TheLiveBigWay* Digest – A Different Dimension

TheLiveBigWay* Digest – A Different Dimension

equations on chalkboard 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, Beverly Goodman says that “Dimensional Fund Advisors is unusual” and John Rekenthaler declares that DFA “really is different.”  Unusual and different in what way, one might rightly ask.  And why should anyone care?

2013 Large Account Model Performance 2 2013 Portfolio Review

Everyone by now is aware of the great year that the S&P 500 had in 2013, returning more than 32%, its best performance since 1997.  We thought this might be a good time to review the overall performance of our clients’ portfolios for the year, not least because they’re much more diverse than the S&P 500, encompassing, as they do, not just the 500 domestic Blue Chip stocks of the S&P index, but value stocks and small company stocks the world over.

 Short Take: U.S. Economic and Financial Market Outlook

Our San Francisco financial planning team 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 we’d share a few highlights from Gary’s generally upbeat assessment.

2013-12-19 Laughing Group Shot with LG Yeske Buie Open House in Virginia 

Join us at the Yeske Buie Open House on Thursday, Mar. 20th from 4:30-6:30 p.m. Drop by the Vienna office and mingle with the entire staff. Elissa and Dave will feature several of their favorite wines and we will have our stemless wine glasses as a souvenir.

Send us your RSVP!

Elissa and Dave Availability

Elissa and Dave will be sailing in the British Virgin Islands from Thursday, Jan. 30th to Tuesday, Feb. 11th and will mostly be unavailable by email. The rest of the Yeske Buie Team will be on duty as usual, but if you need something specifically from Elissa or Dave, please let us know before the 30th.

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