WSJ: Five Bedrock Principles for Investors In a recent article in the Wall Street Journal Five Bedrock Principles for Investors, Morgan Housel reviewed five principles investors can use to maximize the long-term returns from their portfolios. Given the volatility of the markets over the past…
Estate Planning for Digital Assets It is no secret that we are rapidly becoming an ever more paperless society. This doesn’t mean that we are maintaining less “stuff”, however. In fact, I’d be inclined to believe the opposite. With mobile technology a societal norm, we…
A Wall of Worry We wrote about the renewal of the Greek debt crisis a month ago, noting that it was “like deja vu all over again,” mirroring the Greek debt crisis we were writing about back in October of 2011 (Beware of Greeks Bearing…
Healthy Technology Habits Identity protection has never been a hotter topic, and it seems as if securing your identity is growing more challenging by the day. Hackers, phishers, and identity thieves continue to find new ways to cause security breaches and infiltrate peoples’ databases, email,…
Huffington Post: 15 Ways to Retire Early Dave recently gave his thoughts to Lou Carlozo, contributor for the Huffington Post, to help compile a list of 15 major financial and lifestyle moves you can make to help you retire early. When asked about actionable tips…
Remembering a Pioneer The Journal of Financial Planning has a long-standing tradition of working with some of the best minds in the profession through the role of Practitioner Editor. In April, we announced that Dave would become the next Practitioner Editor of the award-winning, peer-reviewed…
The ABCs of an HSA With more than one in six dollars of the nation’s income being spent on health care, it is critical that individuals take advantage of the options available to them to pay for these expenses. Consumer-Directed Healthcare (CDH) accounts are the…
Budgeting – Blending, Not Balancing Nothing makes someone’s eyes glaze over faster than talking about “budgeting”. What about the “b-word” makes us squirm? We all understand the math involved, and surely the difficulty isn’t an inability to identify the components of spending. We often feel…
What If You Can’t Work As Long As You Planned? Last week, Dave was quoted in a USA Today article by Robert Powell that reports that one in two Americans who planned on working past age 65 found themselves retiring unexpectedly for various reasons. In…
Dimensional Stories: Empirical Work DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. As Dimensional embarks on it’s 25th year of working with financial advisors…