Is a Recession Around the Curve?
Category: Investing
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
Category: Investing
It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.
September 4, 2020 Financial Perspectives
Category: Investing
1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers
Elections and Your Money
Category: Investing
Kent Kramer and Jason Brown discuss the potential tax implications of either political party being in office and how the market and economy have performed historically in election years.
Elections and Your Money Q&A
Category: Investing
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.
September 21, 2020 Financial Perspectives
Category: Investing
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?
The Biggest Risk to Investors Remaining in 2020?
Category: Investing
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
October 12, 2020 Financial Perspectives
Category: Investing
1:15 - In the News: What Employment Can Tell Us About Economic Recovery
2:52 - Stock Market Returns in October
3:43 - Value Stocks vs Growth Stocks Historical Returns
5:19 - Why Do Value Stocks Tend to Outperform Growth Stocks?
9:37 - What Should I be Investing in Now?
October 26, 2020 Financial Perspectives
Category: Investing
1:42 - In the News: Expansion in the US
2:24 - Recent Market Performance
5:07 - Patience: Why This Election is Different
6:52 - Elections Through Inaugurations: Should You Stay Invested?
How to Avoid Tyrannically Urgent Yet Unimportant Investment Ideas
Category: Investing
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.
May 24, 2021 Financial Perspectives
Category: Investing
This week Kent Kramer talks with Daniel Wallick from Vanguard for part two of our interview. This second part focuses on constructing a portfolio, different types of primary goals, and comparing your success to others’.
June 7, 2021 Financial Perspectives
Category: Investing
It’s summertime and we have two summer’s worth of movies to look forward to after 2020’s reduced calendar. AMC, a company that runs movie theaters has seen their stock value go way up in the past few weeks. Is this about great movies or something else?
This week Kent Kramer talks about two different valuation theories: Firm Foundation Theory and Castle-in-the-air Theory.
Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th
Category: Investing
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.
Are You Afraid of (Market) Heights?
Category: Investing
Investors have been experiencing some fear of heights recently. Many stocks and stock markets are at or near all-time highs. So, here’s the question investors need to ask themselves today, ”Do you think that stock markets 26 years from now will be higher or lower than they are currently, even if today is an all-time high?”
What’s Your Best Buy: Firm Foundation or Castle In the Air?
Category: Investing
If an investor could discover the true worth of a company, a piece of real estate or even an idea, where “true worth” equated to the future value or price that others would pay, success would be almost certain to follow. Those opportunities that were priced significantly lower than the future value would be automatic buys. The one’s with higher prices today than the future price would be ones to avoid. If only it were that simple!
August 24, 2021 Financial Perspectives
Category: Investing
Is it possible to be too smart? Can a problem or set of circumstances be overanalyzed? Is there such a thing as too much information? There’s some evidence out there that this is indeed possible! Kent Kramer shares our perspective on what’s been happening in and around financial markets recently and what we think successful investors should be thinking about – without overthinking it!
Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th
Category: Investing
Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.
Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th
Category: Investing
Two Dimensional Fund Advisors (DFA) mutual funds that are held in after-tax accounts managed by Foster Group at Charles Schwab and TD Ameritrade will be converted by DFA to Exchange Traded Funds (ETFs) on Friday, September 10th.
September 27th, 2021 Financial Perspectives
Category: Investing
In Part two of our interview with Marlena Lee from Dimensional, Kent Kramer and Marlena dig deeper into changes to asset allocation and ESG investing risks and considerations.
October 11, 2021 Financial Perspectives
Category: Investing
Friction can slow can down any machine. What was humming along only minutes or weeks ago, can labor under the strain of too little oil, a little sand in the gears, you name it. The US economy and markets have been seeing an increase in perceived frictions over the past month. Can we get back to smoother operations?