It is common that someone approaching retirement starts focusing on principal preservation. In fact, it often seems that retirees swear allegiance to a commandment: “Thou shall not invade thy principal.” This mindset causes a focus on income-oriented investments … Continue reading
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DFA Earns Top Stewardship Mark from Morningstar
Morningstar recently issued a new Stewardship Grade for Dimensional Funds Advisors or DFA. The firm’s overall grade–which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history–is an “A” – the highest rating. DFA has been the … Continue reading
Should You Have Managed Futures (Trend Following) In Your Portfolio?
“Managed futures” also known as “trend following” is an investment strategy that have historically achieved strong performance in both up and down markets, exhibiting low correlation to traditional stock and bond investments. It was one of the few strategies that … Continue reading
The Science of Investing & Factors You Can Use To Build Better Portfolios
Investors often use haphazard methods of selecting investments and completely ignore the science of investing. For decades now, academics have studied investment markets and conducted empirical research to try to identify what works and what does not work when it … Continue reading
Will Social Security Be There For Me?
Social Security’s future solvency is a regular discussion point when considering retirement planning issues. It is common for people to think the benefit will be reduced from what is shown on their statement. Yet, that position is often taken … Continue reading