Tuning Out the Noise

Sometimes we come across a message so simple it’s compelling. This short video from Dimensional Fund Advisors (DFA) is just that. Today’s investor has more news and information at their fingertips than ever before. Unfortunately, that amount of data is a double-edged sword. The biggest mistakes investors make aren’t because they bought Coke over Pepsi… … Read more

But I Invested Anyway


2019 will go down as one of the best years on record for investors. Global stocks returned +26% and bond investors earned nearly +9%. Even a balanced portfolio would have likely returned in the high teens and if you were heavy in equities, one would expect over 20%+ returns. But it didn’t come easily. We … Read more

Engagement Announced

In the October Par 3, we wrote about Charles Schwab and TD Ameritrade reducing commissions to $0. One month later, Charles Schwab and TD Ameritrade announced plans to join forces and merge into an industry giant with over $5 trillion in client assets. The market appeared to like the $26 billion deal as the price … Read more