Tag Archives | economy

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

In our last post, we described how small-company and value stocks have served as a source for premium returns in the past. Today, we’ll explain how capturing these returns has rarely been as easy or obvious as 20/20 hindsight might lead us to believe. Figure 2 Consider Figure 2, from 1928–2014. It illustrates three critical […]

Read full story Comments are closed

My Mother is a Fantastic Teacher

She is retired now but for years she taught critical thinking in the classroom and at the dinner table to my brother, sister and me. Most importantly, she taught us to ask questions. I am thankful that she did. Good questions, it turns out, are a core component of good research. Good research is at […]

Read full story Comments are closed

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 […]

Read full story Comments are closed

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 […]

Read full story Comments are closed
Buy or Lease

Buy vs Lease? Things to Consider When Shopping For a Car

After declining dramatically a few years ago, auto sales are up, leasing offers are back, and incentives and deals abound.  So if you’re in the market for a new vehicle, should you buy it or lease it?  To decide, you’ll need to consider how each option fits into your lifestyle and your budget.  The chart […]

Read full story Comments are closed
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. […]

Read full story Comments are closed

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 […]

Read full story Comments are closed