Chart of the Month – April 2024
Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell.
Chart of the Month – June 2023
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Chart of the Month – May 2024
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
DraftKings Knows More About You Than You Know About You
For 12 seconds, consider what a company knows about you and their own profitability if they are willing to offer you a $500 risk-free bet to get started. That’s what DraftKings just promised me in a commercial. Sounds awesome, doesn’t it? OK, the 12 seconds are up. What did you come up with?
Elections and Your Money Q&A
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.
Chart of the Month – May 2024
While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.
Diversification: Preparing for the Next Surprise
Probably only one thing is certain: The world is still full of surprises yet to be revealed. Is your portfolio diversified in preparation for the next one?
Do Small Company Stocks Like New Presidents?
In the three months since Joe Biden was elected President of the United States, small company stocks have risen more than 30%. Four years ago, Donald Trump was elected President of the United States and small company stocks went up almost 20% in the twenty-six days surrounding the election, from November 3rd to December 9th. Do small company stock investors just like new Presidents?
DraftKings Knows More About You Than You Know About You
For 12 seconds, consider what a company knows about you and their own profitability if they are willing to offer you a $500 risk-free bet to get started. That’s what DraftKings just promised me in a commercial. Sounds awesome, doesn’t it? OK, the 12 seconds are up. What did you come up with?
Elections and Your Money Q&A
Since we were unable to answer all of the questions asked during the live webinar, we'd like to share some of the questions and answers in written form.
Georgia, Political Majorities, & Markets
Unprecedented! That word had been used ad nauseam in 2020.
Good News About Portfolio Costs from DFA
Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020.
How Elections Affect the Market
A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets.
How the “Little Guy” Really Wins in the Market
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
As we’ll see, each of these are real risks, because if they are unmanaged or unanticipated, they may cause investors to focus on the wrong things at the wrong times and lead to actions that may sabotage goals and portfolios.
How to Construct a Good Investment Policy Statement
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?