Articles

The ABCs of Education Investing - Great article explaining the value of having a disciplined approach to saving and investing for higher education. (click here)

Total Cost of Ownership - Understanding the true cost of an investment, beyond just the expense ratio, is a key factor in realizing the highest possible return for your portfolio. This article delves into the often misleading world of mutual fund costs. (click here)

The Impact of Inflation - After almost a decade of low interest rates and low inflation, we may finally be seeing an increase in both.  Inflation is an important element of investing.  In many cases, the reason for saving today is to support future spending.  Therefore, keeping pace with inflation is a crucial goal for many investors. (click here)

Recent Market Volatility - Great Article from Dimensional Fund Advisors explaining how reacting emotionally and changing long-term investment strategies in response to short-term declines can prove more harmful than helpful. (click here)

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania - a great article from Dimensional Fund Advisors that helps investors view the role of Bitcoin relative to their overall portfolio. (click here)

Lessons for the Next Crisis - a great article from Dimensional Fund Advisors stressing the importance of sticking to your financial plan in the face of a volatile market. (click here)

Getting What You Don't Pay For - a great article from Dimensional Fund Advisors explaining the true cost of holding a mutual fund.  While expense ratios are a good indication, other less obvious costs, such as for trading, are examined. (click here)

The Profitability Premium - a great article from Dimensional Fund Advisors explaining the connection between current and expected profitability. (click here)

Active-Passive Powerhouse - Dimensional Fund Advisors was featured in this Wall Street Journal article describing their unique approach to investment management. Saranap Wealth Advisors is proud to be approved to offer our clients access to these great investment portfolios. (click here)

Back to School - a great article from Dimensional Fund Advisors providing insight to the often complicated topic of college savings. It's informative and written in a fun, easy to follow format that I think you'll enjoy.  (click here)

Market Reviews

2018, 3rd Quarter Market Review (click here)

2018, 2nd Quarter Market Review (click here)

2018, 1st Quarter Market Review (click here)

2017 Annual Market Review (click here)

2017, 4th Quarter Market Review (click here)

2017, 3rd Quarter Market Review (click here)

2017, 2nd Quarter Market Review (click here)

2017, 1st Quarter Market Review (click here)

2016, 4th Quarter Market Review (click here)

2016, 3rd Quarter Market Review (click here)

2016, 2nd Quarter Market Review (click here)