History on the Run

Jim Parker of Dimensional Fund Advisors explains: “The danger of investing based on recent events is that the situation can change by the time you act. A “crisis” can morph into something far less dramatic, and you end up responding to news that is already in the price.”

Posted in Educated Investor

A Misleading Moniker: Financial Literacy Month

April is National Financial Literacy Month, and while I would never argue against financial literacy, I have a fundamental problem with the moniker. Who, after all, would willingly step forward and proudly announce themselves illiterate—at anything?

Posted in Educated Investor

Finding Surer Footing

We left the trail head at 1 a.m. and headed for the summit of the Grand Teton. I had made this climb several times, but my friend was still new to mountaineering. This trip was his first attempt at the

Posted in Educated Investor

Diversification Is the Sane Alternative to Betting Big on One Investment

In years like 2014 with an obvious winner, diversification becomes everyone’s favorite whipping boy. One type of investment does so much better than the others, it seems insane to diversify, let alone rebalance.

Posted in Educated Investor

Weather vs. Climate

Notice how TV news bulletins put finance next to the weather report? In each, talking heads point at charts and intone about intraday events that are quickly forgotten. Meanwhile, the long-term wealth building story gets overlooked.

Posted in Educated Investor

Market Review

Every quarter, we are pleased to provide a review of some of the events in the market and how those events affected investors. Click on one of the links below to review a quarter (requires Adobe Reader to view).

Second Quarter, 2015

First Quarter, 2015

Our Newsletter

Below are headlines from our recent In Focus newsletters. Copies are available by clicking the date link below.

April 2015: Getting Educated About Money

March 2015: Putting Your Best Interests First