From the Engine Room: Q4 2019
Eliminating Stress with a Plan & Gratitude a“Nothing can stand up to gratitude. There's no negative emotion -- not fear, not self-doubt, not sadness, and certainly not anger -- that can survive exposure to [...]
From the Engine Room: Q3 2019
Discovering the Truth If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked how long you could go [...]
Key Questions for the Long-Term Investor
Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of the questions below. n Trying to answer these questions may [...]
From the Engine Room: Q2 2019
The Truth in Silence When it comes to making financial decisions, how do you know what is "noise" and what is substance? Even educated judgments can be very “noisy,” and that’s before we even [...]
From the Engine Room: Q1 2019
Danger: The Flood of Information Did you know that of the 2,786 equity (stocks) mutual funds in existence in 2004 that only 51% of those funds still existed at the end of 2018? This [...]
From the Engine Room: Q4 2018
A New Year's Resolution for Health and Wealth: Focus on the Inside Value We have all been programmed to think the way we do about investing through the hypnotic messaging of Wall Street, Bank [...]
From the Engine Room: Q3 2018
Globalization...an Emerging Story When building a globally diversified investment portfolio it is important to note that the portfolio's higher returning securities will be muted by the lower returning securities, and vice versa, in any [...]
From the Engine Room: Q2 2018
Overall, the second quarter of global market activity was accompanied by a lot of the same headlines as Q1. Volatility surged on, trade wars were fought, data privacy rights were scrutinized and the internet [...]
Where’s the Value?
There is no getting around the fact that Dimensional Fund Advisors manage and structure their portfolios based on the different dimensions of expected returns. The quantitative tilts and portfolio selection is what their reputation [...]
Timonier… Fiduciary, Advocate and Beyond
Tim Baker, President and CEO of Timonier, Wealth Beyond Financial discusses the evolution of the financial planning firm that you see today. Operating as a centralized, collaborative, multi-disciplinary practice allows Timonier to provide exemplary service [...]