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Is The Stock Market Really Rigged?

There is a new book by Michael Lewis called “Flash Boys” which has many people talking and wondering if they should be concerned with investing in the stock market. During his public relations blitz, he summarized his book with the following stunning phrase – “the stock market is rigged”. My fear is that potential investors […]

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Stocks for the Long term includes are global stocks

Stocks for the Long Run

Stocks for the Long Run is a newly updated book from Jeremy J. Siegel that was originally published in 1994. Professor Siegel teaches at the Wharton School of the University of Pennsylvania and has written extensively for the Wall Street Journal and Financial Times.  The book is essentially an encyclopedia of knowledge concerning the global stock markets. […]

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David Lerner radio spot

Non-Traded REITs – Radio Ad

There is a radio spot which has been running in the NY area for David Lerner Associates which is best known for selling non-traded REITs (Real Estate Investment Trusts). They sell their investment products by peddling fear.  How so? The David Lerner radio spot opens with an employee discussing how he understands the pain and […]

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Photo of a cup of coffee with milk

How Global Stock Markets Benefit Investors

This video post discusses how investors benefit from investing in the global public stock markets.  We have continuously stressed the importance of owning stocks which represent ownership in companies.  Having global stock ownership as part of one’s investment portfolio is necessary to order to help one create lifestyle sustaining income in retirement. This short 2 minute video uses the purchase […]

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8 Ways to protect yourself from Investment Fraud

With the continued revelation that several financial advisors committed fraud and scams that resulted in people losing substantial money, many people have expressed concerns about who to trust with their personal investments. While it is valuable to seek the advice of a financial advisor to handle your investments, it is also important for investors to know what […]

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Jelly beans in a jar

Why We Use Dimensional Fund Advisors (DFA) investments

As  independent financial advisers, we are free to construct an investment portfolio using whatever investments that we believe will assist our clients in reaching their goals.   However, our starting point in developing such a portfolio is always the institutional mutual funds developed and managed by Dimensional Fund Advisors (DFA).   Why is that the case […]

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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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Timber is an example of an alternative investment. Too illiquid for personal investors and not necessary.

Why to Skip Alternatives

It is smart to keep your investment eggs in as many baskets as possible. But you don’t need to look for anything exotic like alternative investments to diversify your portfolio. An alternative investment is any product other than standard vehicles such as stocks, bonds, cash or real estate. Common examples: precious metals like gold or […]

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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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