Feb 22, 2017, 2:35 PM
Politics and investing don't mix.
Dec 14, 2015, 10:23 AM
Every year about this time, mutual fund companies disclose the amounts of capital gains they will be distributing to investors. When mutual funds distribute capital gains, shareholders are stuck with the tax bill even if they did not personally sell shares.
Mar 22, 2015, 10:34 AM
We humans tend to have short memories, so I want to remind you that this week marked the six year anniversary of the day when the stock market stopped crashing. On March 9, 2009, the S&P 500 bottomed out at 676.
Jan 25, 2015, 2:47 PM
This year was very good for investors in stocks of large U.S. companies: the S&P 500 index returned 13.7% for the year and actually reached new highs on 53 different days. Small company U.S. stocks returned just 4.9%.
Aug 25, 2014, 1:46 PM
Each generation has its defining experiences, or so say the demographers and authors who think about these things. Social scientists generally agree that certain pivotal events can shape peoples’ perceptions and attitudes throughout their lifetimes.
Jun 10, 2014, 2:39 PM
Here at KWM, we use a number of institutional-class mutual funds from a company called Dimensional Fund Advisors (“DFA”) in our clients’, as well as our own investment portfolios.
Mar 25, 2014, 1:31 PM
March 2014 - Once in a while, I stumble across a writer who does a really superb job of explaining an important investment concept.
Nov 25, 2013, 2:14 PM
Fama is a professor at the University of Chicago’s business school, and is also one of the founders of Dimensional Funds.
Sep 25, 2013, 2:42 PM
Hedge Funds are getting a lot of press lately. Very soon, they will no longer be banned from advertising to the public. For decades, hedge funds have been shrouded in mystery and only available to certain, privileged, well-connected investors, which makes them seem intriguing to many people.
Jul 25, 2013, 1:25 PM
To discuss recent record highs in the stock market as a signal of a pending downturn is a negative slant by the media.