How does one filter out the noise and identify what is essential to long-term success? These simple guidelines can help.

Expectations of all market participants combine to set both stock prices and point spreads. An individual has to be extraordinarily confident (or oblivious) to think they can outsmart the crowd.

A total return approach to generating portfolio cash flow helps balance risk and return, enabling a portfolio to meet retirees’ long-term spending needs.

Trimming an investment that has become “overgrown” can mean realizing gains and paying taxes. Not to be unexpected, this is part of being a successful, long-term investor.

DFA’s Emerging Markets Small Cap Fund (DEMSX) recently topped Bloomberg’s ‘Riskless Return Ranking’. We agree it’s a great fund, but for many reasons not captured in Bloomberg’s ranking.