Category: Tag: Evidence Based Investing View all
When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally.
We should first understand the connection between the price you pay and the return you expect to receive.
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Having an advisor help you tune it out will improve your results.
U.S. growth stocks are certainly one of the seven or eight investments I usually recommend all clients have in their portfolios.
Evidence-based fund managers have freed themselves from tracking popular indexes by establishing their own parameters for cost-effectively investing in most of the securities within the asset classes being targeted.
There are many other variations on these themes. The point is, indexes using different weightings can reach significantly different conclusions about the performance of the same market slice.
Think of index points as being like thermometer degrees. Most of us can’t explain exactly how a degree is calculated, but we know hot from cold. We also know that Fahrenheit and Celsius both tell us what the temperature is, in different ways.
US market returns and a variety of interest rates and found the empirical relation has been weak and noisy.
What is it, and what does it mean to you? Learn about this highly disciplined approach to investment management.
King Solomon recommended dividing our investments into “seven, or even to eight” ventures (diversification). Because we do not know what misfortune may occur on the earth.
I always enjoy Weston Wellington’s look at what the press has to say about the markets. His articles for Dimensional Fund Advisors are usually lighthearted and very easy to read. In his “A_Look_Back_at_2016_US” article, he reminds us that not many knew …
I add value to my clients in a variety of ways. Objectively, a Vanguard study shows I may add 3% in average annual returns for my clients. This is far in excess of my tax-deductible fees. How, you may ask? 1. I help clients stick to their plan. I recen …