The adoption, delaying, and reconsidering of the Department of Labor’s Fiduciary Rule has been a recent hot topic in the financial services industry. Much discussion and controversy has been swirling about whether the Rule would be adopted in its original form, modified in some way, or completely scrapped.As most of you know, CCM is firmly grounded in the fiduciary standard of care. If you missed Greg Carlson’s recent article on this topic, I encourage you to read, “What the Fiduciary Rule ... [Continue Reading]
Dimensional Fund Advisors
Articles and resources related to Dimensional Fund Advisors.
Throughout the years we’ve come to appreciate the different perspectives held by firms and service providers within the financial services industry that vary from ours at CCM. We believe that varying viewpoints lead to meaningful conversations that ultimately produce better advice, products and service for our clients. This point is timely this week, as a recent Wall Street Journal story, “DFA Funds Are Booming, but That Adviser Fee Matters,” rightly highlighted the benchmark beating performance ... [Continue Reading]
As an independent RIA, Carlson Capital Management is free to select the partners that we believe will best serve our clients. One of those partners is Dimensional Fund Advisors, a mutual fund company that provides us with access to exclusive global equity and fixed income funds on behalf of our clients. The relationship between CCM and Dimensional has remained strong for more than eighteen years, and we attribute this to a number of factors. Among those factors are the success of Dimensional’s ... [Continue Reading]
Following today's news of the UK's 'yes' vote to leave the EU, we recommend the following article from our partner, Dimensional Fund Advisors, for some additional context on the situation. Also please see today's post, An Update to CCM Clients: Market Conditions due to Brexit, by CCM Director of Investments & Research, Adam Hoffmann.*** UK’s EU Referendum ResultOn June 23, citizens of the United Kingdom voted to leave the European Union. While there has been much speculation leading ... [Continue Reading]
This week's Recommended Reading is from Yahoo! Finance and discusses how the simple reorganization of the Russell Indexes may cause the price of Apple’s stock to decline over the next week.Shares of world’s largest company by market cap, already down more than 8% this year, may fall further as index fund managers are forced to sell roughly $1.3 billion of the stock at Friday’s market close in order to reflect upcoming changes in one of the most widely tracked stock benchmarks. The driver of ... [Continue Reading]