Learning Center

Rules of Prudent Investing

Date31 May 2013

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Overview: The following rules can help investors build and adhere to a well-designed investment plan. The following investing guidelines may be instrumental in giving investors the best chance of achieving their financial goals. Constructing an Investment Plan Recognize that the ability, willingness and need to take risk is different for everyone. Plans fail because investors...

In Context Newsletter – Spring 2013

Date14 May 2013

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After the bear markets of 2000–2002 and 2008, we seem to have entered an era in which investors wonder whether a market collapse is right around every corner, even following new market highs. The S&P 500 Index achieved a new high at the end of the first quarter, closing at 1,569 after beginning the year at 1,426, but has experienced considerable volatility surrounding the events in Boston. So, is it reasonable to fear a severe market downturn given this generally good performance in tandem with recent events?

Looking for Bubbles Everywhere

Date14 May 2013

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With the markets predominantly producing positive news so far this year, you would think that would have investors feeling optimistic. But are they? Carl Richards, director of investor education for the BAM ALLIANCE, senses what is known as the “wall of worry” on Wall Street — that the markets are doing well in spite of...

The High Cost of Bad Advice

Date14 May 2013

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In this article, we address why we believe the decision of hiring an advisor should not be based solely on fees. The quantity and quality of the services provided varies greatly from advisor to advisor. When you interview potential advisors, you should look for the advisor who gives the best advice and is the best...

Cost Per Use as Measured by Flip-Flops

Date01 May 2013

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Expensive Flip-flops that last, or cheap flip-flops that break - which would you choose? This sketch by Carl Richards illustrates the difference in this purchasing behavior.

Best Cities for Successful Aging

Date15 Apr 2013

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To view pdf please click here.

Response to New York Times Article Comparing DFA and Vanguard Stock Mutual Funds

Date19 Mar 2013

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A recent New York Times article profiled Dimensional Fund Advisors and its role as shareholder activists. DFA was ranked No. 1 in shareholder activism by the American Federation of State, County and Municipal Employees in June 2011. The article compared Dimensional with Vanguard, which was ranked last in shareholder activism by the same survey. It...

In Context Newsletter – Winter 2013

Date14 Feb 2013

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With the eleventh hour passage of the American Taxpayer Relief Act of 2012, some might think we have put the fiscal cliff behind us. Unfortunately, this is not the case. While the federal government has temporarily suspended the debt limit until May, without government action the mandatory spending cuts associated with the fiscal cliff will begin in March. With this continued level of uncertainty, it might seem like an unnerving time to remain invested and tempting to try to outguess the market...

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