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 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.
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
Are you making investment decisions in light of the game you really want to win?
What caused the stock market to rise by over 20% in the second quarter of 2020 even as the COVID pandemic was out of control? How about the over 11% rise in the fourth quarter of 2021 as inflation ticked up and the Fed was warning of rate increases? It seems a little more obvious why the US stock market has fallen in the first 6 months of 2022, but should it have fallen more…or less?
Does war in Israel mean a big market meltdown? It’s hard to escape the war news. One way to think about the future is by looking at the past for similar circumstances.
In both meals and investments, balance is key. A diversified portfolio can weather market fluctuations just as a well planned Thanksgiving dinner can satisfy almost everyone’s appetite.
Is stock market growth a thing of the past? Headlines making predictions about this have come and gone, some turning out to be spectacularly wrong. Let’s take a look.
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Are bonds an income generator—or just dead weight? Let’s find out.
Asset Class Returns – Can We Just Pick the Winners?
Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.
Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
