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Stock Trading IS a Loser’s Game! I can’t think of one single article Weston has ever written that isn’t a hard hitting, right to the point masterpiece! If you’ve followed me for any length of time at all you’re well aware he’s by far my favorite financial writer/presenter! It’s [...]
Feb 21 2013Another great article by Weston Wellington at DFA. He’s a great author and educator. It took nearly 4½ years, but the cumulative wealth of an S&P 500 strategy with dividends reinvested finally reached an all-time record (measured on a month-end basis) in March 2012, and finished the year 3.3% above the previous high-water mark set [...]
Jan 14 2013These articles by Nick Murray are my favorite by far. They’re copyrighted and protected ONLY for clients of his subscribers. Fortunately this month he is doing a ONE TIME deal and allowing me to publish this on my website. Enjoy! 2012: The Year Pessimism Got Skunked… Again The election. The fiscal cliff. The national debt. The [...]
Jan 07 2013Are My Investment Fees Tax Deductible? It always helps to reduce your tax burden as much as possible. Fortunately the IRS does allow investors to deduct some of the investment management fees they pay. The tax treatment of investment fees isn’t as good as it could be – or should be – however it is [...]
Nov 20 2012Real Interest Rates and Nominal Interest Rates Among other things (like risk and volatility, tax efficiency etc.), a key component to investment success is the returns or interest rates we receive on specific investments. Stocks generate growth from capital appreciation and income from dividends. Bonds generate interest income (and also experience principal fluctuations). Each investment [...]
Nov 14 2012DFA US Large Cap mutual fund made the list of Wall Street Journal’s top 10 S&P 500 funds.
Aug 15 2012Socially responsible investing is a way to invest in NON controversial companies, for example no tobacco, alcohol or firearms.
Jul 26 2012Guest writer Don Martin of Mayflower Capital is our featured writer and is covering the bull/bear case.
Jul 18 2012I’m often asked if you should be investing in bonds with the historically low interest rates, the answer is YES!
Jul 11 2012A quick DFA investing quiz with some pretty positive news! It helps to focus on the positives as a long term investor.
Jul 11 2012Reverse Mortgages Reverse Mortgages help retired homeowners access a portion of their equity during …
May 28 2013Tax season can be a frustrating time for any investor. This frustration can evolve into a very irr…
Mar 21 2013Stock Trading IS a Loser’s Game! I can’t think of one single article Weston has ever wri…
Feb 21 2013
