Eight in 10 DC plan participants talk to an advisor

Berkshire Hathaway CEO Warren Buffett praises indexing, and American dynamism in his 2016 letter to shareholders. 

For long-term investors, knowing higher math isn’t necessarily an advantage.

By John Rekenthaler, Morningstar | 01-31-17 | 06:00 AM

By Christine Benz | 01-19-2017 

Christine Benz shares the keys to determining if your retirement plan is on track.

By Christine Benz | 01-19-2017

Take a step back and look at your household balance sheet to make sure your savings dollars are generating the highest return, says Morningstar's Christine Benz.

The FTSE 100 Index, which is composed of the 100 largest companies listed on the London Stock Exchange is at a higher level now than during BREXIT. Click Here to check out the performance of the Vanguard FTSE Developed Markets ETF (VEA)

A quick note in the wake of the Election

DFA Emerging Markets Core Equity Fund (DFCEX)

By: Jordan Gentile for Thompson Wealth Management

Savvy planners focus most of their time and attention on managing things they can know and control, and work hard to filter much of the noise associated with investing. At TWM we've developed the acronym “ADEPPTS” to help you focus on managing:

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

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

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

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

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

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.

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

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.

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.