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Outline - IYM Week 7 - Fixed Income Investing - Julie Bray & Peter Kote - Fall 2020
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“Fixed Income Investing” Presentation by Julie Bray & Peter Kote for the fall 2020 workshop series
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Cost of purchasing bonds
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What does the dealer earn in the sale of municipal bonds? Why is the transaction cost never listed when prices for bonds are quoted? Are individual dealers able to set their own prices for the bonds they offer? How much of a cut do they usually take?
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Another red flag as veteran bond fund manager raises white flag
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Market volatility and minuscule margin for error force Cowley from long-only investments; thrill is gone
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Market Risk & Time
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Range Of Returns on Stocks: 1926 to 1997
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Dimensional Fund Advisors ETFs
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Dimensional Fund Advisors is entering the world of exchange-traded funds where anyone with a brokerage account will have access to at least three DFA strategies.
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Outline - IYM Week 6 - Equity Investing - John Prichard, Kurt Beimfohr & Peter Kote - Fall 2020
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“Equity Investing” Presentation by John Prichard, Kurt Beimfohr & Peter Kote for the fall 2020 workshop series
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Knightsbridge Wealth Management - Fall Quarterly Market Commentary
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The world feels topsy turvy. We are in the midst of the sharpest recession since the Great Depression, businesses are closing left and right, and yet for many it doesn’t seem like a recession at all…
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Outline - IYM Week 7 - Fixed Income - Investing in Bonds - Kurt Beimfohr - 2020
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“Fixed Income Investing” by Kurt Beimfohr
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Outline - IYM Week 6 - Equity Investing - Investing in Stocks - Laura Tarbox - 2020
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“Equity Investing” by Laura Tarbox
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Dimensional Fund Advisors ETFs
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For the first time, individual investors will have direct access to coveted DFA strategies
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