What I See When I Watch Basketball

March 19, 2024

“Only one team can win each game, but every single member of both teams is doing the absolute best they can do. And that’s my definition of winning—in basketbal

April 1, 2024

Gee, I See Now

Guaranteed Investment Certificates (GIC) offer investors predictability but are unlikely to result in higher expected returns

March 28, 2024

The Fund Landscape

This annual report documents the power of market prices by assessing the performance of US-domiciled mutual funds and exchange-traded funds (ETFs) relative...

March 19, 2024

What I See When I Watch Basketball

“Only one team can win each game, but every single member of both teams is doing the absolute best they can do. And that’s my definition of winning—in basketbal

March 15, 2024

Encouraging Data from Value’s Past and Present

Past performance doesn’t upend the logic of expecting a higher return for low relative price stocks.

March 5, 2024

3 Common Investing Mistakes

Consider three common mistakes that can reduce returns and increase anxiety:

February 29, 2024

A Familiar-Looking Leap Year

Leap day this year has some interesting parallels to 2020... hopefully, not everything from the past four years repeats.

February 22, 2024

Lyft Off

An erroneous earnings estimate demonstrates how quickly markets act on new information and reinforces the challenge in outguessing markets.

February 22, 2024

Having a Financial Coach in Your Corner

A trusted financial advisor seeks to understand your financial needs, concerns, and aspirations, serving as a coach to help you reach your goals.

February 16, 2024

The Next BlackBerry?

History is littered with examples of household names that were usurped by the Next Big Thing.

February 9, 2024

Trying to Predict Interest Rates? Good Luck.

Despite investor expectations for big changes, US Treasury yields ended about where they started last year, a sign that interest rates are unpredictable.

February 7, 2024

Exciting Returns May Not Be Expected Returns

Viewing expected returns through the lens of cost of capital may help benchmark what constitutes a reasonable expected return from the market. Dimensional’s Mar

February 6, 2024

2023 Market in Review

A quick video highlighting what the markets did in 2023

What I See When I Watch Basketball

Encouraging Data from Value’s Past and Present

Trying to Predict Interest Rates? Good Luck.

Uncertainty Is Underrated

Exciting Returns May Not Be Expected Returns