The role of DFA Funds in client portfolios
I occasionally receive questions about the role of DFA Funds (Dimensional Fund Advisors) in client portfolios. For over 30 years in the…
When choosing a financial advisor: The single most important question to ask
If I take off my financial advisor hat for a moment, I have to admit I wouldn’t want to be…
20 years as a personal financial advisor: still balanced after all these years
This month marks my 20th anniversary as a personal financial advisor, so I’m in a reflective mood. As I look…
Are bonds really a bad investment?
In a recent CNBC interview, Warren Buffett said, “in terms of bonds, some day they will sell (at a) yield…
What’s the best way to lower volatility?
There are many kinds of investors, but I’ve never met any who enjoy volatility. Unfortunately, since the early summer the…
Is it you … or the kids?
A few weeks ago, I had the opportunity to attend the launch party of a book called Pensionize Your Nest…
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