In this article, The DFA Model, Morningstar’s John Rekenthaler discusses Dimensional’s (DFA’s) philosophy and how they have been able to truly differentiate themselves from other fund providers. As the well-known disclaimer so wisely and accurately states, “Past performance is not indicative of future results.” But the intensely studied and academic implementation techniques and strategies that DFA employs are why we continue to partner with them and utilize their funds in client portfolios. ... [Continue Reading]
Articles and resources to give you access to our top picks in investment education, timely industry perspectives, interesting data and financial planning insights.
As new lawsuits on behalf of shareholders of JPMorgan bring Bernie Madoff’s name into the headlines again, it is a good time to revisit the innate advantages of working with a Registered Investment Advisor (RIA). This brief five-point article summarizes the benefits to a client when working with an RIA: The Right Investment Advisor does what’s Right for You. ... [Continue Reading]
As the global stock market dropped between mid-January and early February before quickly recovering most of that value, we were reviewing client accounts for potential tax loss harvesting opportunities. In Glass Half Full Vanguard explains some of the factors that go into the decision-making process and how tax loss harvesting can benefit a long-term financial plan. ... [Continue Reading]
The American Taxpayer Relief Act of 2012 was passed on January 1, 2013, and signed into law the next day. At 157 pages long, the Act itself contains a significant number of details. Our current quarterly newsletter features a short update from CCM Director of Tax Services, Kevin Koski, CPA, that summarizes the key points of the deal. In addition, for clients who are interested in a more in-depth briefing on the full Act, which includes specifics on the impact of each provision, we recommend ... [Continue Reading]
In Can You Sum Up Your Investing Philosophy in 10 Words? Jason Zweig of The Wall Street Journal features sage wisdom from leading investors and financial thinkers. ... [Continue Reading]