Sad News

Investment Guide Author Dies Last quarter we wrote a book review of a great little recently published paperback called “The Investment Answer”. It is a popular guide for investors that lays out the important premises of smart investing in a simple, engaging  way. The book was written by advisor Dan Goldie and DFA consultant and former […]

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The Balance the Budget Game

Want to have a little fun?  Try balancing the federal budget in ten minutes or less. Believe it or not, you can actually do this on an interactive web site created by the New York Times (link). There are two graphics at the top of the page: one is the projected shortfall in 2015 (a […]

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Bond Bubble?

Should investors shift from bonds because of the prospect of rising interest rates? Despite a potential or even likely rise in interest rates, investors should continue to view bonds as a diversifier for the riskier assets in their portfolio. While the fear of rising interest rates may be legitimate, a potential bear market in bonds […]

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Gold Fever

Is it time to buy gold? Does gold provide a hedge against inflation as the info-commercials suggest?  We tried to address the issues of gold investing in this article.  The Glimmer of Gold See if you can relate to this situation: the struggling U.S. economy experiences severe unemployment, and a falling dollar spooks investors. It […]

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Tax Limbo

If you are wondering what is or what might happen with taxes, you will enjoy the attached article. It is a bit of a long read but The Wall Street Journal reporter does a nice job of laying out where Congress is ( and why) on everything from income to estate taxes. And if you […]

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Bullish on Emerging Markets?

Barron’s published a recent article profiling Dimensional Fund Advisors (DFA) Emerging Markets Value Portfolio. They wanted to write the article to expose some keen insight that helped usher this fund to its stellar performance record. Most journalists find out quickly they’re barking up the wrong proverbial tree here. They often get confused when they call […]

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Are You Covered? FDIC Consumer Highlights

New rules have limited the fees banks and other financial institutions can charge on some services, but in order to preserve their bottom line the costs of other services could go up. Here are some recent tips from the Federal Deposit Insurance Corporation (FDIC) to minimize increases. You can also visit their Website to find […]

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Are Markets Driven by Emotion?

Originally aired in April 2010, the highly regarded PBS program Nova presented an episode titled “Mind Over Money” which explored the financial markets, our psychological barriers when making financial/economic decisions, and how irrational behavior helps explain dramatic financial mood swings (greed vs. fear and bubbles vs. crashes). The focus on the real estate bubble, the […]

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Feeling Lucky?

U.S. News & World Report recently ran an article that demonstrates, yet again, that stock picking is most likely doomed to failure—unless you get lucky. And luck has been in short supply. A recent study by a leading financial market research firm showed that the average U.S. equity investor underperformed the S&P 500 over the […]

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The Hidden Source of Returns

The biggest problem with investment returns is that they’re posted daily–or, in the case of the recent “flash crash”, every hour or so. Why is this a problem? Because it implies that what happened yesterday or the day before is meaningful to your financial life and is important information for future investment decisions. People all […]

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