by Justin Knapp | Jun 1, 2021 | Uncategorized
The Dynamic Spending Rule synopsis: To implement the dynamic spending rule, a retiree would calculate each year’s spending by taking a stated percentage of the prior year-end’s real portfolio balance. The investor would then determine a ceiling and a floor by applying...
by Justin Knapp | May 26, 2021 | Uncategorized
In eliminating barriers to investing in the stock market, is the app democratizing finance or encouraging risky behavior? Read Full Article Here (click here)… Written By: Sheelah Kolhatkar Published By: www.newyorker.com
by Justin Knapp | May 19, 2021 | Uncategorized
WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous...
by Justin Knapp | May 19, 2021 | Uncategorized
It’s 40 years ago this week that Dimensional Fund Advisors was founded. Here are five timeless investment lessons that one of its founders, DAVID BOOTH, has learned in that time. Early in my career, I was lucky enough to work on one of the first index funds. It was an...
by Justin Knapp | May 19, 2021 | Uncategorized
Greetings, Carl here. Humans are pattern-recognition machines. We see patterns everywhere! In fact, we’re so good at recognizing patterns that we often see them where they don’t even exist. This shows up frequently anywhere there are big bodies of data. And while...
by Justin Knapp | May 12, 2021 | Uncategorized
In This Issue: Growing Interest in Socially Responsible InvestingHome-Sweet-Home EquityMoney Market Funds in a Low Rate Environment May 2021 IWM Planning News (click here)…
