Tag Archives | economics


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 […]

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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 […]

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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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reverse mortgage

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. […]

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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 […]

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2nd Q

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. […]

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small business retirement plans

Retirement Plans for Small Businesses

If you’re self-employed or own a small business, a retirement plan can help you and your employees save for the future and at the same time have significant tax advantages such as: – Your contributions are deductible when made – Your contributions aren’t taxed to an employee until distributed from the plan – Money in the […]

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