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Mutual Fund Landscape
Dimensional’s 2019 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed their primary benchmarks after costs—and among top-ranked funds based on past results.
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Featured Articles

The Answer to, “How Are They Gonna Pay for That?”

May I introduce you to “Sensible Taxation and Equity Promotion”…aka For the 99.5% Act. You may want to know who is promoting this for our benefit – Senators Chris Van Hollen (D-MD), Cory Booker (D-NJ), Bernie Sanders (VT), Sheldon Whitehouse (D-RI), and Elizabeth Warren (D-MA) – co-introduced this March 29th. Two key components of the STEP Act are the taxation of unrealized gains upon the transfer by gift, in trust, or at death of certain property and the taxation of assets held in trust every 21 years. If enacted, the STEP Act also would require additional disclosure to the IRS

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Investing Intelligence?

Of course, intelligence doesn’t always translate into wise behavior. Studies of behavioral finance have found the human brain is more interested in survival than saving. “It turns out that, when it comes to money matters, we are wired to do it all wrong. Our brains have evolved over thousands of years to focus on short-term survival in a dangerous world with limited resources. They were not designed for today’s optimal financial behaviors,” wrote financial psychologist Dr. Brad Klontz, a CNBC contributor. No one knows how the COVID-19 pandemic will be remembered over time, but it appears to have influenced the

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Looking back – did May start off with a whimper…?

Like a gender reveal gone wrong, last month’s employment report delivered an unexpected surprise. Economists estimated 975,000 new jobs would be created in April. The United States Bureau of Labor Statistics (BLS) reported there were just 266,000. That’s a big miss. Economists, analysts, and the media offered a wealth of theories to explain the shortfall. These included:   Pandemic fear. A March U.S. Census survey found 4.2 million people aren’t working because they fear getting or spreading the coronavirus. That’s more than half of the 8.2 million non-farm jobs that need to be recovered to reach pre-pandemic employment levels. Too-generous unemployment benefits**. Another theory

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An Action Plan for Long Term Care

An Action Plan for Long Term Care  – this is an excellent resources for us all. Christine Benz of Morningstar.com is obsessed with Long Term Care and this article has many links and you may find them helpful as well. I follow Christine because she really delivers the facts and thinking that are indicated to make informed choices. Note that insurance is not usually the answer but it can be part of an answer. There are many solutions and they are usually different for each family. When we do planning 3 factors – LTC, Inflation and Longevity are the impactful factors

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