Clueless

(from Dan Solin’s Huffington Post blog, 2/8/2011 – click here for the original post) I’m sure Pat Dorsey is highly intelligent and very competent. He is the director of equity research for Morningstar, which is a big job that gives him access to vast resources about the stock and bond markets. As he noted in an article published January 17, 2010 in Money Magazine’s Investor’s Guide 2010 entitled “10 stocks that can keep running,” the analysts he works with at Morningstar cover 2000 stocks. Wow. With such an impressive background and extensive resources, I am… [read more]
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The Trouble with Talking Performance

One of the first things we’re often asked in meeting with prospective clients is for performance data.We fully expect the question and often know it is coming.The marketing efforts of the traditional brokerage model and the financial media have conditioned us to think it’s the only thing that matters.The only problem is, they’re wrong. We often reject the initial request for performance data as we don’t want it to cloud the decision making process for the prospective client in selecting a partner to help them plan their financial future.If someone goes into a financial planning… [read more]
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The Tipping Point?

Why does it seem like it takes someone’s death for the world to realize the value of their message?Michael Jackson’s Thriller is on track to be the first album in U.S. history to go triple diamond, selling more than 30 million copies.The estates of Marilyn Monroe and Elvis Presley have made millions more in the year’s since these stars have died.Although The Investment Answer was released last summer, it was only after author Gordon Murray’s passing in January that the media has been buzzing about his book.The Investment Answer, co-authored by DFA (Dimensional [read more]
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