Markets Move. So Should You.

The primary reason for portfolio rebalancing is to maintain the risk profile of the policy portfolio that the client has chosen. However, periodic rebalancing has the added benefit of ?buying low? and ?selling high?.

Investment Policy Statement – Why Is It Important?

It is important for all investors, whether an individual, family, retirement plan, or nonprofit, to plan their investment approach around their goals and objectives. Investment Policy Statements (IPS) often document these items. Here are four reasons why it is important to have a clearly articulated IPS.

Inflation Aware Investing

You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.

How Elections Affect the Market

A bit of history helps bring some perspective to trying to read too much into the influence of elections on stock markets. 

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.