Quarterly Market Review: Q3-2018

Click on the link below for a detailed analysis of quarterly performance of the global equity and fixed income markets. CLICK HERE TO READ THE 3RD QUARTER 2018- QUARTERLY MARKET REVIEW

October 8th, 2018|

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. People rely on a lot of different information about costs to help inform these decisions. When you buy a car, for example, the sticker price indicates approximately how much you can expect to pay for the car itself. But the costs of car ownership [...]

October 3rd, 2018|

Park + Elm Investing Principle #7: Avoid Market Timing

PRINCIPLE #7 IS HERE! AVOID MARKET TIMING! Download the rest of our Ebook Here to get all 10 principles!! You never know which market segments will outperform from year to year. By holding a globally diversified portfolio, investors are well positioned to seek returns wherever they occur. Trying to correctly time your entry point to the market is difficult, and unfortunately humans have an instinctive desire to take control and make a change when things aren’t moving [...]

September 24th, 2018|

Today’s Video: Do Mutual Funds Outperform Benchmarks?

Our partner, Dimensional Fund Advisors' analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their success. Check out the short video!

September 17th, 2018|

The ABCs of Education Investing

With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. NOW is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue. THE CALCULUS OF PLANNING FOR FUTURE COLLEGE EXPENSES According to recent data published by the College Board, the annual cost of attending college in the [...]

September 6th, 2018|

Park + Elm Investing Principle #6: Practice Smart Diversification

PRINCIPLE #6 IS HERE! PRACTICE SMART DIVERSIFICATION! Download the rest of our Ebook Here to get all 10 principles!! It’s not enough to diversify by security. Deeper diversification involves geographic and asset class diversity. Holding a global portfolio helps to lower concentration in individual securities and increase diversification. Over long periods of time, investors can benefit from consistent exposure in their portfolios to both US and non-US equities. While both asset classes offer the potential to earn [...]

August 28th, 2018|