Blog

Market Review 2020: Looking Back on an Unprecedented Year

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.

When It’s Value vs. Growth, History Is on Value’s Side

Logic and data provide the basis for a positive expected value premium, offering a guide for investors targeting higher potential returns. There is pervasive historical evidence of value stocks outperforming growth stocks.

Long-Term Investors, Don't Let a Recession Faze You

With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, if one hasn’t already begun.¹ From a markets perspective, we have already experienced a drop in stocks, as prices have likely incorporated the growin

Tuning Out the Noise

When faced with short-term noise, it is easy to lose sight of the potential long-term benefits of staying invested. For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets.

Timing Isn't Everything

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”

David Booth
Founder and Executive Chairman, Dimensional Fund Advisors

We are honored to announce our selection as one of the top wealth managers in the Dallas area by D Magazine, now appearing in the November issue! Click here to see 2018 Top Wealth Manager.

Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.

E+R=O, a Formula for Success

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.

“The important thing about an investment philosophy is that you have one you can stick with.”

We are honored to announce Dave Ragan, Vice President of Financial Planning, earned Investment News' 40 Under 40 Award.

Click here to see Investment News' article on Dave.