Portfolio goals

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial advisor.

There are many reasons to engage the services of a financial advisor.

Some investors don’t understand the complexities and the array of choices, and they would prefer to have an expert deal with it for them. That’s understandable.

Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt in the exchange. If it’s illiquid, you cannot sell it, at least not for anything near what it’s worth.

Degrees of Liquidity

“I have found that the importance of having an investment philosophy — one that is robust and that you can stick with — cannot be overstated.”

— David Booth

Are you ready to become a better investor? Would you like to enhance your understanding of the most important principles that drive the creation of wealth, without it hurting a bit? In this approachable report, we’ll introduce you to three essentials on how to invest with greater confidence, with evidence instead of emotion guiding your way.

Another quarter has come and gone; a tick of the second hand in your lifelong financial journey.

Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow colonists, “A recession is coming! A recession is coming!”

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time - but what is it? What are assets, and what happens when you allocate them?

Asset Allocation: A Classy Subject

If there’s one thing Dimensional Fund Advisors is unlikely to ever be accused of, it’s having a flair for the dramatic. Then again, that’s why we find their objective insights so appealing, such as this lead-in to their recently released 2018 Market Review:

What if Charles Dickens had begun his classic “Tale of Two Cities” as follows: It wasn’t the best of times, it wasn’t the worst of times, it was the usual mixed bag.