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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Ready for this year’s market declines?

The 2013 financial stock market results are in.  For those investors who have remained disciplined and focused on their long-term goals, 2013 was a good year indeed. The S&P 500, the index that tracks the performance of the largest U.S. stocks, gained 30% in 2014 while the MSCI, which tracks the performance of the international […]

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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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Maureen's Mom - her Angel

All of Our Protective Angels

This is a post about  dealing with the loss of a loved one.  I know that it is a topic that people do not usually discuss.  It will not be a post about all of the financial things that need to be done in order to make sure that your loved ones are provided for.  […]

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Life Without Lawyers

4 Ways to Fix a Broken Legal System

This video post is from an old friend and attorney – Philip K. Howard.  He discusses the powerful forces of the law and lays out ways that we can fix what all would agree is a broken system.    The land of the free has become a legal minefield, says Philip K. Howard — especially […]

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Plan in order to achieve the future you desire.

Discovery Starts Your Planning

Financial planning intimidates people. In its early stages, they don’t know what to expect, what to answer and what they’ll have to divulge to create a realistic plan. In this article on the planning process, let me remove the fear and talk about how we begin work with our clients. Discussing personal finances challenges most of […]

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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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Mobile Lineage

How do you fill your “White Space”?

In the age of computers, tablets and smart phones, we have access to information instantaneously.  And with this access, the information overload can be addicting.  This is quite evident when you are out to dinner and the table next to you is filled with devices keeping everyone occupied. A typical American family can be – […]

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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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