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Vanguard Small Cap Index Admiral

Vanguard Small Cap Index Admiral

The Vanguard Small Cap Index fund (VSMAX) plays a significant role in portfolios by offering exposure to investment factors that have led to higher returns over time: the small cap stock effect, the value effect and the liquidity premium.   a level of diversification within the domestic equities allocation at a low cost. The fund Having a properly diversified portfolio can help boost returns over time and even help reduce the volatility of returns you experience. For example, over the past 3 months VSMAX returned 12.39% compared to the Vanguard S&P Index funds return of 9.1%.  See Fund

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Client Letter June 2016

Client Letter June 2016

Stocks continue rebound from January funk, but bonds flat in May. Our view on market valuations and likely returns. The important dimension of inflation.

Take this to the bank. If indeed we are in a moderate return environment, then the margin for error is smaller, and it is more important than ever to invest in index funds, keep costs low, and to avoid both inertia and opportunity costs associated with active management.

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Participant Letter June 2016

Participant Letter June 2016

Stocks continue rebound from January funk, but bonds flat in May. Return expectations flat lining after post crisis run.

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754 Hits

A Risk Drill for Your Portfolio

A Risk Drill for Your Portfolio

How to assess the big portfolio risk factors, including falling short and not diversifying properly.

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821 Hits

How to Bridge a Retirement Shortfall

How to Bridge a Retirement Shortfall

A combination of incremental, not revolutionary, changes can help bridge the gap.

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768 Hits

Have you seen our Facebook page?

Have you seen our Facebook page?

We use the page to share information, meeting and events related to matters of philanthropy, impact and social venture investing.

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Life Hacks

Life Hacks

IF YOU'RE IN THE LUCKIEST 1%, YOU OWE IT TO THE REST OF HUMANITY TO THINK ABOUT THE OTHER 99%

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1061 Hits

Understanding the Trade Deficit and What it Means

Understanding the Trade Deficit and What it Means

The trade deficit has become a political football leaving many with the perhaps misguided notion that our trade deficit with countries like China and Mexico makes us a loser. As with many things economic, it ain't that simple. Arm yourself with the facts:

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Freakonomics: How to Be Less Terrible at Predicting the Future

Freakonomics: How to Be Less Terrible at Predicting the Future

Experts and pundits are notoriously bad at forecasting, in part because they aren't punished for bad predictions. Also, they tend to be deeply unscientific. Moreover, most of us engage in constant forecasting without even realizing it, and that can have an important impact on the way we think about investments. This podcast from Freakonomics Radio will help you rethink the subconscious ways in which we all take forecasting risk. The psychologist Philip Tetlock is finally turning prediction into a science -- and now even you could become a super forecaster.

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1072 Hits

Freakonomics: How to Be Less Terrible at Predicting the Future

Freakonomics: How to Be Less Terrible at Predicting the Future

Experts and pundits are notoriously bad at forecasting, in part because they aren't punished for bad predictions. Also, they tend to be deeply unscientific. Moreover, most of us engage in constant forecasting without even realizing it, and that can have an important impact on the way we think about investments. This podcast from Freakonomics Radio will help you rethink the subconscious ways in which we all take forecasting risk. The psychologist Philip Tetlock is finally turning prediction into a science -- and now even you could become a super forecaster.

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629 Hits

Tax Savings

Tax Savings

This is the time of year when saving on taxes is on everyone’s mind. 

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1100 Hits

DFA Emerging Markets Core Equity I (DFCEX)

DFA Emerging Markets Core Equity I (DFCEX)

The DFA emerging markets core equity fund applies a passively managed strategy that offers exposure to a broad base of equities in numerous emerging markets. The fund's main objective is to outperform the MSCI Emerging Markets Index by dipping further into more smaller market capitalization stocks. This sustainable strategy makes the DFA emerging markets fund a great choice as core holding. 

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Participant Letter April 2016

Participant Letter April 2016

March Thaw brings Leadership Shift

Corrections in the stock market often herald a change in marker leadership. Indeed, the first quarter saw a shift in performance of many of the asset sectors that make up a diversified portfolio. 

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A Victory for Investors: The Fiduciary Rule is Here

A Victory for Investors: The Fiduciary Rule is Here

The fiduciary rule will help to ensure that financial institutions act in investors’ best interests when providing retirement advice.

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1109 Hits

A Victory for Investors: The Fiduciary Rule is Here

A Victory for Investors: The Fiduciary Rule is Here

The fiduciary rule will help to ensure that financial institutions act in investors’ best interests when providing retirement advice.

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771 Hits
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Do you Understand Diversification?

Do you Understand Diversification?

Do you understand what diversification does for your portfolio? While people generally know diversification is a good thing, they’re often not sure exactly how or why. Academic research has shown that investors don’t understand diversification's impact on volatility and expected returns.

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1045 Hits

Do you Understand Diversification?

Do you Understand Diversification?

Do you understand what diversification does for your portfolio? While people generally know diversification is a good thing, they’re often not sure exactly how or why. Academic research has shown that investors don’t understand diversification's impact on volatility and expected returns.

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614 Hits
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Couples and Money: Conflict and Resolution

Couples and Money: Conflict and Resolution

You want to be a team when it comes to your money...but you're not. Here's why  and what you can do.

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Couples and Money: Conflict and Resolution

Couples and Money: Conflict and Resolution

You want to be a team when it comes to your money...but you're not. Here's why  and what you can do.

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554 Hits
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Client Letter April 2016- March Thaw brings Leadership Shift

Client Letter April 2016- March Thaw brings Leadership Shift

 

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