Advice Doesn’t Have To Be Complex To Be Effective
How does one filter out the noise and identify what is essential to long-term success? These simple guidelines can help.
Investing
For Bettor Or Worse? Point Spreads And Stock Prices.
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.
Rebalancing: Focus on What Matters
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.
DEMSX: A Stellar Fund, Just Not ‘Riskless’
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.
Indexing: How Big is too Big?
Many investors wonder if index funds’ popularity has made markets less efficient, thus improving the environment for stock-picking and market timing. While index funds have grown, the majority of dollars remain invested in actively-managed strategies.