Park + Elm Investing Principle #1: Embrace Market Pricing

    This is just #1! Download our Ebook Here to get all 10 principles!! Many investors believe that there may be a way to predict when to buy and sell securities, and it's possible that pricing errors occur in financial markets. But it's clear that investors have a very difficult time consistently exploiting these errors. Over the last five years…     About 60% of actively managed large cap US equity funds have failed [...]

May 25th, 2018|

Today’s Video: Doing Better with Global Diversification

Over long periods of time, investors can benefit from consistent exposure in their portfolios to both U.S. and non-U.S. equities - large and small; value and growth. Check out this short video with Dimensional's Joel Hefner explaining how diversifying globally and emphasizing the dimensions of higher expected returns can improve the chances of having a successful investment experience. This is why Park + Elm is focused on designing globally diversified portfolios, minimizing investment costs and keeping [...]

May 4th, 2018|

Video of the day: Tuning Out the Noise!

As an investor, it's hard to stay focused on what really matters, and block out the constant noise. We believe the right financial advisor can get you closer to tuning it out! Check out the short video below to see why a more peaceful investment experience can be achieved!

April 16th, 2018|

Quarterly Market Review – 1st Quarter 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 1ST QUARTER 2018- QUARTERLY MARKET REVIEW

April 5th, 2018|

Video of the day – Dimensional on Volatility

Check out this short piece from Dimensional Fund Advisors explaining why investors should view market declines as part of the nature of investing.      

March 15th, 2018|

Today’s Clip: Things you CAN control in your Investment Portfolio

There are periods of good and bad in the stock market, but it is by far the BEST investment option we have. Understanding that the price of a stock is driven to fair value by the intense competition of companies and investors, allows us to focus on CONTROLLING what we can: RISK, FEES AND DIVERSIFICATION. Click on the video image below to watch this short clip about focusing on the controllable things, and the importance [...]

February 27th, 2018|