The media occasionally locks in on a particular “hot” sector. In the late 1990s, it was technology. In the mid-2000s, it was mining. Writing headlines about fashionable sectors is one thing. Building investment strategies around them is another. Written...
Read More
Here is a great article about how when the six-year bull run ends, the worst thing is to overreact. Be ready and embrace it. http://www.wsj.com/articles/how-to-prepare-for-a-bear-market-in-stocks-1425870192 “One-size-fits-all” won’t fit you here! The Del Monte Group team understands that everyone’s...
This DFA presentation highlights key decisions that may lead to a better investment outcome. VEW SLIDE SHOW HERE: Better Investment Experience Calling all neighbors in the Alamo, CA area and beyond! You work hard for your money, and now...
Notice how TV news bulletins put finance next to the weather report? In each, talking heads point at charts and intone about intraday events that are quickly forgotten. Meanwhile, the long-term wealth building story gets overlooked. READ HERE: Weather vs....
This presentation answers key questions many investors ask and highlights Dimensional’s research-based approach to investing. VIEW SLIDE SHOW: A Different Way to Invest Calling all neighbors in the Alamo, CA area and beyond! You work hard for your money,...
Pilot Penalty Relief Program – Late Annual Reporting for Non-Title I Retirement Plans (“One-Participant Plans” and Certain Foreign Plans) Revenue Procedure 2014-32 Section 1. Purpose This revenue procedure establishes a temporary one-year pilot program providing administrative relief to plan...
In an earlier blog post we recognized Eugene Fama, widely known as the “Father of Modern Finance,” for his long overdue Noble Prize in Economics. His research is the foundation on which Dimensional Fund Advisors was established. We have...
Check out Richard's TEDx Bellevue talk: A Place of Possibility for Wealth and Families!
You are probably aware that we use a lot of DFA funds in our investment portfolios. We’ve used them proudly for almost 25 years, because their portfolios rely on “the science of investing” instead of people who claim to...
As you no doubt have heard, the Congress and the President are playing yet another game of Chicken over federal spending, raising the debt ceiling, and ObamaCare. The markets have clearly not been enjoying the theatrics and if the...