Four Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, June 11th.
Unprecedented! That word had been used ad nauseam in 2020.
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
Market volatility can sometimes be downright scary. The other day, I read that the quarter ending June 30th was the 16th worst quarter in the history of the stock market. Even worse, the first quarter was bad too, making it one of the very worst six-month periods in nearly a century. How does an investor respond?
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
There is just something about the NCAA Men’s and Women’s College Basketball Tournament. There is tremendous excitement in many families and workplaces as tournament brackets are filled in with predictions about the outcomes of 67 games over a three-week period.
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
