2019 Is 75% Done…a Look at the Markets & Other Econ Trends
You don’t say… For the first time in a long time… Over the last 12 months (09 27 19) Value has outperformed Growth. Small stocks […]
How Playing the Long Game Could Help Build Wealth and Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having […]
Mutual Fund Landscape
Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. Our objective is to assess the performance of mutual fund managers relative […]
Thank You, Jack Bogle
David Booth, the Founder of Dimensional Funds, talks about Jack Bogle the Founder of Vanguard Funds and Index Investing. Jack and the Dimensional Funds Founders […]
A Tale of Two Decades: Lessons for Long-Term Investors
This article says, in a slightly prettier way, the message I recently prepared for a Client who is a senior Exec and a serious analytical […]
Did you know that Young Workers are…?
Younger workers reported big gains in their happiness with pay. American workers under 35 reported being happier with their paychecks than people over 55 for […]
Timing Isn’t Everything
Here is an article that reviews the math of market timing…
Quarterly Market Review (QMR) – Q2 2019
The keys to building wealth are buying right and selling right. Always buy “on sale” and sell them at a premium. Here is the latest guide to […]
How’s that China Trade…uhhh…Tariff deal going?
China is always a fascinating case study. Consider that this is a “communist country”. Consider it was China’s influence in Vietnam that lead us to […]
10 Questions That Top Advisors Ask Every Business
What role does your business need to play in helping you achieve financial freedom? 1. How do you see your involvement in your business changing […]