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

Tag: financial outlook

November 20, 2015  |  

How We Select Investments

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing how we select the funds we typically […]

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November 16, 2015  |  

Planning Concerns of Divorcing Couples – Part 2

10 “Must Know” Areas of Potential Financial Contention Please see Part 1 here: Planning Concerns for Divorcing Couples – Part 1 Child Custody, Child Support, and Alimony When parents separate and divorce, one of the most emotionally charged issues involves the children and who will live with them. Determining the extent of child support, and […]

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September 22, 2015  |  

My Daughter’s Surprise 18th Birthday Present: Not what she expected, but it will keep on giving

Key Takeaways Once your child turns 18, the law prevents you from making certain important financial decisions on his or her behalf. Purchase basic estate documents for your child: will, durable POA, healthcare POA. Help your child select a credit card (with reasonable limits and rates) to establish a credit history. For further reading on […]

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March 11, 2015  |  

Traditional versus Roth contributions: What to consider – PART 2

See Part 1 of this blog post here.[PR1]  What’s best for me? When determining which contribution is a better fit for you, understand that there is no single right answer for everyone.  The contribution that’s best for you will be determined by your personal situation.  Ask yourself the following 5 questions before making your decision: […]

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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 Traditional contributions allow participants to defer tax until funds are withdrawn, while Roth contributions allow participants to pay tax up front, so there’s no tax obligation upon withdrawal.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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