by Todd Moerman | Jan 23, 2013 | Doctor/ Dentist, Retired, Working
The S&P 500 recovered in 4 1/2 years from the 2008/ 2009 recession. It took nearly 4½ years, but the cumulative wealth of an S&P 500 strategy with dividends reinvested finally reached an all-time record (measured on a month-end basis) in March 2012, and... 
by Todd Moerman | Jan 13, 2013 | Doctor/ Dentist, Retired, Working
2012 Review of Financial Markets. Throughout 2012, nervous investors did not have to look hard for reasons to avoid the financial markets. The daily headlines provided abundant gloom to feed their doubts, but investors who acted on impulse could have missed a... by Todd Moerman | Jun 15, 2012 | Doctor/ Dentist, Retired, Working
Are you a Muppet? By now, you have probably heard about Greg Smith, a former executive director at Goldman Sachs (GS) who, in March, resigned by writing a scathing New York Times editorial. The raw and disturbing truths of his message are important to understand. ... by Todd Moerman | May 3, 2012 | Doctor/ Dentist, Retired, Working
Do you suffer from a behavior gap? The volatility of 2011 markets continues to prove that investors need two things 1) asset allocation and 2) commitment to a plan. As Dalbar has reported, investment returns (passive investing) have significantly outpaced average... by Todd Moerman | Apr 7, 2011 | Doctor/ Dentist, Retired, Working
Barron’s chooses Dimensional Funds at best mutual fund family of 2010. Dimensional Fund Advisors (DFA) is the manager of all the equity mutual funds we recommend to our clients. In today’s issue of Barron’s, DFA was ranked the best for 2010 in a special report...
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