Weston Wellington VP, Dimensional Fund Advisors Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial [...]
Market expectations about interest rates change because of news. This makes it very difficult to build a coherent investment strategy around a forecast. In a recent article, Bloomberg News noted [...]
As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensive. They fear another major decline is likely to occur and are [...]
There are three dimensions of higher expected returns in the equity markets: size, price, and profitability. Profitability is the most recent dimension to be identified by academic research, but [...]
There are not many tried-and-true ways of out-performing the market averages over time, but there are a few. Academic research has identified five dimensions of return that correspond to higher [...]
About 70% of all portfolio managers use active management as their preferred methodology, but does the evidence support this as the most profitable investment strategy? In this video Envision [...]
There are essentially only three ways to invest your resources. Watch as Envision Wealth Planning President, Bob Bolen CFP®, explains each of the three portfolio management strategies, and [...]
People often worry about market volatility as if it were the enemy or a boogeyman.This is understandable given the attention paid to market ups and downs by CNBC, MSNBC, CNN, USA Today, and the [...]
This year we had more clients at Envision Wealth Planning tell us that they owed taxes this past April than any time in recent history. No one likes to pay taxes, but as the old saying tells us, [...]