Traditional Versus Roth Contributions: What to Consider – PART 1

Tag: economics

March 10, 2015  |  

Traditional Versus Roth Contributions: What to Consider – PART 1

Key Takeaways The decision to make Traditional or Roth contributions to retirement plans adds an extra layer of complexity to investing. Traditional contributions allow participants to defer tax until funds are withdrawn, while Roth contributions allow participants to pay tax up front, so there’s no tax obligation upon withdrawal. When deciding what type of contribution […]

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February 24, 2015  |  

For Better Investment Results, Rely on the Evidence

Understanding the source of investment returns is an important part of being a successful long-term investor. Unfortunately, far too many investors are under the impression that successful investing requires predicting markets. More than 60 years of academic research says otherwise. Still, investors are often distracted from the focus on their long term goals by the […]

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December 10, 2014  |  

A Tale of Two Time Periods

Investors can still feel unfulfilled in these heady days for the Dow Jones Industrial Average Key Takeaways Discipline is the key to harvesting returns from risk assets. Follow your plan, not the crowd. Research shows that patient investors will be rewarded for taking smart risks on small cap and value stocks. Risk and reward are […]


October 23, 2014  |  

The Market Correction Survival Guide

  Don’t succumb to “Recency Bias” or other common investor mistakes made during volatile markets. Key Takeaways   Research shows that the more recent a jarring stock market, the more likely it is to distract investors from information that’s objective about their long-term investment goals. Put today’s environment into historical context. Look for tax management […]


October 8, 2014  |  

Periodic Table of Investment Returns

A good perspective is an important part of a successful investment plan. Through the years, we have used the Periodic Table of Investment Returns to help our clients understand the relative performance of the important asset classes. The illustrations of returns that the table provides has proved to be very helpful to our clients. For […]


September 24, 2014  |  


Keeping things basic is the key to successful investing, fly fishing and so many other human endeavors. Key Takeaways A simplified, low-cost, evidence-based portfolio is the best solution for most investors. The vast majority of investors don’t need hedge funds, structured notes, options, futures or day trading to be successful. If you have complex instruments […]


November 7, 2013  |  

Lunch in Germany and the Nobel Prize

What a wonderful surprise! It came on October 13, while I was eating lunch in Frankfurt, Germany, with Christoph Kanzler, head of Germany for Dimensional Fund Advisors. The timing was perfect. We learned that one of our heroes, Eugene Fama of the University of Chicago, had just won the Nobel Prize in economics for his […]

October 24, 2013  |  

Eugene F. Fama Awarded Nobel Prize in Economics

We are pleased to report that Professor Eugene Fama of The University of Chicago Booth School of Business has been awarded the Nobel Prize in Economics.  Professor Fama is widely recognized as the “Father of Modern Finance” because of his groundbreaking work on asset pricing and markets.  His contributions have guided our investment philosophy from […]

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