A Tale of Two Decades…

In this article, Dimensional Fund Advisors compares market returns across the 2000s and 2010s, highlighting the benefits of diversification and pursuing known drivers of higher expected returns: The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply…

Read More

Stock Talk Transcript — Summer Worries: Yield Curve Inversion

The following is a transcript of the 8/16/2019 episode of Stock Talk with Chief Investment Officer Chris Perras, of Oak Harvest Financial Group: Welcome to the Aug 16th edition of our weekly stock talk podcast, “keeping you connected to your money.” It’s summer. It’s blistering hot in Houston, with seven straight days over 100 degrees…

Read More

Investing vs. Gambling

By Chris Perras, Chief Investment Officer. Is the Stock Market Gambling? Over the years, we’ve heard from a lot of skeptical people that regard investing in the public stock markets as just another form of gambling. Unfortunately, this misinformed view could keep people from enjoying the financial rewards of thoughtful investment in the United States…

Read More

Getting What You Don’t Pay For

By James McFarland, Senior Portfolio Manager. Costs matter. Whether you’re buying a musical instrument, a new car, or selecting an investment strategy, the costs you expect to pay are probably going to play a big role in your decision. People rely on a lot of different information about costs to help inform these decisions. I’m…

Read More