Resources

Money and Marriage: The Financial Plan for Marital Bliss

Kurt Wunderlich, Associate Wealth Advisor, 8/8/2019 Marriage, it turns out, is even more than hefty emotional commitment, a blending of families, and the awesome chance to add another crazy aunt or uncle to your family tree. Specifically, when you are married, you become a single economic unit. Your partner’s successes are your successes; similarly, your…

A Second Quarter Review of 2019 ‘Sure Things’

Larry Swedroe, Chief Research Officer, 7/30/2019 At the start of 2019, I compiled a list of predictions that so-called financial gurus had made for the upcoming year, along with some items I heard frequently from investors, for a consensus on the year’s “sure things.” The turn of the calendar means it is now time for our second…

How to Craft a More Fulfilling Vacation

Tim Maurer, Director of Advisor Development, 7/26/2019 Been there, done that. You’ve visited the tropics, the mountains, the lake. You’ve sailed on a cruise and made the pilgrimage to Disney, perhaps each twice or more. Most were fun, restful—maybe even restorative or memorable. But something was lacking. Something was missing. As you dream up your…

The Historical Imperative for International Diversification

Larry Swedroe, Chief Research Officer, 7/19/2019 I’ve been getting lots of questions about the benefits of international diversification. The questions are variations of “Why do I want to own these poorly performing investments that also create currency risk?” Among the two most well-documented investment biases are home country (leading to dramatically overweighting one’s home country…

Set Your Goals

Sue Stevens, 7/23/2019 When a new client comes to our office for the first time, we typically start by asking “How can we help?” Starting a relationship with a financial planner is almost always precipitated by something happening in the client’s life—they want to retire soon, they just received an inheritance, they just learned they…

Do You Really Want to Retire?

Connie Brezik, 7/12/2019 Recently, the “I want to retire” mantra seems to be an ever more common theme. I am even hearing a greater number of people in their early 50s, with successful careers and some with high-paying positions, say they want to retire. Marsha is a highly educated college professor, researcher, speaker and author….

Part IV: Future Expectations

The Viability of the Value Premium 2019 – 07/03 If you’ve been following our series on value investing so far, you may be wondering what other evidence we have considered with respect to the factor’s future viability. Going Global First, it’s worth noting: While the United States is not the entire world, much of the…

Part III: The Investor’s Long Haul

The Viability of the Value Premium 2019 – 07/03 So far in our five-part series on value investing, we’ve explored the factor’s origins, and proposed that evidence-based investors would be well-advised to keep the faith on value investing (relative to their personal financial goals and risk tolerances). Still, we understand. A decade is a long…

Part II: Historical Context

The Viability of the Value Premium 2019 – 07/03 In our last message, we launched our five-part series exploring the ongoing viability of the value premium. After enduring approximately a decade of disappointing U.S. value stock returns, even disciplined investors may be wondering whether this factor will continue to deliver its expected premium in the…

The Viability of the Value Premium

Part 1: Keeping the Faith 2019 – 07/03 If you’ve been an evidence-based investor for a while, you know the drill: You’ve already built your low-cost, globally diversified portfolio to help you achieve your personal goals. You’ve done so by tilting your portfolio toward or away from long-term sources of expected returns – and their…

Part V: What Matters in the End

The Viability of the Value Premium 2019 – 07/03 We appreciate your following our five-part series on value investing. If you’ve made it this far, your journey is nearly complete. So far, we’ve offered a number of evidence-based reasons we remain confident that the value premium is far more likely slumbering than dead. Unfortunately, nobody…

Life 2.0

Sue Stevens, 6/25/2019 Most of us have caught ourselves day dreaming about what could be someday. I see this happen a lot with clients in their 50s, but it can also happen earlier. I’m a good example of Life 2.0. I started my working years as a professional cellist. I had a great career playing…

Your Home is a Personal Asset

Connie Brezik, 6/18/2019 Your home is your sanctuary. It is your comfort zone and where you spend a good deal of your time. You sleep, cook, eat and entertain at home. For some, you may even work from home. It is no surprise, then, that we want our homes to be comfortable and nice. We…

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