Category Archives: Newsworthy Updates

Where’s the Value?

Tweet Click here to read an interesting analysis by Dimensional Fund Investors of the return difference between value stocks over growth stocks during the period from 1928-2017.  Dimensional shares our belief that the current period of value under-performance is likely to reverse and a consistent value investment approach in all market environments will help investors […]

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Market Volatility

Tweet Many investors get understandably spooked by the kind of market volatility we have seen in recent months.  The temptation to sell and run is real.  The Washington Post article, “How to lose a lot of money in the stock market” makes several important points for investors to consider before selling into a volatile market.

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“The Era of Fiscal Austerity is Over”

Tweet Click here to read a recent New York Times article entitled “The Era of Fiscal Austerity is Over. Here’s What Big Deficits Mean for the Economy.”   It explains the implications of rising government deficits brought on by recent tax cuts and proposed spending hikes. We agree that a near-term economic boost is likely.  However, […]

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Resolutions for 2018

Tweet Jazon Zweig is one of our favorite columnists who is published in the Wall Street Journal every Saturday/Sunday Edition. Here are his comments on 2018 New Year’s resolutions, surprisingly not about investments and most worthwhile reading.  Click on the link below. http://jasonzweig.com/less-phone-more-nature-34-resolutions-for-a-better-2018/

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Cybersecurity and Your Credit

Tweet Cybersecurity is a major concern, and recent data breaches heighten the importance of protecting one’s privacy and data security.  Following is a summary of the latest data breach at Equifax and our recommendations to reduce the risk that someone can obtain and use your personal identity and data. Equifax Incident On Thursday, September 7th, […]

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