More and more families are double-checking their wealth plans to determine whether those plans are really up to the tasks assigned to them. But to get real value from stress tests, it’s important to work with the right people. Click here to read the report.
I recently was asked to comment on a note that asked me how to plan for a 2020 stock market retreat. My answer was – who told you that was happening?
A primary theme is to sit quietly. There are many factors that go into a portfolio allocation. Mostly it is risk. To reduce risk one wants to buy at the cheapest point – “on sale”, and never sell things to others “on sale” When the assets in a portfolio are […]
Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. Our objective is to assess the performance of mutual fund managers relative to benchmarks.* This year’s study updates results through 2018. The evidence shows that a majority of fund managers in the sample failed to deliver benchmark-beating […]
This article says, in a slightly prettier way, the message I recently prepared for a Client who is a senior Exec and a serious analytical personality type – diversification by investing globally offers a significant opportunity. Click Here to View Article
Important report on how owners of family businesses can balance family values with the financial realities of entrepreneurship This report is all about how to minimize conflict in a family business by using a process to make thoughtful decisions—ones that strike the right balance between the needs of family members […]
What role does your business need to play in helping you achieve financial freedom? 1. How do you see your involvement in your business changing or evolving in the future? 2. What’s your next great adventure after you leave your business? 3. Which obstacles do you think could derail your […]
Here are some compliance requirements to consider at the main stages of qualified retirement plan implementation and due diligence checklist to check if your plan complies. Check out this helpful resource from John Hancock below.
The LEAP Foundation asked me to give a talk to 400 young people on Money Management at UCLA today. It’s a one hour talk and that is a really big topic. Should I talk about the importance of having an investment philosophy? Should it be investing 101? Why invest? Where […]
THE VALUE OF TRUST Strong performance alone is no longer enough for investment management professionals to earn investors’ trust. Behavior – and the ability to demonstrate aligned interest – is also of foremost importance. GLOBAL PERSPECTIVE Investors worldwide say that trusting an investment manager to act in their best interest […]