Manager Outperformance
Previously, we looked at research that showed mutual fund management largely underperforms the benchmark. But what about those famed investors that have consistently outperformed? Well, if you recall, most outperformers [...]
Global Diversification
Previously, we highlighted research that concluded “portfolios with fewer stocks are more likely to underperform than portfolios with more stocks, because larger portfolios are more likely to include some of the [...]
Mutual Fund Landscape Report
Every year Dimensional funds analyzes the past performance of all available mutual funds to see how this group performs relative to their benchmark. Their findings have consistently shown that mutual fund [...]
Don’t Put All Your Eggs In One Basket
We all know the saying “Don’t put all your eggs in one basket.” This idea is especially relevant when it comes to designing and implementing retirement portfolios. Why? Well, let’s [...]
The Flat-Out Truth
If you were to Google ‘yield curve inversion’ you would find many recent articles written about what this means and the possible implications for future stock returns. Some of the [...]
Navigating Geopolitical Events
As we watch the Ukraine invasion unfold, we are saddened to think about all the lives that will be upended & lost from these acts of aggression. At a time [...]
What to do if you want to be Happier in Retirement
Should you expect life to be better in retirement? Not according to roughly 1 in 5 folks.1 They think their golden years are worse than they expected. 1 And they’re [...]
Protests, Inflation, and Geo-Political Conflict
To say that the news of today has grasped our attention, would be an understatement. The headlines have seemingly paralleled the 1970’s and understandably, prognosticators are trying to parse [...]