May 2020

May Financial Advisor’s Articles

Fear Itself

Fear Itself “Let me assert my firm belief that the only thing we have to fear is….fear itself – nameless, unreasoning, unjustified terror, which paralyzes needed efforts to convert retreat into advance.” –Franklin D. Roosevelt 05-26-2020 Wise words that certainly pertain to these strange times. Instead of bringing us together, this current crisis seems to …

Fear Itself Read More »

Have Hope

Have Hope “I do have a lot of hope. That hope is based on what I see around the world.” –David Booth, founder of Dimensional Fund Advisors 05-18-2020 David Booth is one of the wisest people in the investment industry. He’s someone I take very seriously. Check out this short clip of his titled: Righting …

Have Hope Read More »

Asymmetrical Bet

Asymmetrical Bet “Owning stocks is an asymmetrical bet.” –Jonathan Clements 05-11-2020 I have been a long term follower of Clements. I have always found him to be direct and spot on. But, what the heck is he talking about here? Asymmetrical is the opposite of symmetrical. It means unequal or unbalanced. Find out why this …

Asymmetrical Bet Read More »

Scientifically Engineered

Scientifically Engineered “I knew there was this body of work where we actually knew something about financial markets and it was scientifically testable and scientifically demonstrated… (DFA) took all that and put it to work in real life day to day portfolios.” –Jed Fogdall, Dimensional Fund Advisors 05-04-2020 Check out this short video where Jed …

Scientifically Engineered Read More »