Recent Articles

Submitted on March 31, 2014
Markets have a history of rewarding investors for the capital they supply—over the long-term. This week's Insight illustrates how markets have compensated with dimensions of higher expected returns.
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Submitted on March 17, 2014
In a popular children's story, the young hero pins all his hopes on finding one of a handful of 'golden tickets' hidden among millions of candy bars. In the attached article, Jim Parker, Vice President DFA Australia, reviews how too many people approach investing the same way and avoid the principles of sound investment.
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Submitted on March 10, 2014
Our Insight on World Market Capitalization is attached. The map included depicts the world not according to land mass, but by the size of each country's stock market relative to the world total market value. If markets are efficient, global capital will migrate to destinations that offer the most attractive risk-adjusted expected returns. Therefore, the relative size and growth of markets may help in assessing the political, economic, and financial forces at work in countries.
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Submitted on February 24, 2014
Insight on what to do with an old 401k is attached. What's in it for you? If you have an old 401k account at a former employer, cashing it out before retirement could cost you hundreds of thousands in retirement income—review the math!
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Submitted on February 17, 2014
The attached Insight is headlined 'Withdrawals from Your Retirement Portfolio—You'll Be Surprised Where It Comes From!' It's not where you might think. An analysis of a typical lifetime retirement portfolio is presented—only 10% of retirement income is made up from savings, 30% is made up of investment growth prior to retirement, and 60% is made up of investment growth after retirement. This surprising result has been dubbed the 10/30/60 Rule.
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Submitted on February 10, 2014
We continue in a Fair Weather Market Cycle. Those who weathered the storm during the last Stormy Cycle have recovered what was lost, and much more. How long will the Cycle last? No one knows, but as you can see from the chart on this month's Insight, no Cycle lasts forever. The best way to handle the inevitable swings is with an all-weather portfolio such as your Madden-Managed model portfolio.
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Submitted on January 31, 2014
The unusually strong performance of US stocks in 2013 was a welcome surprise for investors who are following a simple buy-and-hold strategy and a source of exasperation for many professionals caught flatfooted by the steady rise in share prices. Wes Wellington, DFA Vice President, in the attached Insight shows how predictions compared to market results from this past year tell us we should be skeptical of our ability—or anyone else's—to outwit other smart market participants well enough to outperform a simple buy-and-hold strategy.
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Submitted on January 17, 2014
We all need periodic reminders of the power of global diversification for portfolio success. The attached report 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 December 27, 2013
The Insight article titled 'Many Happy Returns' by Jim Parker, VP DFA Australia, is attached. What’s in it for you? Relying on crystal ball gazers' market predictions through the years has produced below-average results. It makes more sense to focus on what's within your control—a diversified portfolio, fees, taxes, and discipline.
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Submitted on December 16, 2013
An Insight titled 'Rate Expectations' by Jim Parker, VP of DFA Australia, is attached. What's in it for you? Interest rates around the world are at historic lows. They can only go in one direction from here, right? And aren't rising interest rates bad for bond investors? The truth is more complicated. Parker suggests that you can help temper rising-rate risk by diversifying across different types of bonds, different maturities, and different countries. That's what Madden is doing for the income/bond funds in your portfolio. Ultimately, the reasons for investing...
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