12/4/2013 | 1:32 PM
The collective knowledge of buyers and sellers is incredibly powerful, much broader and deeper than that of any one investor. The compelling evidence of market efficiency is hard to argue, and is captured well in this 3-minute video produced by Dimensional Fund Advisors. The content helps explain, very simply, how securities are priced and how those prices change through time. It ultimately calls into question whether an active management investment approach is worthwhile. See what you think…
*The information and material provided in this article is for informational purposes
12/3/2013 | 3:05 PM
With the end of the year quickly approaching, it's timely to remind everyone of opportunities for giving back and sharing generously. In keeping with the spirit of naming certain days, like Black Friday and Cyber Monday, today is #GivingTuesday. In addition to making gifts of cash and personal items, you should consider gifts of appreciated securities and use of the Charitable IRA Rollover (to satisfy RMD for those age 70 1/2 and over – amounts up to $100,000). Additionally, for Iowa residents, the Community Foundation of Greater Des Moines provides access to the Endow Iowa Tax Credit
11/21/2013 | 2:26 PM
October proved to be a very strong month in global equity markets. In spite of a 16-day shutdown of non-essential US government services during the month, investors’ appetite for risk assets pushed prices significantly higher by month-end, adding to what’s already been an outstanding year. Bond markets also produced generally positive, albeit much lower, return for the month.
Kent Kramer hosts our update this month and draws our attention again to the difficulty investors face in timing moves in and out of investment markets when conditions are volatile and uncertainty is high.
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11/18/2013 | 2:34 PM
Federal lawmakers’ efforts to steer America in the right direction continues to be a perplexing, frustrating saga to watch. This latest impasse was yet another inflection point in the political wrangling with Congress again kicking the proverbial can down the road. After a 16-day “involuntary furlough” for many federal employees, a deal was struck literally within hours of our country’s borrowing authority expiring. It did little to strengthen the confidence of investors.
This adjustment in the debt limit is temporary and will be an issue again in early February,
11/18/2013 | 11:59 AM
There are so many ways to fulfill your personal charitable goals, from giving money and property to donating time and services. Giving can be incredibly fulfilling. But when you add strategies into the mix that help you access tax advantages, too, the appeal of giving can reach a whole new level.