Planning for your future

Future Testing

This post is from a frequent contributor to our site, Jim Parker, who is a Vice President with our partner, Dimensional Fund Advisors (DFA) in Australia. He discusses a common mistake of investors which is to try to predict the future from the current news. To help avoid this, you need to clarify your long-term […]

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Pets may need Financial Planning too!

As most of you know, our family includes our three daughters, Kathryn, Julianne and Elizabeth.  But we also have another family member who completes the household.  Our eleven-year-old Labrador retriever named Taxi. I can not imagine our house without her and for all of us, the love from Taxi has made each of our lives […]

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Investing is not looking for a golden ticket in a chocolate bar.

The Golden Ticket Trap

This is a guest post written by Jim Parker – Vice President of our partner, Dimensional Fund Advisors (DFA).  He reminds us of one of Maureen’s favorite movie’s – Willy Wonka and the Chocolate Factory and what the storyline can teach us about investing.   In a popular children’s story, the young hero pins all […]

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Different Types of Financial Aid for College Students

Congratulations!  Your son/daughter just got accepted to their dream college or university.  Once the celebration dies down, the reality of how to pay for the privilege of attending this dream college begins to creep into your thoughts.  Even with prior planning, your savings will likely not be enough to cover the high cost of tuition. […]

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Commercial airplane

Reason for Optimism: World Air Plane Traffic

This post is a video which highlights the tremendous growth that the global community has experienced and will continue to experience from modern air travel.  I am the first to complain about the TSA and the shoe removal process at airports, but from the aspect of global trade,  modern transportation has had and will continue to have […]

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Small ripples in the calm sea water

Stay disciplined with your plan

After a successful investment year has just passed, I wanted to remind everyone that every year will not be so strong.  In fact, nearly 30% of the time historically the U.S. stock market has declined for the calendar year. So while the “oceans are calm”, I wanted to remind everyone to start their preparations for […]

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Bernie Madoff Goes to Jail

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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Even during military operations, the US stock market advanced. Investment behavior will be key to capture returns.

Investor Behavior Gap

We have a hard time believing that our own actions could be the cause of our investment returns being less than they should be.  I was investing my own 401 (k) assets while working at Chase Manhattan Bank in early 1991.  The news of the day was the imminent attack by the U.S. on Iraq […]

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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). You may ask why that is the […]

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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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