YEARLY ARCHIVES: 2016

More Support for Why We Use DFA Funds

Recently Dimensional Fund Advisors (DFA), was profiled in an article by the Wall Street Journal. The article discussed their unique investment philosophy which has helped make DFA the fastest-growing major mutual fund company in the U.S. In fact, over the last year only DFA and Vanguard have net positive inflows.

The article gives a deeper insight into DFA’s approach which is to offer low-cost, broadly diversified mutual funds that are designed to take advantage of risk premiums in the market. DFA funds are an important part or our portfolios and you can click here to view a reprint of the article.

More Research Supports AHC Investment Philosophy

Research by Dimensional Fund Advisors on mutual fund performance supports our investment philosophy – that most active managers cannot beat the market consistently. Individual investors are much better off in funds that build portfolios based upon the science of the market that are broadly diversified, don’t try to predict where the market is headed and have lower fees.
 

Index Reconstitution: The Price of Tracking

In this article, read how index funds can rack up higher trading costs in their pursuit of tracking an index. If you are currently invested in index funds, these higher trading costs may be taking a bite out of your investment returns. The approach we apply helps shield investors from the cost of tracking benchmark indices.

Index Reconstitution: The Price of Tracking

Nobel Prize winner Eugene Fama on market volatility

In this video Professor Eugene Fama and David Booth discuss the performance of the value premium and the Federal Reserve’s perceived impact on interest rates.

 

Craig Larsen quoted in a Bloomberg story about financial planning ideas for recent college grads

 

Earlier this week, Craig was quoted in a Bloomberg article advising parents of recent college graduates to give their children the gift of building a financial plan with a professional. Doing this, Craig says, can help recent grads “avoid falling into some traps that can lead to bad habits, like overspending and running up credit-card debt”. You can read Craig’s additional advice and the rest of the story here.