DFA’s co-CEO and chief investment advisor shares the latest on the launch of its ETFs, the importance of client relationships, and the role of academic research in the firm.
In volatile market environments, tune out the pundits and take a look in the mirror.
Rules of thumb won't cut it for this important question. How to customize based on your own situation.
A combination of incremental, not revolutionary, changes can help bridge the gap.
The right amount of risk to take in your portfolio depends on two key variables: your risk capacity as well as your risk tolerance.
Tips for customizing your own glide path.
Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.
Families must contend with competing challenges: steep glide paths and high inflation.
From pensions to small-business ownership, how to know if your mix of stocks, bonds, and cash should not look like the others'.
The 4% guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.
A diversified portfolio with various time frames can help you meet your income needs during retirement.
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
Your knowledge level, desire to be hands-on, tax status, and tolerance for short-term volatility can help you identify the right investments.
Nearly every firm has ratcheted down return expectations, but international equity remains a bright spot.
The father of the life planning movement discusses his famous 3 questions, training financial advisors to go deeper, and the climb toward a fiduciary standard.
Charles Schwab's chief investment strategist discusses the rotation away from COVID-19 'thrivers' and the case for non-U.S. stocks.
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
We employ actively managed mutual funds and a stock-heavy portfolio mix.
Its allocations illustrate that even 40-somethings should be mostly in stocks.
Even with retirement on the horizon, our portfolio maintains a sizable equity weighting.
An all-passive portfolio for investors with very long time horizons.
This equity-heavy portfolio also includes a small dose of high-quality bonds.
For a pre-retiree, our portfolio includes a larger--and better diversified--stake in bonds.
All portfolios posted strong gains in absolute terms, but a classic 60/40 portfolio was tough to beat.
The NewRetirement founder discusses how retirement planning can be simplified, the role of automation, and the challenges facing new retirees.
Cash was certainly a drag, but all of the portfolios notched respectable gains in a strong year for stocks and bonds.
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
This portfolio is geared toward retirees with roughly 20-year time horizons.
This ETF-oriented portfolio is ideal for retirees with shorter time horizons.
This ETF-oriented portfolio is ideal for retirees with long time horizons.
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
Schwab's chief investment strategist discusses the impact of the pandemic in 2020 and what the new year will bring for the market and the economy.
As the new year dawns, here's your plan to get financially fit, one job at a time.
From coronavirus to ESG, these are some of the most memorable moments from our podcast in 2020.
From financial-life planning to the latest retirement research, these are some of the most memorable moments from our podcast in 2020.
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
Contractors and other self-employed workers need a bigger safety net, less idiosyncratic risk, than other workers.
The financial expert and author discusses how the pandemic can improve financial habits, what works in financial education, and the link between financial stress and well-being.
Large-cap strategies continue to underperform the market through 2020.
It may be tempting to undertake a dramatic makeover, but an incremental, forward-looking approach is best for taxable accounts.
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
Inquire about areas of expertise, compensation arrangements, and credentials before signing on for financial help.
Who receives care, who provides it, the economic cost, and the devastating effects of COVID-19.
The Harding Loevner co-CIO discusses owning a soccer team, behavioral finance, and the people and processes that make up the firm.
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.
The CEO of Sustainalytics discusses the evolution of the ESG movement, the regulations and rule-making behind it, and the future of sustainable investing.
Funds sell technology, buy basic materials and financial services.
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
Late in the bull market, appreciated assets can be ripe for the picking by the charitably inclined.
