False Negatives and False Positives
One of the things that makes the COVID-19 pandemic so challenging is false negatives. Early in the pandemic, it was clear that the consequences of infection are more severe for older people, a group my wife and I were surprised to discover includes us. We also learned that most infected people do not show symptoms […]
Inflation: An Exchange Between Eugene Fama and David Booth
With the economy starting to recover from the COVID-19 pandemic and investor concerns turning increasingly toward inflation, Dimensional Founder David Booth talked with Nobel laureate Eugene Fama about inflation and how investors should think about it in their portfolios. Excerpts from their conversation have been edited for clarity. ON PREDICTING INFLATION David Booth: Gene, you […]
Solving the Retirement Income Puzzle
TPC’s Michael Branham recently presented Solving the Retirement Income Puzzle, as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete the below information to receive access:
The Psychology of Retirement
TPC’s Dr Wm. “Marty” Martin recently presented The Psychology of Retirement, as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete the below information to receive access:
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and […]
Smart Ways to Seal 401(k) Leaks
Jack Towarnicky Jack Towarnicky previously served as executive director of the Plan Sponsor Council of America (PSCA). Towarnicky has over 40 years of corporate employee benefits experience, which includes leadership positions with four Fortune 500 companies. Towarnicky earned an LLM in employee benefits with honors from John Marshall Law School. His JD is from the […]
The 7 Things Successful Retirees Have in Common
TPC’s Andy Baxley recently presented, The 7 Things Successful Retirees Have in Common, as part of the Expedition to Retirement webinar series. To watch this informative webinar, complete the below information to receive access:
The Next Normal
Climate Change and Asset Prices
KEY TAKEAWAYS Financial markets process complex information every day. The impact of climate change is no exception. Academic research provides compelling evidence that prices in a variety of asset markets incorporate information about climate risk. These findings also suggest that firms have incentives to manage their climate risk exposure, as a higher exposure can result […]
Quarterly Market Review – 1st Qtr 2021
This report features world capital market performance and a timeline of events for the last quarter. It shows a global overview and features the returns of stock and bond asset classes in the US and international markets. The Planning Center, is a fee-only financial planning and wealth management firm. Email us at clientservices@theplanningcenter.com.
Beyond FIRE: An ode to creative retirement timelines
By Andy Baxley, CFP ®, CIMA ® Once upon a time, as a younger man, I was enamored with the FIRE (financial independence, retire early) movement. I read every book and blog post I could find on the topic. Guys with the strange names like Mr. Money Mustache and The Mad Fientist became personal heroes. […]
FANMAG: Because FAANGs Are so Yesterday
Key Takeaways FANMAG returns have been extreme relative to their contemporaries, but not their predecessors—their performance has been in line with the average top performers throughout US stock market history. The FANMAGs were the big winners from a broader group of large tech companies, most of whom have lagged the market. Following the popularity of […]
