At first, the goal is to save enough to retirement. But once that goal is achieved, many people find themselves asking, "Is that all?" Money cannot buy happiness, but money often provides the freedom to ask, "What do I want?"...
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During the first several weeks of 2016, the stock market lost nearly 10%. Since that time, the market has reversed higher and gained roughly 12%. Trying to understand why the stock market has been so erratic this year is difficult, but this video does a...
Read More2015 was a disappointing year for most investors, with stomach-churning volatility, and returns that ended the year mostly negative. But the start to 2016 has been decidedly worse. Concerns surrounding Chinese growth, and another devaluation of the Chinese currency, sent global markets into a tailspin. ...
Read MoreStock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in May 2010—before rallying to close down 588. Prices fell further on Tuesday...
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From Morningstar Dimensional Fund Advisors has forged a strong and distinctive culture that has served investors well. The firm's low-cost structure and disciplined approach to investing, launching new strategies, and qualifying the financial advisors who use its funds help set it apart. It reflects a consistent,...
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Key Points Stock market valuation can be looked at through different lenses, each with their own benefits and limitations. Shiller’s CAPE is a good long-term tool for gauging long-term returns; but not for short-term market timing. Traditional P/Es show less extreme valuations; but rising interest rates should be...
Read MoreAs the New Year approaches, many are considering year-end gifts to the people and charitable organizations. Giving is wonderful and generous thing to do. Not to mention, it feels great to give. And, maximizing your tax savings when you do it only enhances that feeling. Here...
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