Category Archives: Investments

2012 Review: Economy and Markets

The following article was written by Bryan Harris of Dimensional Funds.  I thought it did a great job of summarizing 2012 from a markets standpoint.  Throughout 2012, nervous investors did not have to look hard for reasons to avoid the financial markets. … Continue reading

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New Year’s Investment Resolutions

It’s that time of year when many of us think about establishing one or more New Year’s resolutions. This often means committing to improving one’s lifestyle by losing weight, exercising more, or drinking less. Some investors could probably benefit from … Continue reading

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Balancing Your Fixed Income Decisions

Fixed income can play an important role in a portfolio. But its role may vary according to an investor’s financial needs and concerns. For example, many investors look to fixed income for safety, income, and more stability in their portfolios. … Continue reading

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Fiscal Cliff

We’re hearing a lot about the fiscal cliff in this post-election time period, and surprisingly, considering the angry partisanship of the campaign, some of the news is encouraging.  The White House and Congressional leaders, elected officials from both sides of … Continue reading

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Q3, 2012 Markets Review

It seems like every quarter we find ourselves saying the same thing: what a difference a quarter makes!  In the first two months of 2012, the U.S. stock market was recording excitingly positive returns.  The U.S. economy seemed to be … Continue reading

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The Death of Equities, Revisited

I thought the following article by Weston Wellington, Vice President at Dimensional Funds was well done. June 26, 2012 A recent article appearing in the Financial Times caught our eye—or perhaps we should say ear. At first glance it was unremarkable—just … Continue reading

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Q2, 2012 Markets Review

For those who watch the investment markets, the first half of 2012 was a strange and somewhat harrowing experience.  The first four months of the year saw American stocks zoom upward by almost 10 percentage points, building on one of … Continue reading

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The Cost of Safety

I thought the following article by Jim Parker, Vice President at Dimensional Funds was well done. Investors are now so risk averse they are willing to pay the German government to look after their money; not a risk-free return, but … Continue reading

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Recommended Personal Finance Books for Clients-Updated

As we get closer to Election Day, I thought I would add three books with a political bent to my recommended book list. That Used to Be Us:  How America Fell Behind in the World It Invented and How We … Continue reading

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Q1, 2012 Markets Review

Who could possibly have guessed?  After all the discussion in the press about the long economic slowdown, last year’s downgrade of American sovereign debt, talk of double-dip recessions and looming crises in Europe and China, the U.S. investment markets turned … Continue reading

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