Expected Sources of Premium Stock Returns Part III: Capturing Return Premiums Requires Resolve

Tag: economy

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 […]

August 23, 2013  |  

New Rules for Reverse Mortgages

Taking out a reverse mortgage typically was a last resort to provide cash flow for financially strapped individuals but recently Congress passed a new bill into law that opens the door for many other older Americans to take out a reverse mortgage. The question is however, whether this is a smart financial move or not. […]

August 8, 2013  |  

Senior Discounts Not Just For Seniors

You don’t have to be a senior citizen to get “senior” discounts. For many years, stores such as Kmart offered a discount on Tuesday for senior citizens. All you had to do was shop on a Tuesday and show proof you were 65 or older and you received a 5% discount. As the population of […]

July 30, 2013  |  

Quarterly Market Review

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stocks and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter. […]

June 18, 2013  |  

I Just Bought a Vacation Home. Do I Need to Purchase a Specific Type of Insurance?

Thoughts of summer vacation combined with the low mortgage interest rate environment may have created the perfect recipe to buy a vacation home.  Vacation properties are a big investment and it’s important to protect your purchase. Insuring a vacation home is different from insuring a primary residence. As a result, you’ll want to purchase insurance […]

June 6, 2013  |  

Should You Delay Your Social Security Retirement Benefit?

Social Security benefits are a major source of retirement income for many people. When you begin taking Social Security greatly affects the size of your benefit. Your Social Security retirement benefit is based on the number of years you’ve been working and the amount you’ve earned. When you become entitled to retirement benefits at age […]

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