by Robert | Dec 21, 2018 | Blog
Seasons Greeting Lessons from Scrooge…. past, present, and future. As of Friday’s market close, the S&P 500 1-year return is 0.0% – 2018 Year-to-Date down 0.9%. So a lot of ups and downs (Downs we notice and feel more) to get to 0.0% return for the index....
by Robert | Feb 17, 2017 | Blog
With tax season officially upon us, we wanted to take a moment to: remind everyone to send in their tax documents and information as soon as possible to share a recent white paper (attached) that was co-authored by Robert Walsh. View PDF The paper utilizes real-life...
by Robert | Dec 29, 2016 | Blog
Dimensional Fund Advisors are featured in the following article The Active-Passive Powerhouse published in The Wall Street Journal....
by Robert | Feb 18, 2016 | Blog
Profound misrepresentation is just one of the many ways the financial services field misleads customers with language. Language matters. Most financial services practitioners call themselves financial planners or financial advisers. But in reality, many, if not most,...
by Robert | Jan 19, 2016 | Blog
Happy New Year ! I am writing you to summarize the following: An overview of 2015 Stock Market Performance (All Data from Morningstar) January nose dive (or normal market volatility) Why I’m always rationally optimistic (Stolen from the title of Matt Ridley’s Book–...
