Recent Articles

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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Submitted on May 12, 2014
Fashion designers, manufacturers, and media operate by telling consumers what's in vogue this year, thus artificially creating demand where none previously existed. The same artificial buzz exists in investments. In the attached article, Jim Parker, Vice President of DFA Australia, challenges investment fashions and promotes investment style.
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Submitted on April 28, 2014
Stocks can reward investors who maintain a long-term outlook. But inconsistent short-term performance may test one's commitment to a long-term strategy. This Insight illustrates the perils of hopping out of a long-term strategy. It rarely works in your favor.
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Submitted on April 21, 2014
Much financial news purports to be about the future but is really just an account of the past. In the article below, Jim Parker, Vice President of DFA Australia, explores the investing pitfalls created by the financial media and how to avoid them.
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Submitted on April 15, 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. Page 14 is a column titled 'Not Rocket Science' from Jim Parker, V.P. DFA Australia. The column supports Warren Buffet's quote: "The 'know-nothing' investor who both diversifies and keeps his costs minimal is virtually...
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