Details Are Part of Our Difference
Embracing the Evidence at Anheuser-Busch – Mid 1980s
529 Best Practices
David Booth on How to Choose an Advisor
The One Minute Audio Clip You Need to Hear
Author: Matt Hall
What We’re Watching – Madoff Series
Bernard Madoff committed the largest financial scam in history. This, you know. You may not know the stunning details of how he did it and managed to get away with it for so many years. That’s why we recommend watching the new four-part docuseries on Netflix. It includes interviews with victims, investigators, and scenes from Madoff’s depositions.
Fifteen years since his 65 billion dollar Ponzi scheme unraveled, there have been several depictions of Madoff, but “Madoff: The Monster of Wall Street” offers new insights worthy of your time.
Mutual Funds That Consistently Beat the Market? Not One of 2,132.
“Each year, some investors manage to do it (beat the market), of course, but can they do it consistently? A new study of actively managed mutual funds by S&P Dow Jones Indices asked that question and came up with a startling result. It found that not a single mutual fund — not one — managed to beat its benchmark in either the U.S. stock or bond markets regularly and convincingly over the last five years.“
David Booth on How to Choose an Advisor
There are roughly 200,000 advisors in the US. How does an investor choose one?
David Booth, the founder of Dimensional Fund Advisors, says, “trust the advisor who trusts the market.”