Results for
Asset Class
Sorted Category
An International Pain In The…
06.28.2019
It’s always something! —Roseanne Rosannadanna For over 38 years, from January...
Performance Expectations II
04.24.2019
I ended last month’s article on performance expectations by asking the question,...
Performance Expectations
03.20.2019
Last year was challenging for investors. The broad stock market averages—the S&P...
Jack Bogle's Influence
02.03.2019
John C. “Jack” Bogle, the founder and former chairman of the Vanguard...
Keep Market Declines in Perspective
01.03.2019
During our traditional period of family gatherings, parties with friends, religious celebrations,...
Intellectual Curiosity
12.03.2018
As I pointed out in last month’s Asset Class, raw intelligence alone...
Intelligence Is Not Enough
11.01.2018
It is not enough to have a good mind; the main thing...
A History of Ups and Downs
09.14.2018
Our industry has a long and persistent habit of characterizing up and...
Alternative Reality
09.09.2018
Diversification has been called the only free lunch in investing. This idea...
Market “Corrections” Perspective
09.08.2018
Over the past couple of years, there has been a parade of...
Chaos, Order, and Consciousness
08.03.2018
Treat yourself like someone you are responsible for helping. This is the...
Dimensional Mutual Fund Landscape 2018
07.06.2018
Equius clients know that our asset class investing strategy has its roots...
Perspective on Value
06.07.2018
The ink had hardly dried on last month’s Asset Class (“Is It...
The Interview You'll Never See on CNBC
04.03.2018
Eric, a former colleague at Equius, moved back to Oklahoma City for...
Be a Financial Designated Driver
03.03.2018
Tim Slattery, an advisor friend of ours, starts out a meeting with...
Recent Market Volatility
02.03.2018
After a period of relative calm in the markets, in recent days...
Validation and Resolve
01.02.2018
We are entering 2018 on solid ground as asset class investors. The...