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At its core, managing wealth is about finding the best solutions for your clients. As he mentions in today’s discussion with him, this sentiment has guided David Booth&r...

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Despite an ongoing pandemic, stock markets around the world continued to rally in 2020's fourth quarter. 

2020 Q4 Market Review: IFC

Monday, January 18, 2021Murray Coleman

Despite an ongoing pandemic, stock markets around the world continued to rally in 2020's fourth quarter. Read More


2020 Q4 Market Review

Monday, January 18, 2021Murray Coleman

Patient investors who kept their tilts to small-cap and value stocks were rewarded in the year's final quarter.Read More


Market Review 2020: Looking Back on an Unprecedented Year

Monday, January 11, 2021Dimensional Fund Advisors

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. The novel coronavirus was already in the news early in the year, andRead More


The Rational Reminder Podcast - David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple

Thursday, January 7, 2021Ben Felix

At its core, managing wealth is about finding the best solutions for your clients. As he mentions in today’s discussion with him, this sentiment has guided David Booth’s storied career.Watch Video


Getting Your Comprehensive Financial Plan Together – What Do I Need?

Monday, January 4, 2021Murray Coleman

The value of our advice is only as good as the data provided. Here's a tip sheet for a more efficient process. Read More


Luck or Skill: Evidence from S&P's Persistence Scorecard

Monday, December 28, 2020Murray Coleman

The latest report digs deeper than its sister SPIVA scorecard to focus on how consistently active managers perform. Read More


Is a Donor Advised Fund Right for You?

Monday, December 21, 2020Murray Coleman

A DAF can be a tax-efficient and less-complex tool to accomplish your philanthropic goals. Here's what to consider. Read More


The Seductive Nature of Fat Tail Distributions

Wednesday, December 16, 2020Dimensional Fund Advisors

Market prices have shown us that certain companies have benefited from the way society has changed during the COVID-19 crisis.Watch Video


Investing in the S&P 500

Tuesday, December 15, 2020Ben Felix

The S&P 500 is an index of 500 US stocks that covers roughly 80% of the available US market capitalization.Watch Video


Is The Market Efficient?

Tuesday, December 15, 2020Ben Felix

The implications of market efficiency for investors are sweeping.Watch Video


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