Tag Archives | global

Three Key Insights to Help You Improve Your Investment Results

I have been advising clients about investments for more than 30 years and much has changed in finance since my early days at Kidder Peabody & Co. in Philadelphia. The advances in financial theory and practice have been monumental. One reason for the advances is that cheap computing has made the study of financial data […]

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Do Investors Get Their Money’s Worth from Hedge Funds?

Don’t forget to factor in costs when evaluating your investments, especially hedge funds. Key Takeaways A recent study indicates that the average hedge fund return was less than the return of the unmanaged S&P 500 index over a 15-year period. The median fees structure is a 1.5 percent management fee PLUS 20 percent of returns […]

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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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Benefits of a Diversified Portfolio

Diversification is your friend… My colleague Chuck Korger recently recorded this presentation on the benefits of a diversified portfolio. It offers a detailed look at an example of how investors can benefit through diversification across the global capital markets. I trust you will find it helpful as you think about your portfolios construction. While the […]

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2012: The Year it Didn’t Happen

Over the years, Weston Wellington of Dimensional Fund Advisors (DFA) has written many informative articles on the topic of the financial markets and the media. Today he provides us with yet another example of why financial media headlines may not be the best source of investment advice. Click here to read the entire article.

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The Recession That Wasn’t…And What It Means For The Recession That May Be

The following is a guest post from Dr Glenn Freed and Dr Andrew Berkman. Fears for the Next Recession As we slog our way into the second half of the year, economic data has been weak, with jobs, production and GDP growth lagging expectations. Economic conditions globally have been even more worrying, particularly in Europe. […]

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