Broker is fined for pushing its own funds

Pity the poor Morgan Stanley client—his account contains mediocre mutual funds because his broker got concert tickets and dinner vouchers for selling them. The National Association of Securities Dealers ...

Predicting Warren Buffett: Lessons on hindsight

Billionaire investor and businessman Warren Buffett has built an enviable investment record through his management of Berkshire Hathaway Inc. From 1965, when he took over the publicly traded company, through ...

Client Letter – Q3 2003

Once again, we’ve had a great quarter!  I have included a Monthly Performance Report from DFA, which shows the quarterly performance for all of the DFA funds.  I have placed stars next to the primary ...