Though tax policies haven’t received top billing in this year’s presidential election dialogue, they’re still part of the conversation. Here’s a quick review of each [...]
Despite events that may have sent investors ducking for cover in the past, the equity markets continued their resiliency through the first quarter. U.S. equity markets were up double digits with [...]
As the US equity markets reach new highs, it reminds us that trying to correctly time the entry point to the market is never easy. In a recent article, DFA’s Jim Parker makes note of [...]
One of our favorite investment managers, Dimensional (DFA), hits home in their article “Betting Against the House.” Read the article by clicking here: Betting Against the House
Having survived the end of the world and managing to avert the fiscal cliff – Happy New Year and welcome to 2013. With the help of Dimensional Fund Advisors (DFA), we share a review of the [...]
Dear Clients and Friends: There’s no shortage of writing material for the third quarter leading into the fourth quarter. What better topics than the elections, the fiscal cliffhanger (as others [...]
As seen in the Concord Journal By Lee C. McGowan, CFP® As we approach the final stretch of 2012, there are several reasonable and looming questions on the minds of taxpayers and their advisors. [...]
Dear Clients and Friends, In this quarter’s letter, we share with you the summary of two vastly different quarters in the markets, our take on equity valuations and the not-so-comfortable dilemma [...]
Dear Clients and Friends: We hope this letter finds you enjoying springtime. We are writing to share a few investment and economic-related thoughts. You will also find information that meets the [...]
Dear Clients and Friends: As investment account statements and quarterly portfolio reports arrive, we, with the help of DFA, share with you a review of economic and market themes from 2011 and [...]