Blogs

The US Mutual Fund Landscape

One of our mutual fund partners, Dimensional Fund Advisors has completed their annual study of the US mutual funds available to investors. Their findings are shared below in the video. DFA suggests that when selecting a mutual fund, one must look beyond past performance and instead look to the fund's cost of investing as well as how the fund was managed.

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

The Importance of an Investment Philosophy

If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment philosophy. More important than a sound investment strategy? Yes, they will tell you, because strategy, while important, is nothing more than a manifestation of an investment philosophy.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

Financial Lessons For Your Teen

The Importance of a Named Beneficiary

Many people do not realize the importance of having a beneficiary listed on their retirement account or investment account. It is extremely important to review your current account beneficiaries and make sure they are consistent with your current estate plans. Whether or not you have a named beneficiary can affect how your assets are distributed and taxed.

Should Investors Sell After a "Correction"?

As an investor, how should you respond to a market correction such as the one we experienced over the past month? Please read the following article from one of our partners, Dimensional Fund Advisors.

Investors Beware: The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

The Keys to Building Wealth

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