My Top 9 + 1 from Morgan Housel’s The Psychology of Money
Morgan Housel, author of The Psychology of Money, spent some time with us last month. Here are my takeaways.
Two Dimensional Mutual Funds Will Be Converted to Exchange Traded Funds on September 10th
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
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.
February 8, 2021 Financial Perspectives
After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.
December 21st, 2020 Financial Perspectives
1:07 - In the News: Vaccines, Employment, and Markets
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
Mutual Funds and ETFs: What’s the Difference?
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
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.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Index vs. Active – Tracking the Costs
Foster Group Chief Investment Officer, Kent Kramer, discusses the various costs associated with Active and Index Investing.
February 8, 2021 Financial Perspectives
After 3 weeks of GameStop stories, it seems like the game may be stopping or at least slowing down. The question remaining is who made money and is the market any worse for wear when the dust settles.
December 21st, 2020 Financial Perspectives
1:07 - In the News: Vaccines, Employment, and Markets
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks
Mutual Funds and ETFs: What’s the Difference?
There are structural differences between an Exchange Traded Fund (ETF) and a mutual fund that can create advantages to using one over the other.
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.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Index vs. Active – Tracking the Costs
Foster Group Chief Investment Officer, Kent Kramer, discusses the various costs associated with Active and Index Investing.