Diversification has been called the only free lunch in investing. This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce volatility without reducing expected return or increase expected return without increasing volatility … [Read more...] about Alternative Reality – Do Alternatives help investors?
One of the major themes throughout the years that we have been writing posts is planning for the time that you are no longer working – retirement. For most of us, that time seems to sneak up on us. We are busy trying to establish careers, advancing in our particular choice of career, raising … [Read more...] about Retirement Advice from a NFL player
This guest post was written by David Booth, Executive Chairman and Founder of Dimensional Fund Advisors. David discusses the lessons from 2019 that investors can apply to … [Read more...] about The Market Has No Memory
As professional football (NFL) continues towards the Super Bowl in early February, I wanted to highlight what one of the great NFL coaches discussed in a press conference as they were approaching this year’s season. During a press conference in August, Pittsburgh Steelers head coach Mike Tomlin … [Read more...] about Getting Comfortable With Being Uncomfortable
Research has shown no reliable way to predict the top‑performing stocks, arguing for diversification instead. The stocks commonly referred to by the FAANG moniker— Facebook, Amazon, Apple, Netflix, and Google (now trading as Alphabet)—have posted impressive gains through the years, with all now … [Read more...] about How Markets Work and the FAANG Mentality
New Decade - New Tax Law. Once again, Congress passed a major piece of legislation as they headed out the door for the Holiday last month. Congress passed "The Setting Every Community Up for Retirement Enhancement Act", better known as the SECURE Act. The SECURE Act -- the most impactful … [Read more...] about SECURE ACT – New Tax Law changes