Blog
Inflation is here
The inflation that we’ve been expecting the few years last years is now here. Aided by stimulus and an unfettered money printing press, people are finally seeing big price increases what appears to be long-term inflation. What should an investor do in this case? How can we preserve the nest egg we worked hard and… Continue reading Inflation is here
A DFA article on 401k “leakage”
Interesting article from Dimensional Funds on 401k money leaving the 401k. But is it really a bad thing? How about in your case? Call me to discuss! Article linked below: https://my.dimensional.com/smart-ways-to-seal-401k-leaks
2021 Matrix Book!
The new 2021 matrix book is finally out. This is great for reviewing historical returns and seeing averages for different asset classes! A “must use” for everyone!
Musing
As we now find ourselves out of the woods (so to speak) I’m considering lessons learned from the 2020 correction. We see once again proves that the tried and true method of disciplined rebalancing and broad diversification is the correct strategy. At the beginning of 2020, nobody had any idea that a global pandemic would… Continue reading Musing
Q1 Market review
Quick summary of what happened the last quarter and year. Clients will receive a customized report detailing their portfolio performance and holdings to get an idea of their relative performance.
Howard Marks Memo
Some of the highlights in his latest memo: To grab his highlights in positioning for 2021: “Most important on the positive side of the ledger, we seem highly likely to have a healthy economy for a good while, and the Fed has telegraphed its plan for years of accommodative monetary policy to keep it that… Continue reading Howard Marks Memo
Tales from the Crypto: How to Think About Bitcoin
This is a great summary on crypto currency. https://www.dimensional.com/us-en/insights/tales-from-the-crypto In fact, I have personal views on crypto currency and the end times which I consider off the clock. What do you think about it?
Lower your income taxes today!
With the April tax deadline fast approaching, one should make sure to max contributions to their IRAs. But really, you shouldn’t stop there. Maxing contributions to a company sponsored 401k is a top priority. If you are self employed, make sure you pay yourself first by contributing to your own retirement plans. There is a… Continue reading Lower your income taxes today!
60 Mile Ultra Marathon… in the 1980s??
Okay, we know Dimensional Fund Advisors is a great company offering great funds. All that aside, is this guy running ultra marathons before they were a thing?? He’s inspiring me to run! https://www.mydimensional.com/video/2263/60-miles-through-scotland