
Don't Look in the Rear View Mirror When Investing
Does looking at a mutual fund's track record over the last five years help to predict future performance? Research by Dimensional Fund Advisors shows this approach offers little insight.
Does looking at a mutual fund's track record over the last five years help to predict future performance? Research by Dimensional Fund Advisors shows this approach offers little insight.
As we celebrate the 18th anniversary of our founding, I’d like to look back a bit, at how it all began…
Today's focus is on how we put together client portfolios.
The total-return approach to investing is an effective way to create a retirement "paycheck."
The first half of the year has given investors plenty to process. Diversified portfolios showed solid gains, a welcome turn from last year’s broad declines.
Do your mutual funds try to beat the markets by searching for the "needle in the haystack" stocks? Owning the haystack instead is more effective.