InvestmentNews interviewed me and other investment managers about rumors that the new administration may postpone the implementation of the Department of Labor'
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The Dow Jones Industrial Average (DJIA or the “Dow”) closed above 20000 for the first time on January 25, 2016. It was a page one news story in the Wall Street
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Keeping my clients invested and maintaining agreed upon portfolio allocations is an important part of investment management. Many investors react emotionally to
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Are investment managers cost effective? Vanguard says they are.
Vanguard is often associated with DIY (do it yourself) investors. However, Vanguard doesn’t
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It wasn’t just political experts who looked bad after Donald Trump’s recent victory. Stock market forecasters also looked bad. Most predicted that if Trump
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Will the election affect the stock market?
One of my clients asked me if we should be preparing for a Trump victory that causes the stock market to fall dr
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Your custodian? No, this is not about the workers who clean and maintain buildings.
It is about something much more important: companies that hold and safeguar
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US and international stocks declined sharply Friday, June 24 2016, as a result of the British vote to leave the European Union (Brexit).The vote will affect sto
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Mike Causey of Federal News Radio just interviewed me about recent declines in the TSP stock funds. We discussed how TSP investors could adjust their allocation
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You may already be thinking about your taxes but you can’t prepare them until you receive all your 1099s and other tax information.
Consolidated 1099s for brok
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I recently blogged on the unreliability of stock market forecasts (Are Stock Market Forecasts Worth Reading?).
Mutual fund firm Dimensional Fund Advisors pu
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