The Numbers Are In: Flexible Trading Helps Across Markets

This week's The Distillery is a recent article published by Dimensional Fund Advisors (DFA), our core mutual fund holding in client portfolios. One of the beautiful things about DFA is their disciplined and systematic approach to investing. However, it's not just the underlying holdings that add value, but the way that they flexibly trade their portfolios on a day-to-day basis. In a new study, they examine the price advantages of their flexible trading approach. Enjoy. Read More >

This Is The Most Fun Way To Make Your Life Awesome

This week's The Distillery isn't directly related to Financial Planning, but the messaging and exercise within the reading can be applied to anyone's Financial Plan as we all work towards living our highest values / "the most fun way to make our lives awesome," per the title of this week's The Distillery. Enjoy! Read More >

Is $1 Million Still Worth $1 Million?

This week's The Distillery is an interesting look at how the definition of "rich" has changed over the past two decades. Although an interesting piece, at the end of the day, we're all still in control of our own definitions of success and happiness. Enjoy! Read More >

Illusions of Safety

This week's The Distillery is an easy read speaking to our illusions of safety when it comes to investing. What may feel good doesn't always make the most sense. Investors are always presented with tradeoffs, and mixing our feelings doesn't make the decision-making process any easier. Enjoy. Read More >

On the bright side

This week's The Distillery is a rather blunt perspective on the value of Bitcoin written in authentic New Yorker prose (you can almost here the accent through the screen). But the harshness of the tone is also the beauty of the piece, as the author tells you exactly what he thinks of digital currencies without having to expel the mental energy to figure out what he is trying to imply. Enjoy. Read More >

Value’s Turn: Eerie Parallels to 1999

This week's The Distillery is not only another check-in on how the Growth to Value story is continuing to play out, but also how it compares to markets over 20 years ago! There's not enough to call this a trend yet, but it's certainly promising. Enjoy. Read More >

Don’t Let Lifestyle Inflation Reduce Your Return On Life

This week's The Distillery addresses recent inflation concerns, but not the inflation of goods and services. Instead, we consider lifestyle inflation over the past year and a half as lockdowns and COVID concerns has caused many of us to pull back on certain budget categories, and in turn are tempted to spend elsewhere in our budgets or big-ticket items. Read More >

7-Chart Sunday (5/2/21)

This week's The Distillery is a series of  nice visuals and charts that I think captures the most highlighted themes and messaging that investors have been exposed to over the last few weeks. I point you towards this piece not to get you overly excited as if nothing can go wrong, but to invite curiosity around what else remains that can go right... Enjoy! Read More >