KEY TAKEAWAYS Many investors inform their sentiment about markets by looking for cycles in returns. Rolling returns give a false sense of cyclicality because of overlap among consecutive periods. Investors should avoid basing market expectations on this illusion of predictability. Investors can be both motivated and well-equipped to see patterns in stock returns. Motivated, because successfully predicting market […]
08
Jun
Jun
Lesbian, gay, bisexual, transgender, and queer (LGBTQ+) people have seen many historical, societal, and legal changes in recent years that grant them more equality and protection. Despite these advancements, they still face many unique challenges, including financial ones. Whether it is legal disparities that leave LGBTQ+ populations financially unprotected or personal finance concerns, it is important […]
17
May
May
Avoiding income taxes is always trendy. No one wants to hand over hard-earned money to the government. But using tax-deferred savings vehicles – either through a Traditional IRA or an employer-sponsored retirement plan such as a 401(k) – may create a future tax trap in exchange for savings today. Instead of plowing your nest egg […]
11
May
May
KEY TAKEAWAYS In this essay, Dartmouth finance professor Kenneth R. French explains five investment principles that he uses as the foundation for a holistic approach to portfolio design. The essay is directed at individual investors and financial advisors who work with them. French develops a flexible and comprehensive framework for portfolio design using the global […]
21
Apr
Apr
Birthday gifts. Christmas cards. Odd jobs and allowances. There are many ways that kids can come into money these days. And teaching them to save at an early age is an important lesson that will pay benefits for years to come. But for parents and grandparents who want to help fund the next generation’s future, […]
04
Mar
Mar
Many professional women need expert advice—not only to help achieve financial goals but also to support them in leading richer, more successful lives. By Ashley Ilardo, Regional Director, Client Communities, Kahne Krause, Head of Client Communities and Vice President, and Mandy Solin, Regional Director, Client Communities and Vice President VIEW PDF
23
Feb
Feb
Recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating geopolitical events requires expertise and flexibility. Dimensional’s systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets. Global Developments […]
11
Feb
Feb
KEY TAKEAWAYS Capturing the size, value, and profitability premiums in real-world portfolios requires expertise. Investors should be cautious about favoring one premium over another or one region over another based on the magnitude of the expected premiums. The integrated core approach, which accounts for the interactions among multiple premiums and maintains a strong tie between […]
03
Nov
Nov
When you are ready to retire, there are certain basic things you should do before you leave the comfort and security of your old job. You need to make final adjustments to your financial plan and make important decisions about Social Security and health insurance. Here’s a checklist for retiring in 2021: Decide when to […]
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Christine joined the NAM team in 2020, along with her six-plus years of Administrative and Executive Assistant experience. She was born and raised in Wisconsin. She has a love for film, comedy writing, and music, particularly between the 50’s and 80’s.
During my salad days, I studied business at the University of Minnesota and the Carlson School of Management. Taking this route seemed to make sense when I graduated high school, as it offered the opportunity to pursue a career in business. However, the experience didn’t go as planned. I found myself disillusioned by the focus and teachings of business school, with many of the lessons revolving around detached relationships focused solely on profit. I eventually concluded that this was not my personal path. I chose instead to purse a passion – writing – and veered off into journalism for the next six years of my life.