Good News About Portfolio Costs from DFA

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

03/10/2020

Investors will benefit from a reduction in investment costs associated with funds managed by Dimensional Fund Advisors (DFA), effective February 28, 2020. 

$1 Trillion!

Category: Investing » Foster Group Investment Principles » Avoid Predictable Disappointments

By Matt Moklestad

01/24/2020

Four companies have reached a market cap of $1 Trillion. What does this mean for your portfolio?

Beyond Traditional Investments

Category: Investing » Alternative Investments

By Matt Moklestad

08/09/2019

Are alternative investments right for you? Matt Moklestad shares some things to consider when looking into this asset class.

5 Ways to Make Your Investment Portfolio More Tax-Efficient

Category: Investing

By Matt Moklestad

04/29/2019

Just like you pay taxes on the income you earn at your job; you also must pay taxes on the income or gains earned on your non-retirement investments.

A Pie of Different Flavors

Category: Financial Planning » Retirement Planning » Asset Location

By Matt Moklestad

01/18/2019

Why Does the Value of Bonds Fall When Interest Rates Go Up?

Category: Investing » Factors / Premiums » Duration / Term (Fixed Income)

By Matt Moklestad

11/28/2018

Should I Invest the Money I am Saving for a Future Purchase

Category: Investing » Asset Allocation » Growth & Preservation

By Matt Moklestad

10/05/2018