Going Global is Essential

In the past two decades, there has been a decline in the number of US-listed, publicly traded companies. Should investors be worried about this change?

Equity Expected Premiums

In this video blog I discuss the proven dimensions of returns within the equity universe, and the expected equity premiums we target.

Three Election Night Investing Lessons

Regardless of political views or feelings about the election result, there’s a fascinating case study on stock market behavior here, and it is worth unpacking what happened purely from an investment perspective.

Small-Cap Stocks Jump

In the investing world things can turn on a dime. Small-cap stocks have certainly turned it around in 2016, in a swift and dramatic fashion.

Q3 2016 Market Review

This report features world capital market performance and a timeline of events for the 3rd quarter 2016.

Election Cycles and the Stock Market

The Randomness of Returns

In this brief video, Mike Minter discusses the randomness of returns in various global asset classes.

Changes to Money Market Funds in Your Accounts

Due to upcoming regulation, we recently began the process of changing the money market funds (the cash position) in your accounts.

5 Great Quotes From Legendary Investors

Here are five great quotes from legendary investors that are full of wisdom and common sense.

Investing in Commodities is Tricky

Commodities such as oil, gold, agriculture, etc., can make for a difficult investment. As an investor, sometimes the experience is far different from what you expected.

Focus on What You Can Control

In this video, David Butler of Dimensional Fund Advisors (DFA), tells his story of a past experience with a stock broker, and discusses the value of working with an independent financial advisor.

Black Ink

We say we’re fine with the ups and downs but it still frustrates us when we see our accounts at a temporary loss.

The Annual End of the World

The date was December 31, 1999. I remember going to Wal-Mart to search the picked-over shelves for bottled water, canned food, and ammunition. Why? Y2K was coming!

Changes to Schwab Monthly Statements

If you received your Schwab monthly statement in the past week, you may have seen an insert in the mailing talking about some upcoming changes to the way Schwab will be reporting your account activity going forward.

Value Investors’ Patience Has Been Tested

Value stocks were outpaced by growth stocks by a significant margin last year, and there is certainly a longer-term trend in play.

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