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[...] Retirement System (CalPERS), announced plans to divest its entire $4 billion position in hedge funds, we feel that it’s worth mentioning our response to the news: It’s about time. In every-day [...]

[...] ’s column took a look at hedge fund survivorship. The author reported that nearly 10% of hedge funds existing at the beginning of 2013 had closed by year-end, and nearly half of the hedge [...]

[...] assets looking “fully valued,” it was time to seek out alternative investments such as hedge funds. But those thinking of making that shift might want to look before they leap.” To read [...]

[...] . ___________________________________________________________________________________________ Sage Serendipity: Farewell, Joan Rivers. We hope you’re still making audiences LOL in heaven. [...]

[...] Sage Advice” series, connect with us, and we will be happy to share that with you. Sage Serendipity: From our family to yours, we wish you a warm and loving Thanksgiving.  And when the [...]

[...]   (nytimes.com) “Does risk really matter if you’ve dealt with your exposure?” Sage Serendipity:  Massachusetts police had a humorous warning for drivers before the recent [...]

[...] out Brooks’ excellent article for additional inspiration, and let me know what you think. Sage Serendipity: Have you made any resolutions for 2015? Here’s the case for sticking to a one word [...]

This report features a market summary and a timeline of events for second quarter. “These headlines are not offered to explain market returns. Inste [...]

[...] CAPE Fear: Valuation Ratios and Market Timing By Weston Wellington Vice President Dimensional Fund Advisors “As broad market indices such as the S&P 500 have set new record highs in [...]

September 2014 The Curve Ball By Jim Parker Vice President DFA Australia Limited “There’s a school of thought that says the best way to manage a f [...]

This report features a market summary and a timeline of events for third quarter. “These headlines are not offered to explain market returns. Instea [...]

[...] to have found a link between Google searches and future stock market movements.” To read more: OPEN PDF: The Google Effect [...]

[...] events. Acting on those emotions, though, can end up doing us more harm than good.” To read more open PDF: Dimensional_OTF_Volatility_SageBroadview [...]

[...] return for the 1926–2014 period was 12.05%, and the annualized (compound) return was 10.02%. ” OPEN PDF: Down To The Wire [...]

[...] and let us know if we can help you assess how to apply the information to your own investing. Open PDF: Dimensional’s Q4 Quarterly Review [...]

[...] there are two, broadly different kinds of risks: avoidable, concentrated risks and unavoidable market risks. Avoidable Concentrated Risks Concentrated risks are the ones that wreak targeted havoc on [...]

[...] tolerance and routinely practicing how it applies to your investment plans. That way, when market risks arise for real, you’ll be less likely to abandon those best-laid plans. A key tool to help you [...]

[...] statement that outlines your goals and investment strategy is a must for all investors. When market risks arise for real, an investment policy statement helps you stay committed to your plan. See what [...]

[...] serious skin in the game when we propose that there is great value to be had by turning to a financial advisor to help you manage the wealth of your life. Still, just because a statement is obvious, [...]

[...] Advisor World,” we introduced a subject of obvious interest to us: the value we believe a financial advisor can bring to helping you manage the wealth of your life. We also promised to provide [...]

[...] holdings? We would add one more important question: Do you have a relationship with a financial advisor, to help you run your proper drills and be upfront with you if you aren’t being fully [...]

[...] if, supplemental group life insurance may shift from being a benefit to becoming a burden. A financial advisor can help you weigh the options and arrive at the right answer for you. [...]

[...] impact of the tax-rate changes that took effect in 2013. MyStockOptions.com asked five financial advisors for their ideas on financial and tax planning for the end of 2014 and the start of 2015, [...]

[...] Let’s begin by dispensing with the obvious. As financial advisors, we’ve got some serious skin in the game when we propose that there is great value to be [...]

[...] decade, and has shared an overview of its findings in a report, “The added value of financial advisors.” Vanguard’s analysis looked at a trio of areas in which an advisor’s value can [...]

[...] Need an IPS: Keeping Your Dreams Aloft A 2013 Russell Investments survey found that most financial advisors were not using an IPS for all of their clients. One in five weren’t using them at all. We [...]