock market movements. The investment community lost one of its more colorful characters last month with the passing of Martin F. Zweig, a prominent market pundit, [...]
Betting against the House: Benefits of Diversification
This is a guest post from Weston Wellington, Vice President with our partner Dimensional Fund Advisors (DFA). He discusses the difficulty of predicting which stocks or sectors will out-perform and the benefits of diversification. It’s New Year’s Day 2012. In addition to overdosing on televised college football, you’re spending part of the holiday working [...]
The Cost of Fear: Reduced Investment Returns
This is a guest post from Sheldon McFarland,VP, Portfolio Strategy and Research with our partner Loring Ward. He addresses why investor behavior is often at times at odds with their long term interests. What are you worrying about today? If you are an investor, you’ve had plenty of choices recently: Congressional Stalemate, troubles in the Euro [...]
Predictions of Uncertainty
This is a guest post from Joni Clark who is the Chief Investment Officer at our partner, Loring Ward. What is the stock market going to do over the next year? And how about the economy? Wouldn’t it be great to know in advance? At the end of every year, Wall Street prognosticators look into their crystal [...]
2012: The Year Pessimism Got Skunked….Again
This guest post is written by our friend, Nick Murray who was the recipient of the Malcolm S. Forbes Public Awareness Award for Excellence in Advancing Financial Understanding. This client letter details the continuous struggle that pessimism has on people’s investment habits and asks that we take another look at 2012 to learn some valuable market lessons. The election. The fiscal [...]
It’s the End of the World…Again
This week’s post was written by Dan Hoeck who works for our partner Loring Ward as a Senior Portfolio Analyst in Portfolio Research. He writes about the never ending people who have predicted the End of the World in their lifetimes. Once again, we are facing the impending threat of the end of the world. [...]
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, but should be informative. [...]
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About Dan & Maureen
Dan and Maureen founded Crimmins Wealth Management, a fee-only independent financial advisory firm, to work with individuals and their families to help clarify and plan for their futures by helping them relate money to their lives.
