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Monthly Archives: November 2011
Their Confidence Is Killing Your Returns
What do these well known financial celebrities have in common: Jim Cramer, Larry Kudlow, Jeff Macke, Joe Kernan and Dylan Ratigan? They are all extremely confident. There is little personal vulnerability in their presentations. They provide their views on the … Continue reading
Posted in 401(k) Retirement
Tagged Dan Solin, huffington post, investing
What Does a Winning Streak Tell Us?
Weston Wellington Bill Miller is one of the most closely watched money managers in the industry, so it was big news when he announced his decision last week to step down as portfolio manager of Legg Mason Capital Management Value … Continue reading
Posted in investing
A Step in the Wrong Direxion
Index Funds Advisors, Inc. (IFA) has consistently warned investors to stay away from the potentially toxic assets known as leveraged and inverse exchange-traded funds (ETFs). These funds are designed to provide a multiple of the daily returns of an index … Continue reading
Posted in investing
Index Funds Advisors, Inc’s Concerns with Muni Bonds
Due to their tax-exempt status, many high net worth investors have become convinced that all of their fixed income exposure should be in municipal (muni) bonds. These investors have enabled state and local government entities to borrow $3.7 trillion1 for … Continue reading
Posted in investing
Paying More in Fees Can Get You Less in Returns
I recently reviewed the portfolio of a young man who had inherited almost $1 million. He had entrusted his funds to a large mutual fund company. He thought his portfolio was “well diversified” because almost all of it was invested … Continue reading
Posted in 401(k) Retirement
Tagged Dan Solin, huffington post, investing
Your Fund Manager Probably Has No Investment Skill
In my blog last week, I noted the lack of evidence of investment skill demonstrated by fund managers. This issue always elicits a passionate response, with readers providing their favorite examples of managers who outperformed the markets. These examples miss … Continue reading
Posted in 401(k) Retirement
Tagged Dan Solin, huffington post, investing
October Fest
October Fest Jim Parker Vice President, Dimensional Fund Advisors This material may refer to resident trusts offered by DFA Australia Limited. These resident trusts are only available in Australia. Nothing in this material is an offer or solicitation to invest … Continue reading
Posted in investing
What’s the Significance?
Brad Steiman, Dimensional Fund Advisors Director and Head of Canadian Financial Advisor Services and Vice President Caution: Technical Discussion to Follow—READ AT YOUR OWN RISK. As the old saying goes, there are three kinds of lies: lies, damned lies, and … Continue reading
Posted in investing
What MF Global Can Teach You About Investing
The sordid details concerning the demise of MF Global are well-known. MF Global is the holding company for a broker-dealer headed by former New Jersey governor and Goldman Sachs co-chairman Jon Corzine. According to published reports, MF Global filed for … Continue reading
Posted in 401(k) Retirement
Tagged Dan Solin, huffington post, investing
Reality Show for Investors: “Survivor”
Reality Show for Investors: “Survivor” Weston Wellington Vice President, Dimensional Fund Advisors Anyone studying the long-run history of American business cannot help but observe how many of the prominent firms of one era fail to make it to the next. … Continue reading
Posted in investing
Tagged Dimensional, index funds, investing
