Brad Tinnon

Brad Tinnon

Articles of Interest

Throughout the week, I run across articles written by other people that may be of interest to you. This week, there are three articles I’d like to highlight.

The first article is from Dimensional Fund Advisors titled When Rates Go Up, Do Stocks Go Down. The Fed recently raised interest rates, so you may be wondering what happens to stocks in a rising interest rate environment.

The second article is from Mike Piper of Oblivious Investor titled Pick Your Own Asset Allocation. Mike discusses that it’s more important to weigh investment decisions based on evidence and arguments rather than weighing it based on the people who support certain strategies. Mike also brought up an interesting point stating that robo-advisors have a vested interest to make their portfolios seem complicated so that you think you can’t do it on your own. I recently wrote about this in Investment News.

The last article is from Dan Solin titled A Shocking Recommendation. Dan discusses the lower returns earned by investors who frequently move into and out of mutual funds – often times at the advice of an advisor. Dan goes on to talk about how investment management should not be complicated and that the main focus should be on financial planning to which I obviously agree. Lastly he discusses the benefit of advisors using Dimensional Fund Advisor (DFA) mutual funds and that there is evidence showing a person may achieve higher returns by titling a portfolio toward small and value stocks. This is something that we strongly believe in.

Hope you enjoy.

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Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™
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