“Know the data” is an important lesson, especially when it comes to sensibly investing our life savings.
Read More
We believe in the shared value of education over ignorance, especially when it comes to managing money for our clients.
Read More
Learn how to choose between 529 plans based on what makes sense for you and your family.
Read More
If you’re planning for your kids’ college costs—and what parent isn’t before the footprint ink is even dry on their birth certificates—read this article for some great tips.
Read More
Here are some simple financial tips to help you build wealth and manage your money smarter.
Read More
Whether they represent a past mistake, bad luck, or a choice that made perfect sense at the time but no longer does, you are subject to sunken cost fallacy when a holding is no longer serving for your current goals. Learn how to avoid this trap.
Read More
Herd mentality is just as applicable in bull markets, as early experience taught me well. Remember the tech stock bubble of the 1990s? As an engineer at Dell in the “second Silicon Valley” of Austin, Texas, I happened to be in hotbed of all the madness…
Read More
I’m no more immune to confirmation bias than the next guy. For example, when I left my job at Dell several years ago, I realized I could finally buy an Apple. But, darn the luck, we already had a perfectly good PC at home.
Read More
Carl Richards of BehaviorGap.com posted an interesting Tweet recently: “You don’t hire a real financial advisor because you aren’t smart enough. You hire one because you aren’t an objective 3rd party.”
Read More
When is the last time your portfolio had a thorough spring cleaning? Find out the ways to best accomplish this task.
Read More
This year’s shareholder letter has not yet been officially released (due out in May), but a Fortune magazine sneak preview of 2014’s installment of “Buffettisms” does not disappoint.
Read More
There are plenty more similar tales I could tell. We all start out with good intentions. But something happens along the way that I refer to as “complexity creep.”
Read More
I am glad to have Dimensional’s funds and insights available to us. They help us build and manage families’ investment portfolios to sensibly reflect individual long-term goals and keep sleepless-night concerns in check.
Read More
Seek a fee-only advisor, so he or she is being solely compensated by you, the client, with no outside incentives from other sources.
Read More
If minimizing excess fees is such a big deal, why doesn’t every investor pay rabidly close attention to them? We can think of at least three reasons…
Read More
“In investing, you get what you don’t pay for.”
Read More
To “beat” the market, you have to be better than others at correctly forecasting future prices. Not just now and then but consistently, again and again.
Read More
For lack of a better term, those who justifiably turned away from active investing ended up being thought of as passive investors, i.e., the opposite of active investors. Personally, we prefer the term “evidence-based investing” as more descriptive.
Read More
So how is it that Dimensional more closely resembles a cult classic than a box-office hit among individual investors? Quietly, almost clandestinely, they’ve succeeded by offering investors an improved way to think about investing … for those willing to listen.
Read More
Founded in 1981, Dimensional is the eighth largest mutual fund manager today. Its board of directors includes Eugene Fama, the 2013 Nobel Prize in Economics laureate we mentioned in our last post.
Read More