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October 30, 2019

As expected, the Federal Open Market Committee (FOMC) lowered the federal funds rate by 25 basis points to a range of 1.5% to 1.75%; while hinting it may be in pause mode in the near-term. The committee also lowered the interest rate on excess reserves (IOER) by 25 bas...

October 17, 2019

So far, 2019 has been a very good year for bond investors. Total returns in the fixed income markets have been among the strongest in the last 10 years, driven by declines in both interest rates and credit spreads.

As the end of the year approaches, many investors may l...

David Jones

 Head of Financial Advisor Services, EMEA

and Vice President

Dimensional Fund Advisors Ltd.

As much as I value the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause.

Take, for example, a fr...

May 7, 2019

At some point you may turn to a financial professional for help, particularly if you're trying to achieve different goals like planning for retirement, buying a home, and financing your children's education.

Finding the right financial professional is one of the most im...

April 13, 2019

Signs of a change in investor psychology flashed brighter, as stock indexes on Friday edged closer to all-highs of September 2018.

This past week's cover of Barron's, a financial magazine, said the 10-year old market could go on for years, and Friday's headlines were si...

March 9, 2019

U.S. jobs data triggered fearful headlines on Friday. It's a cautionary tale of how misperceptions spread in an instant and cause mass confusion about money matters.

From The New York Times to specialized news outlets, like The Street, headlines were uniformly grim afte...

January 26, 2019

Fears of a recession loomed larger last week after the chairman of the President's Council of Economic Advisors, Kevin Hassett, doubled his estimate of the damage the U.S. economy will suffer from the partial shutdown of the federal government.

Mr. Hassett was widely qu...

January 5, 2019

Capital gains are a good problem but a tax problem nonetheless. An excellent new way to defer paying tax on a capital gain is by investing in an area designated by Uncle Sam as an Opportunity Zone (OZ).

When you invest in a business or real estate project in an "OZ," ca...

December 22, 2018

The plunge in stock prices means it is time to earn the equity risk premium. Here is a reminder of this critical fundamental financial concept of investing.

The risk premium is what you get paid for owning a risky asset.

A rubric of modern portfolio theory, taught at all...

August 25, 2018

Legendary singer, Aretha Franklin succumbed to pancreatic cancer at the age of 76 on August 16, 2018, and she was accorded funeral rites usually reserved for heads of state. But the diva who famously demanded respect, sadly, died without a will.

Her estate is subject to...

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