I read an article on Barrons entitled, “Active Stock ETFs Are Thriving. Index Funds Will Probably Beat Them.” Which is a good title right? After all, with Index investing, you get: Lower Costs: Index funds typically have lower management fees compared to actively managed funds because they aim to replicate the performance of a specific… Continue reading Even Barrons…
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Can AI make investment decisions?
Out of curiosity after the posting the last post, I decided to ask the AI itself this question… This is its response! While it is technically possible to have an AI make all your investment decisions, there are several important factors to consider before relying solely on AI for such matters. It is important to… Continue reading Can AI make investment decisions?
AI and the markets??
This is a different take. The other question is whether or not the AI can make investment decisions for you. Let me know what you think! https://www.dimensional.com/us-en/insights/the-difference-between-ai-and-markets
Living Trust
Creating a living trust can provide several benefits for people who want to manage their assets and property during their lifetime and after their death. Some of the main reasons why people create living trusts include: Avoiding probate: One of the primary benefits of creating a living trust is that it allows assets to be… Continue reading Living Trust
Q1 2023
Q1 2023 report
DFA #1
Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’!!
Century Ride!
Personal note: I accomplished something I’ve always wanted to do – I completed a century ride! It was the hardest thing I’ve ever done; but the cycling 100 miles has always been a bucket list item. I’m very excited about finishing!
Advisors add Value
A good Advisor cares about you and your portfolio but still remains unbias and calm. Personal emotions can make investing difficult because emotions can lead to biases and irrational decision-making. Here are a few examples of emotions that can impact investment decisions: To be a successful investor, it’s important to be aware of these emotional… Continue reading Advisors add Value
End the Year
Q4 2022. Nice end to a not so nice year
CA Audit
7 Years in and I’ve completed my 1st Audit by the CA Department of Financial Protection and Innovation. I’m happy to report that I’ve come out the other side and I’m happy to think the business is in full compliance! Also, in other news, I now offer clients separately managed accounts which can be customized… Continue reading CA Audit