Cryptocurrency: Not for the Faint of Heart
Will cryptocurrency replace the $20 bill in your pocket? Will the decentralization/digitization of currency end up solving anything? Will it be of long-term value? Or will it end up being only a place for speculators to try and capitalize on the sentiment of others? Anyone wanting to allocate to cryptocurrency should understand the inherent uncertainty and volatility of this relatively new digital commodity.
June 21, 2021 Financial Perspectives
Four Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on June 11th
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.
June 7, 2021 Financial Perspectives
Decoding Crypto(currency) Webinar, June 3, 2021
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.
May 24, 2021 Financial Perspectives
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.
ESG Investing. What Does It Mean to be a Responsible Investor?
June 8, 2020 Financial Perspectives
3:06 - Last Week's Financial Highlights
4:40 - How Will the US Pay for All This New Debt Spending?
7:54 - What Does GDP Mean for the Stock Market?
What I Think About When Working From Home
May 29, 2020 Financial Perspectives
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive
Grow Through What You Go Through
May 22, 2020 Financial Perspectives
2:40 - Market Results for the Week
3:42 - What Do Low Interest Rates Mean for Investors?
6:40 - Fixed Income Analysis
7:45 - Corporate Bond Default Rates
8:21 - Corporate Bonds vs Treasuries
Mutual Funds and ETFs: What’s the Difference?
May 15, 2020 Financial Perspectives
2:14 - Market Results for the Week
3:01 - What Companies Will Do Best Coming Out of the Crisis?
3:40 - Quality and Growth
7:04 - Growth or Value
9:32 - Growth or Value or Something Else?
May 7, 2020 Financial Perspectives
4:17 - Market Results for the Week
4:45 - Largest US Companies in the NASDAQ Index
9:15 - A Historical Look at NASDAQ Returns
Vaccine for Physician Pocketbooks
May 1, 2020 Financial Perspectives
3:54 - March vs. April Markets
5:17 - Historical Look at the S&P 500
7:03 - Economy is Not the Market