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Asset Allocation: Cooking with Index Funds

Asset Allocation: Cooking with Index Funds

Asset allocation -- the mix of cash, bonds and stocks in a portfolio -- determines the spectrum of returns you will experience. Here's a great insight from Jack Bogle, founder of Vanguard...

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Loomis Bond -- Interview with Dan Fuss

Loomis Bond -- Interview with Dan Fuss

This interview with Dan Fuss, who has managed Loomis Bond Institutional to a 9.7% annual return since opening it 24 years ago, appeared in Forbes, May 25, 2015 issue.

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Loomis Bond -- Interview with Dan Fuss

Loomis Bond -- Interview with Dan Fuss

This interview with Dan Fuss, who has managed Loomis Bond Institutional to a 9.7% annual return since opening it 24 years ago, appeared in Forbes, May 25, 2015 issue.

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1800 Hits

Vanguard Emerging Markets ETF (VWO)

Vanguard Emerging Markets ETF (VWO)

Vanguard FTSE Emerging Markets ETF (VWO)recently announced that it will be adding small cap stocks and China A-shares to its $67 billion emerging markets index fund to bring additional diversification...

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Emerging Markets Focus

Emerging Markets Focus

Your portfolio gains exposure to emerging markets through mutual fund investments. This article by Burton Malkiel of Princeton covers the fundamental reasons for including emerging markets funds in a well diversified portfolio...

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The Power of Compounding

The Power of Compounding

Einstein called compounding the most powerful force in the universe. Find out why starting now is a good idea!

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1073 Hits

Tax Savvy Investing

Tax Savvy Investing

The value added through efficient tax management of investments.

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1596 Hits

Principles for Investment Success Whitepaper

Principles for Investment Success Whitepaper

Our time tested keys to investment success.

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1357 Hits

Principles for Investment Success Whitepaper

Principles for Investment Success Whitepaper

Our time tested keys to investment success.

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943 Hits
Featured

The High Cost of Thinking Short-Term

The High Cost of Thinking Short-Term

This article from Sunday’s New York Times updates data we've reported in the past about the Performance Gap suffered by the average mutual fund investor.

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Featured

Performance Gap: The High Cost of Thinking Short-Term

Performance Gap: The High Cost of Thinking Short-Term

Here's a great article from Sunday’s New York Times about one of the key points we talked about in your plan's educational seminar. Why does the average fund investor underperform market indexes so badly? What can you do to close the performance gap?

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"The Intelligent Investor" by Benjamin Graham notes

"The Intelligent Investor" by Benjamin Graham notes

These are notes from The Intelligent Investor, one of the most important books ever written about investing. Written by Benjamin Graham, Warren Buffett's mentor and professor at Columbia, it provides the margin of safety concept as well as the intellectual framework for many of our investment strategies. It outlines how one should think about the relationship between price/valuation and returns, as well as our approach to managing portfolios through market fluctuations. The chapter, The Investor and Market Fluctuations, should be considered required reading.

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Progress: 401(k)'s Have Simply Gotten A Whole Lot Better

Progress: 401(k)'s Have Simply Gotten A Whole Lot Better

It is pretty easy to focus on what is wrong with our defined-contribution retirement system. Lots of employees still do not have access to workplace retirement plans. Fees can be too high, especially for workers at smaller firms. Sometimes employees face making complex decisions with relatively little guidance. Many of us do not save as much as we should for retirement. All of these things are true.

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Featured

Target Allocation Portfolios Brochure

Target Allocation Portfolios Brochure

Life and work are so busy these days, its no wonder that investment planning often falls to the bottom of the list. Your plans Target Allocation Portfolios offer a single-choice approach to retirement investing and an easy way to achieve immediate diversification based on your risk profile...

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Client Letter May 2015

Client Letter May 2015

The Road Less Travelled

Robert Frost’s famous poem, while not written with financial markets in mind, is nevertheless one for investors to consider. It is particularly relevant when investing in markets that are demonstrating strong trends that appear to have no end in sight. Eventually money will cycle around to the "road less travelled."

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Minimizing Investment Taxes

Minimizing Investment Taxes

Too often the industry avoids talking about one of the most important aspects of maximizing your long-term investment results: minimizing taxes.

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Understanding the Different Types of Retirement Plan Fiduciaries

Understanding the Different Types of Retirement Plan Fiduciaries

The Employee Retirement Income Security Act (ERISA) defines the roles and responsibilities of various fiduciaries for defined contribution retirement plans. In this article, we will attempt to clarify what some people consider to be a confusing situation.

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1103 Hits

TWM Rethinking 401(k) Participant Education

TWM Rethinking 401(k) Participant Education

Our objective was to better understand the 401(k) participant mindset and find the best ways to promote engagement with their company-sponsored retirement plan.

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956 Hits
Featured

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Warren Buffett cites Brutus in his 50th annual Berkshire Hathaway shareholder letter about how so many investors shoot themselves in the foot...

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977 Hits

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Don't Shoot Yourself in the Foot: Our Own Behavior Can Make Stocks More Risky

Warren Buffett cites Brutus in his 50th annual Berkshire Hathaway shareholder letter about how so many investors shoot themselves in the foot...

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1033 Hits

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