by Bryan Wisda, CFP® | Oct 12, 2022 | Investment Management
Congratulations Professor Douglas Diamond on being awarded the 2022 Nobel Prize in Economic Science. Professor Diamond is a professor of finance at the University of Chicago. He is also an independent board member for Dimensional Fund Advisors (DFA). Professor Diamond...
by Bryan Wisda, CFP® | Aug 30, 2022 | Investment Management
Early in 2022, the Federal Reserve made statements of its intent to raise interest rates due to high inflation. This was not a subtle statement. It was an outright announcement. Rarely do financial advisors get to look into a crystal ball, this was one! By announcing...
by Bryan Wisda, CFP® | Apr 11, 2022 | Investment Management
One of the challenges of owning actively managed mutual funds comes when the mutual fund has unexplained poor performance and you resultantly want to sell the fund to replace it. Thus you have to evaluate your actively managed mutual funds versus embedded capital...
by Almega Wealth Management | Mar 12, 2022 | Advanced Planning, Financial Planning, Investment Management, Press Releases, Relationship Management, Retirement Planning, Wealth Management
The National Association of Personal Financial Advisors (NAPFA) is the premiere organization of fee-only financial advisors in the United States. To be recognized as a NAPFA-Registered Financial Advisor you must (1) be a Certified Financial Planner (CFP) or Personal...
by Bryan Wisda, CFP® | Mar 5, 2022 | Investment Management
With Russia at war, is now the time to buy gold? To learn the answer to this question please download our complimentary paper on this topic. To download click here.
by Bryan Wisda, CFP® | Dec 9, 2021 | Investment Management
Seldom does trying to time the market prove successful. Trying to time the market is a losers game. This video from DFA illustrates what happens when someone misses just a handful of days in the market.
