The 2014 edition of Dalbar’s long-running study of mutual fund investors (which we’ve written about before) has been released and the results are consistent with every prior edition. Yet again, the numbers suggest that the average stock mutual fund investor tends to buy high and…
Flash Boys and Flashy Headlines By now, most of you are familiar with Michael Lewis’s new book, “Flash Boys” and the whole high-frequency trading (HFT) phenomenon he’s focused on. Lewis has been making the rounds starting with 60 Minutes a week ago Sunday, followed by…
By now, most of you are familiar with Michael Lewis’s new book, “Flash Boys” and the whole high-frequency trading (HFT) phenomenon he’s focused on. Lewis has been making the rounds starting with a segment on 60 Minutes a week ago Sunday, followed by the Today…
Yeske Buie Retreat The Yeske Buie Team gathered at Virginia’s Marriott Ranch from March 17th to March 20th for our semi-annual retreat. Don’t be fooled by the word ‘retreat’ though as we spent the majority of our time at the ranch developing our internal communication…
Dave was recently quoted in the Chicago Tribune, where writer Janet Kidd Stewart tells readers how ‘Getting personal with your financial expert can pay off.’ Stewart suggests that clients get more for their money if their financial adviser has conversations with them and plans for…
Philip Seymour Hoffman’s untimely death on February 2 ended a great film career and we mourn for both the man and the future film-going pleasure we will all now be denied. As is so often the case when a public figure passes away, Hoffman’s will…
Video: The Wisdom of Crowds We conducted an experiment testing the “wisdom of crowds”, the proposition that, in many situations, the collective wisdom of a group will surpass that of even its smartest individual members. Dave Quoted in CNBC – Stocks Still Tops, Advisor Survey…
When it comes to assessing where to put money to work in 2014, Andrew Osterland of CNBC reports that advisors are largely in agreement: tilt towards stocks. Of the 1,449 CERTIFIED FINANCIAL PLANNERTM professionals surveyed by CNBC/Financial Planning Association, 87% were bullish on stocks, particularly when…
A Different Dimension Nobelist Gene Fama and Dimensional Fund Advisors have drawn favorable attention lately with both a cover feature in Barron’s and an appreciation in Morningstar. That certainly seems like a lot of attention to be lavished on a mutual fund company. In her article,…
Our San Francisco financial planning team (Elissa, Dave, Jennifer, and Jen) attended a Financial Planning Association of San Francisco meeting on Tuesday that featured Gary Schlossburg, Senior Economist for Wells Capital Management, presenting on the outlook for the U.S. economy and financial markets into 2015. We thought…