Dimensional Origins 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. And not just any ideas, but the best thinking coming out of academic research…
The Final Life Chapter: The Natovitz Group The Natovitz Group, a leading insurance advisory firm in the DC area, recently hosted a one-day workshop for financial planners titled “The Final Life Chapter: The Vital Role Advisors Play as Clients & Their Families Plan for Extended…
Insights from Far West Roundup In the last Digest, we shared pictures from the Far West Roundup conference the Yeske Buie Financial Planning team attended in Santa Cruz, CA. In this issue, we offer some take-aways from the conference. With fewer than 100 attendees, Far…
Dave on CNBC’s Power Lunch On Tuesday, August 19, Dave was featured on CNBC’s Power Lunch to discuss what small business owners need to do to prepare for retirement. The discussion stemmed from a survey conducted by Financial Planning Association (FPA) and CNBC. Policy-Based Financial Planning Policy-based…
Eugene Fama: Building a Life Few economists have had a greater influence on how we think about the markets and how we structure client portfolios than Gene Fama. We’ve recently come across a brief, seven minute video in which Gene Fama discusses his life, how he…
The Live Big® Chronicles – Live Big, Live Free What does Live Big mean? Some may interpret it as meaning “spend big”, “live large” or a recommendation to some other form of overindulgence. But Live Big is about the size of your life, not the size…
Millennials, Don’t Let Mayhem Get the Best of You X If you’re a member of the millennial generation, or you know a millennial, we want to talk to you about why young people need liability insurance. There are three simple principles that we believe should be applied:- If…
How to Pick Hot Stocks: Secrets of a Stock Picker The dream of “beating the market” has persisted for as long as there have been markets to beat. Many systems have been proposed for accomplishing this feat, ranging from technical analysis to momentum investing to…
Video: Take a Seat – Make a Friend? Put two strangers in a ball pit and have them talk to each other. What can happen? Soul Pancake sought the answer to this question by setting up a makeshift ball pit on the street. See what…
Meet The “NorCal” Team Jen H., Jennifer M., Elissa, and Dave (order in photo) attended the 2014 FPA NorCal Conference held at The Palace Hotel in San Francisco, CA on May 27-28. You can expect to see posts in the coming weeks summarizing…