16 Oct 2013

The Portfolio Assassin: Undisclosed Fees

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posted on 16th October 2013 in Austin CFP Team Posts & Your Financial Advisor

After a great meal, we generously tip the waiter. The dentist soothes our toothache and we happily pay for the relief. We don’t mind paying for services when the benefits justify the cost. Similarly, we don’t mind paying investment fees if performance warrants the expense. However, there are two reasons why brokerage fees are rarely […]

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14 Oct 2013

Congratulations to Prof. Eugene Fama for his Nobel Prize Win

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posted on 14th October 2013 in Market Commentary

All of us here at WorthPointe wish to congratulate Prof. Eugene Fama for winning the Nobel Prize in Economics. Most of our clients won’t remember us mentioning Prof. Fama’s work as we described the theoretical underpinning of our investment philosophy but, Eugene’s ideas (including the efficient market hypothesis and small, value, profitability stock premiums) underly […]

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04 Oct 2013

What Happens When Interest Rates Rise?

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posted on 4th October 2013 in Austin CFP Team Posts & Your Financial Advisor

Scott W. O’Brien, Director of Wealth Management According to Morningstar, in May the average bond fund dropped in value by nearly 7% when interest rates spiked. This followed much speculation about the possibility and timing of when the Federal Reserve may end their bond-purchasing program. The timing is important, as this program and the quantitative […]

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