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Aug 25th, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Investing
by Brian Harris, Senior Editor, Dimensional Fund Advisors In recent years, structured products have gained favor among retail investors in Europe and the US. Investment banks promote these securities as sophisticated tools to help investors manage downside risk, enhance returns, or achieve other investment objectives. Sales have grown briskly since 2006, and despite a decline [...]
Tags: Active Management, Advanced, Alternative Investments, Dimensional Funds Advisors - DFA Posted in Investing |
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Jul 23rd, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Investing
Average Joe smacked by contango, pre-rolling, and Wall Street sharpies; profiting off ‘the dumb money’ The following article from Investor’s News is an eye opener. It is so easy to think investing is easy – think again. And, enjoy reading this article and take heed. Like so many investors in the spring of 2009, Gordon [...]
Tags: Active Management, Advanced, Alternative Investments, ETF, Inflation, Moderate Posted in Investing |
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Apr 13th, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: A Christian Perspective
Christianity and Capitalism by Richard Doster It’s been a rough couple of years for free-market capitalism. In Business as a Calling: Work and the Examined Life, theologian Michael Novak wonders if capitalism is “spiritually empty and corrosive of virtue.” The evidence, perhaps now more than at any time in the past 70 years, may tilt [...]
Tags: Advanced, Beginning, capitalism, christianity, economy, Moderate Posted in A Christian Perspective |
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Apr 8th, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Worldview Editorial Page
Now that we have passed the Health Care Reform Bill that was scored by the CBO to say it is not going to increase the deficit and over the long term actually reduce the deficit, Congress is now floating the idea of a VAT, a Value Added Tax, like Europe. To me this is an [...]
Tags: Advanced, Beginning, Moderate, taxes Posted in Worldview Editorial Page |
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Mar 31st, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Investing
Recent Market Volatility in Perspective The US stock market has taken investors on a bumpy ride in recent years. This volatility has tested investor discipline and prompted some people to question their commitment to equities. While no one knows the future, looking at the past may help you gain a better view of long-term market [...]
Tags: Advanced, Beginning, Moderate Posted in Investing |
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Mar 18th, 2010 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Worldview Editorial Page
Investing, in the final analysis, is a matter of faith. This, I think, is an important fundamental to understand. I am not writing of “blind faith.” Nor, necessarily, religious faith. It is my conviction that there is no such thing as blind faith. If a person acts blindly, it is not out of faith; it [...]
Tags: Advanced, Beginning, Moderate Posted in Worldview Editorial Page |
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Dec 14th, 2009 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Featured Articles
The first two columns in this series by Brad Steiman offered answers to frequently asked questions about active vs. passive investing, and explored a general set of ideas around market efficiency. The main purpose has been to help build a framework for educating clients on the debate. There are other good reasons to approach the [...]
Tags: Active Management, Advanced, Dimensional Funds Advisors - DFA, efficient markets hypothesis, Passive Management Posted in Featured Articles |
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Nov 24th, 2009 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Featured Articles
In his previous column, Brad addressed questions related to the theoretical aspects of market efficiency and active manager performance. In this second of his three-column series on active vs. passive investing, he explores the challenges of implementing these strategies in the real world. The previous column in this series focused on some theoretical aspects of [...]
Tags: Active Management, Advanced, Dimensional Funds Advisors - DFA, Passive Management, Working with an Advisor Posted in Featured Articles |
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Aug 6th, 2009 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Featured Articles
James L. Davis, Vice President, Dimensional Fund Advisors Investors are concerned about inflation, and rightly so. Average annual inflation in the US between 1929 and 2008 was nearly 3.3%. A dollar at the end of 2008 had about the same purchasing power as eight cents did at the beginning of 1929. Protecting the purchasing power [...]
Tags: Advanced, Dimensional Funds Advisors - DFA, economy, Inflation, James Davis Posted in Featured Articles |
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Aug 4th, 2009 |
By Charles L. Stanley CFP® ChFC® AIF® |
Category: Featured Articles
Sir John Templeton is quoted as saying, “The best time to invest is when there is blood in the streets.” Of course, he was speaking metaphorically. His statement is very applicable to our circumstances today. Many would say we are in the trough of this recession. The trough doesn’t mean the “bottom of the market”, [...]
Tags: Advanced, Risk Premium Posted in Featured Articles |
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