On Tuesday, August 19, Dave Yeske 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 recent survey conducted by the Financial Planning Association (FPA) and CNBC. Lori Ioannou, senior editor, summarized…
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…
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 written about Fama and his work before, first to congratulate him on receiving the Nobel Prize in Economics in November of…
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…
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…
Jen H., Jennifer M., Elissa, and Dave (order in photo below) 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 some of what we learned…
All Aboard for the Long Haul The 2014 edition of Dalbar’s long-running study of mutual fund investors 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…
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…