Insights

In this video, I walk through the impact of sequence of return risks for retirees. We can control our strategy and our approach, but we cannot control the returns that the market gives us. 2 retirees, retiring with an identical sum of money, and invested the same way, can have very different outcomes.

In this short video, I talk about the types of stocks that have outperformed the broad US market historically, and plant the seeds for a deeper look at why factors exist and how we should implement them in portfolios.

In this short video, I contrast a conventional actively-managed mutual fund against an index fund. I walk through a fact sheet for a live index fund ETF. And I show the long-term benefit of using index funds in terms of performance.

In this video, I walk through the Russian component of the DFA Global portfolios, market returns since the invasion of Ukraine last week Thursday, and long-term perspective on the impact of crises on investments.

In this video, I walk through a simple whiteboard to illustrate the power of deferring taxes now to your retirement when you expect your taxes to be lower.

While keeping your investments safe and sound in your bank account may seem like a good way to save for the short term, it leaves you open to an equally serious risk: inflation.