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Vanguard Value Index Adm

Vanguard Value Index Adm

We are already more than halfway through 2016 and the Value stocks continue to shine bright.

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The $100K-plus problem with not saving while you're young

The $100K-plus problem with not saving while you're young

The sooner you start, the more time you have to compound that growth

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Are you living within your means?

Are you living within your means?

This is a crucial question, particularly when it comes to achieving your long-term financial goals. 

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1041 Hits

3 Things You Should Do Before You Pay Off Student Loans

3 Things You Should Do Before You Pay Off Student Loans

Should paying off student loan debt really top your priority list?

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Climbing a Wall of Worry

Climbing a Wall of Worry

The stock market “climbed a wall of worry” in the second quarter, fending off concerns about Brexit and slowing growth patterns. During the quarter there was a sharp downtick within the general labor expansion, but recent evidence indicates that it was an aberration. Finally, the Fed signaled that it will be patient as far as interest rate policy.

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1351 Hits
Featured

Client Letter July 2016

Client Letter July 2016

Midsummer Night’s Market

The good old days, when politicians were civil and worked together, market risk was null, and stock market volatility was low

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1150 Hits
Featured

Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

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1274 Hits

Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

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1026 Hits
Featured

Brexit...The Investor and Market Fluctucations

Brexit...The Investor and Market Fluctucations

 

 

June 24, 2016

 

I have no doubt the markets will process Brexit over ensuing days and weeks, and there will be additional volatility related to the announcement. But it will take years for Britain to actually exit the EU, plenty of time for businesses and markets to adapt.

 

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1820 Hits

Brexit...The Investor and Market Fluctucations

Brexit...The Investor and Market Fluctucations

June 24, 2016

I have no doubt the markets will process Brexit over ensuing days and weeks, and there will be additional volatility related to the announcement. But it will take years for Britain to actually exit the EU, plenty of time for businesses and markets to adapt.

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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 your portfolio by offering a level of diversification within the domestic equities allocation at a low cost. 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

1179 Hits

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

755 Hits
Featured

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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1058 Hits

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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921 Hits

Behavioral Finance 101: Introduction

Behavioral Finance 101: Introduction

This is the first article in our series on “Behavioral Finance.” Modern economic and investment theory is based on the assumption that people are rational and markets are efficient. These rational people see the uncertainty in the world and in their portfolios and make careful unbiased decisions by impartially judging the payoffs and risks of their choices and acting accordingly.

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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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1038 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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938 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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794 Hits

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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1311 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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795 Hits

About Us

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Thinking Aloud Blog

For the 10-year period 2008 through 2017, a very wide dispersion in r...

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