Category: Market Commentary

Qualified Opportunity Funds- The latest way to do well by doing good

Presidential Elections and the Stock Market

What is Fiduciary Advice

What Is Fiduciary Advice? May 2016 Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent. These titles can be confusing because on the surface it is not clear whether these professionals are legally […]

TIPS to Short Duration Bonds

After careful consideration, we have decided to make a small change to our core portfolios. We wanted to notify you of this change that will prompt you to see some activity via confirmations and in your monthly statements. This change will replace your Inflation Protected Bond fund (DIPSX) with the Short Duration Real Return Portfolio […]

David Booth Interview on CNBC Video

Thought I would share a recent interview by David Booth on CNBC (video link). David Booth, founder, chairman and co-CEO of Dimensional Fund Advisors, tells CNBC’s Sharon Epperson his winning investment philosophy, “let the market do the work for you,” is based on the research done by a Nobel Prize winner.

Recent Market Volatility

While never unexpected, it still surprises me that when markets have bad days I’m inundated with emails, phone calls, and questions that come on the heels of the news.  Yesterday was no exception, when the broad US Market (as measured by the S&P500) closed down 3.87% over two days.  I wanted to take a moment […]

IS IT TIME TO….

It always seems inevitable that when markets move enough to be back in the headlines, that I start to get a lot of questions about “Is this the time to…?” As human beings, we are wired to think we can control the uncontrollable, so we start to look for ways to do it. I’m a […]

Beware of Soothsayers

I am often told there are “professionals” around us who claim to know the exact moment when things in the market are going to change; that somehow they always know the right time to get in or out of the market. To that comment I would engage in a bit of critical thinking to see where […]

State of Mind

America is aging.  Of course this only natural, given the baby boomer generation is now full steam ahead toward hitting the retirement age of 65 (or 66 is you ask Social Security!).  Today, 13.5% of Americans are 65 or older.  Eight years from now in 2020, it is expected that over 16% will be 65 […]

Lessons in Mutual Fund Flows

Since 2008, economic uncertainty and market volatility have tested the staying power of investors around the world. Many people fled equities during the worst months of the global financial crisis, while others waited for signs of a turnaround before investing more. Their emotional reactions may have exacted a large price on their wealth. The graph […]