Recent Articles

Submitted on August 25, 2014
During rough market periods, investors struggle to add value to a portfolio, and history suggests that those looking for 'certainty' around such events before investing could be setting themselves up for a long wait. So how do we handle these murky markets? Jim Parker, Vice Preside of DFA Australia, discusses this problem in the attached article.
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Submitted on August 18, 2014
This article shows the yearly breakdown of the effects of the Size Premium. History shows that a healthy allocation to US small company stocks is a risk worth taking.
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Submitted on August 11, 2014
The Size Effect has a major impact on your portfolio. The Index of U.S. small company stocks outpaced the index of large company stocks by 2.5 percentage points, 12.3% vs. 9.8%. The US Size Premium produced a seven-fold difference in growth of a dollar for the period—$21,500 for the US small company index compared to $3,100 for the US large company index.
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Submitted on July 28, 2014
Since 1980, the 3.3% inflation rate eroded 'real' buying power by 67%. Since 1990, the 2.6% inflation rate eroded 'real' buying power by 46%. Since 2000, the 2.4% inflation rate eroded 'real' buying power by 28%. So how does a smart worker or retiree invest to get 'real' growth in a retirement income portfolio? Read this article to get a better insight on building your retirement wealth.
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Submitted on July 21, 2014
Investors have different financial needs and goals, and therefore, they will invest for different reasons. One major reason is to create a portfolio that will have 'real' growth to provide adequate withdrawals throughout the years of retirement.
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Submitted on July 16, 2014
The attached review features world capital markets performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Page 13 illustrates the performance of globally diversified portfolios over multiple calendar periods.
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Submitted on June 23, 2014
While many people understand the idea of 'not putting all your eggs in one basket,' most do not understand the concept of effective diversification.
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Submitted on June 16, 2014
It is essential to have a good understanding of risk to make an informed decision regarding which asset classes to include in your investment portfolio. Wall Street and the financial media often focus on an investment's potential return (how much you might make on the investment) rather than the risk you must take in order to achieve that return. An understanding of risk and the relationship between risk and return is necessary for any prudent long-term investor to make smart portfolio decisions.
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Submitted on June 9, 2014
Biases, or ways of protecting our egos from reality, are evident among many investors and are often encouraged by the media. As humans, we are not wired for disciplined investing. So how do we overcome this? Jim Parker, Vice President of DFA Australia, discusses this problem in the article below.
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Submitted on May 21, 2014
Although asset classes around the world do not behave consistently or predictably, combining them in a diversified balanced strategy can eliminate much of this randomness.
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