LAS VEGAS (January 19, 2011) — Jon Sonnen, CPA/PFS with Lauterbach Financial Advisors, gained enhanced education on investments, insurance, tax, estate, retirement and elder planning from some of the world’s foremost experts on those issues at the Advanced Personal Financial Planning Conference held January 9-12 in Las Vegas.
When you interview potential financial advisors, you should look for the advisor who gives the best advice and is the best fit for you. The best advisors begin earning their fee from the day they are hired by helping you determine your most appropriate asset allocation, according to your unique ability, willingness and need to take risk (what we call “risk personality”). This is what we do with every single investor who becomes a client.
David Booth, Co-CEO of Dimensional Fund Advisors has been named among “The Power 20 for 2011” by Investment News, a trade publication.
“The Power 20” is a group of regulators, industry leaders, and legislators that the publication believes that will influence the financial services industry in the year that just started.
Among others named in the list are included: Mary Schapiro (head of the SEC), legislators Sen. Tim Johnson and Rep. Spencer Bachus and Ben Bernanke.
You can access the complete “Power 20” list HERE (Free Registration Required).
David Booth is profiled HERE (Free Registration Required).
To see a video featuring David Booth explaining the story of DFA, please click HERE.
This week we recommend two articles, one from the New York Times, and the other from Larry Swedroe’s Blog.
A Dying Banker’s Last Instructions: Gordon Murray was a managing director at Lehman Brothers and Credit Suisse. He also worked at Goldman Sachs. For 25 years, he sold bonds to institutional investors like pensions and mutual fund managers, until he discovered the futility of trying to beat the market and decided to share his “discovery” to as many investors as possible. This article was published in the New York Times.
The Greatest Beneficiary of a Passive Investment Strategy? Your family: Larry Swedroe discusses how a switch in your investment philosophy can lead you to better relationships and to a more enjoyable life.
Lately, investors have been pouring money into gold (from ETF’s to bullion to coins) given the rise in prices and the fears about inflation. However, is gold really a good protection against inflation? Is there a better way to hedge inflation risk?
El Paso, TX, November 12, 2010. – Recognizing the importance of Social Security benefits as source of income for the majority of retirees, Lauterbach Financial Advisors has added Social Security planning to its client services.
While corporate bonds have had slightly better returns than Treasuries, it is important to consider all the historical evidence before adding them to your portfolio.
A number of public companies operate here in El Paso, Texas. Employees at those companies are often compensated with company stock. However, is keeping that stock a wise investment decision?
We would like to congratulate Berenice Perea, wife of Miguel Gomez, our Marketing Associate, for winning the Best of Show Award at the Sun Bowl Art Exhibit hosted by the International Museum of Art. Her piece is going to be purchased by the museum and will be part of its permanent collection.
In today’s weekly update, we present Larry Swedroe’s review of The Big Short, the controversial book by Michael Lewis that narrates some of the trickery that Wall Street did in the last few years that ultimately led to the the largest financial crisis since 1929. The book ranks #76 of the 100 top-selling books on Amazon as of October 29, 2010.
Book Review: The Big Short, from Larry Swedroe’s Wise Investing Blog.
As always, if you have any questions or comments, please Contact Us.