“There is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case?” Dimensional’s linked article begins with this very question. To read more, please click on the following link:
Should stock investors worry about changes in interest rates? Click on the following link to read the article:
Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the brace position. Owning an undiversified portfolio can trigger similar reactions.
To read more of Jim Parker’s article click on the following link:
Dimensional has forged a strong and distinctive culture that has served investors well. The firm’s low-cost structure and disciplined approach to investing, launching new strategies, and qualifying the financial advisors who use its funds help set it apart. It reflects a consistent, industry-leading focus on fundholders, and thus, we [Morningstar] are raising its Corporate Culture grade to an A from a B. Click on the following link to read why:
Recently the IRS announced the cost of living adjustments for limits related to the retirement plans. There are several changes for 2017 retirement and pension plan limitations. To see the changes click on the following link:
We are excited to announce that our recordkeeping partner, RiversEdge Advanced Retirement Solutions, recently upgraded their website for Plan Sponsors. Please follow the link below to see a summary of the changes. Please note, the participant experience remains the same, other than a few enhancements, including a “forgot my user id/password” feature.
Savoring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of
consumption is the carefully calibrated journey from grape to glass. Similar levels of care
are critical to good investment outcomes. To read more click on the following link: