How Secure Is Social Security?

July 6th, 2016  // Recommended Reading

How Secure Is Social Security? Just The Facts.

Legends Jack Bogle and Burt Malkiel agree on what investors shouldn’t do right now By Melody Hahm

July 1st, 2016  // Recommended Reading

Legends Jack Bogle and Burt Malkiel agree on what investors shouldn’t do right now By Melody Hahm

Brexit – Our Perspective

June 27th, 2016  // Recommended Reading

Brexit — Our Perspective

4 Benefits of Holding Stocks for the Long Term By David Dierking

June 24th, 2016  // Recommended Reading

4 Benefits of Holding Stocks for the Long Term By David Dierking

Swedroe: Buffett’s Advice Widely Respected, Seldom Followed

June 13th, 2016  // Recommended Reading

Swedroe: Buffett’s Advice Widely Respected, Seldom Followed

Under the Surface

June 7th, 2016  // Recommended Reading

Under the Surface

Guide to Retirement Planning

May 24th, 2016  // Recommended Reading

Guide to Retirement Planning

An Introduction To Dimensional Fund Advisors

May 20th, 2016  // Recommended Reading

An Introduction To Dimensional Fund Advisors                    

Quick Take on Fixed Income

May 12th, 2016  // Recommended Reading

SEC-mandated changes to money market funds   Q: What are the upcoming SEC-mandated changes to money market funds, and what impact will they have? A: In 2014, the Securities and Exchange Commission released new rules governing the operation of money market funds that will go into effect by October 2016. The biggest changes pertain to… Read More

A Vanishing Value Premium? Weston Wellington, Down to the Wire Vice President

May 5th, 2016  // Recommended Reading

Down to the Wire: A Vanishing Value Premium? Value stocks underperformed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented. This column reviews a previous period when challenging performance caused many to question the benefits of value investing. The… Read More

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