In this edition, Harold Evensky explores the challenges facing sustainable and active funds, the implications of the new DOL Fiduciary Rule, and the value of long-term performance projections. With candid observations and critical analysis--read on to gain perspective on navigating the complex world of investing, the importance of risk management, and the role of fiduciary advisors in securing your financial future.
We hope you enjoy the latest Newsletter from Harold Evensky.
I thought I’d lead with some really impressive statistics. I just finished reading our latest ADV Part 2 (the SEC disclosure document provided annually to clients) describing the firm.
The planet’s billionaires are nearly $2 trillion poorer this year!
Enjoy the latest Newsletter from Harold Evensky.
“95 years ago, your crystal ball reveals: Russian debt default, LTCM fail, DotCom implosion, 9/11 attacks, financial crisis and great recession, pandemic killing millions, 3 market crashes. Would you put your money into stocks? No? You missed a 10X return.”
The Bluetooth logo is a bind rune merging the Younger Futhark runes(Hagall) (ᚼ) and (Bjarkan) (ᛒ), Harald’s initials.
We hope you enjoy the latest newsletter from Harold Evensky.
We hope you enjoy Harold Evensky's latest NewsLetter.
We hope you enjoy the December NewsLetter from Harold Evensky.
Enjoy Harold Evensky's latest Newsletter.
I realized that it’s been so long since I started my NewsLetter, most of you won’t know its origins. To bring you up to date, here’s the intro to the first one.
Read Harold Evensky's latest newsletter.
Read Harold Evensky's latest NewsLetter.
I don’t know if you’ve noticed, but the market’s been a bit bumpy lately, so I decided to send out my NewsLetter early to give you something to read other than financial pornography designed to scare the begeebies out of you.
I know that “experts” on what’s happening in the world have inundated you (and me) with pontifications, but I can’t resist putting my two cents in too, so I’ll start with the obvious. It’s scary as hell out there and with good reason. Covid-19 is expanding at a geometric rate, global economies are being decimated, and markets are in free fall.
Read Harold Evensky's latest Newsletter.
Mixing vegetables together may be fine for food (although it’s not my favorite), but it’s nonsense in the investment world. When you hire a money manager (e.g., a mutual fund), do you really care how good his or her sibling managers are if he or she is awful? Do your due diligence on the fund, not the family.
Read the latest newsletter from Harold Evensky.
Harold Evensky's quarterly letter to his readers.
Read Harold Evensky's most recent NewsLetter.
Harold Evensky's latest newsletter.
Retirement isn’t the sort of thing you can just jump into. Rather, it requires thoughtful planning and a modest amount of basic knowledge. Unfortunately, Americans seem to be sorely lacking in this regard.
Harold Evensky's most recent NewsLetter.
Read Harold Envensky's most recent Newsletter
Read the latest Evensky & Katz / Foldes Newsletter by Harold Evensky.
Harold Evensky's most recent Newsletter.
Morningstar looked at products from 852 fund families, and of those, only five had inflows of more than $10 billion so far in 2017. (In addition to Vanguard and iShares, they were Dimensional Fund Advisors, Pimco, and Schwab ETFs.) More than half the fund families — 439, amounting to 51.5% — had outflows.
Harold Evensky's newsletter to his readers.
I’m so proud that I’m bursting at the seams, and have to share it far and wide. On March 8, Deena, my partner, wife, best friend, and besherta, will be honored with the Alexandra Armstrong Award that “celebrates pioneers in the field of financial planning.
