Blog

This section includes short articles written by our advisors on current topics, as well as answers to questions asked at some of our client meetings. Blog topics range from delving into the nuts and bolts of an investment strategy or what to look for in an advisor, to understanding why estate planning is so important, and whether you will have enough savings for retirement.

Rob’s Read: The Real Reason Value Has Been Lagging Growth

InstitutionalInvestor.com:

“Portfolio managers that invest in undervalued stocks have lagged funds that hold growth stocks over the past decade — leading market commentators to speculate that value investing is dead.

Not so fast, argues asset manager Dimensional Fund Advisors.

Yes, investors holding U.S. value stocks — those trading at a low price-to-book value — have produced an annualized compound return of 12.9 percent. That compares with a 16.3 percent annualized return for growth stocks, or those with a relatively high price. But Dimensional has published new research showing that it’s not the performance of value stocks that has been out of whack — rather, the performance of growth stocks has been abnormally high relative to historical levels.”

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Lifestyle Do you feel that you’re just not being as productive as you’d like?

At the end of the day we always wish we had more time, unfortunately time is a depreciating asset that we can never recover. Throughout the day we may do things that waste time and provide nothing for us or simply make short-sighted decisions like saving 20 minutes by avoiding breakfast. The problem is that these decisions could be impacting our lives more than we realize. This article provides a great list of simple decisions we can start implementing today to lead to better decisions tomorrow. Making our days more productive so at the end of the day we are not faced with a mountain sized to-do list we haven’t even dented. Even if you begin implementing just a few ideas from this list into your routine you’ll likely notice a sizeable change in yourself and your productivity.

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Millennial Moment: A Recession is Inevitable, But Should You Care?

A recession is inevitable, the question was never if it would occur but when. Often the word recession strikes fear in most investors, but of course, because nobody likes to see their portfolio fall. Often times we don’t know we are in a recession until it is almost over. This is why we never try to time the market, investors cannot experience highs without experiencing some lows. The best bull markets occur after tough times.

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Introducing Box

Introducing Box

We are excited to introduce the latest technology on secure file sharing to help simplify your financial life. With that in mind, we would like to share your personal box folder with you. This allows you greater control and freedom when it comes to your important files.

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