David Booth Brings Academic Research to Life

David Booth is the co-founder and co-CEO of Dimensional Fund Advisors. In this video, Booth discusses Dimensional’s heritage and the future of financial services. The reason Dimensional has been so successful, ...

The Wine Lovers’ Guide to Investing

Savoring a vintage wine is one of life’s great pleasures. But often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to ...

What's Your Money Personality?

Do you know your money personality? Your money personality describes your attitudes and habits related to money. Some view money as a tool for security. Others look at money with a gamblers mind-set and ...

Quarterly Market Review – Q3 2016

For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: About Christopher M. Jones, CFP® Christopher M. Jones ...

Client Letter – Q3 2016

The third quarter defied expectations as world stock markets (with the exception of Great Britain) rose in the wake of uncertainties from the spring Brexit vote, the hotly contested U.S. presidential race, ...

Presidential Elections and the Stock Market

This November, Americans will be heading to the polls to elect the next president of the United States. It is shaping up to be a very close race between Donald Trump and Hillary Clinton, two candidates ...

Wells Fargo Incentive Structure Leads to Epic Scandal

If you have been reading the financial news lately, you have probably heard about the recent Wells Fargo scandal. Employees of Wells Fargo had an internal goal to sell “at least eight financial ...

Is Now a Good Time to Be in the Market?

Is now a good time to be in the market? The answer is simple (for long term goals): “It is always a good time to be in the market,” says Evelyn Zohlen, a Certified Financial Planner™ professional. ...

Controlling What You Can Control

A few months ago, I posted a blog titled, The Only Goal That Matters Is Yours. It included content from Carl Richard’s excellent blog, The Behavior Gap, and spoke about your financial plan being ...

Professor Eugene Fama on the Volatility of Premiums

"You don't get premiums for nothing," says Professor Eugene Fama, "They are there because you are bearing risk. And that's the nature of the risk, you could have long periods of time when things just don't work out. Short, recent periods of data really don't tell you anything about whether anything has changed."