Category Archives: News and Insights

Stock Picking – A Losing Gamble

Even people not involved in the world of finance know the name Warren Buffett.  His name has become synonymous with wealth and success, particularly when it comes to stock picking. People less familiar with the man, the myth, the legend, may not know about his long running bet.  About nine years ago, Warren Buffett made…
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Thinking of Starting a Business?

Thinking of Starting a Business?  Here’s Four Reasons You Should Go for It! Schedule Setting your own schedule is amazing.  Networking events, client meetings, and the actual work that gets you paid can all be planned around your priorities.  It gives you more freedom to respond to important family events, like attending school functions with…
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Planning: Three Steps to a Solid Financial Plan

Have you ever heard the phrase, “If you fail to plan then you plan to fail”? It applies to so many aspects of our lives, so why would investing be any different? Consider following this easy three-step process to help yourself set goals, and actually follow through with them. [button text="Mention This Blog Post and…
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The Devil Wears Nada – By Jim Parker

The Devil Wears Nada Written By: Jim Parker, Vice President - Dimensional Fund Advisors The global fashion industry is fickle by nature, pushing and then pulling trends to keep hapless consumers forever turning over their wardrobes. Much of the financial services industry works the same way. [button text="Mention This Blog Post and Receive $50 off…
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Is Gold Worth It’s Weight in a Portfolio? – By Bryan Harris

Is Gold Worth It's Weight in a Portfolio? Written By: Bryan Harris, Senior Editor – Dimensional Fund Advisors Is Gold Worth Its Weight in a Portfolio? During a weak global economy and uncertain financial markets, many investors tout the benefits of holding gold. Some proponents claim that gold deserves a significant weighting in most investors’…
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2013 Review: Economy & Markets

2013 Review: Economy & Markets Written By: Bryan Harris, Senior Editor - Dimensional Fund Advisors The financial markets encountered strong headwinds but little turbulence on the way to a record-setting year. 2013 has been described as a “year about nothing.” In reality, a lot happened—but nothing could challenge the market’s profitable run. Investors shrugged off…
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Attention 401(k) Administrators!

If you're the named administrator or acting fiduciary of your company's 401(k) plan, you might want to consider having an independent review conducted of your company's 401(k) fees, expenses and investment performance.  Consider the following excerpts from the Department of Labor's website: [button text="Mention This Blog Post and Receive $50 off a Financial Review Session."…
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