ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

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2014-02-25 Why Our Firm Uses DFA Funds by Dougal Williams, CFA (Article)

Research shows that 80% of active fund managers underperform their benchmarks. Index funds virtually eliminate this risk of underperformance. DFA, however, has engineered an even better mutual fund. This article explains key tenets of DFA’s approach and why our firm chose it over both active and index mutual funds.

2013-11-12 What Twitter’s New Millionaires Can Learn From Google by Dougal Williams (Article)

In what was one of the biggest launches this year for a technology company, social media giant Twitter had its IPO last week. The deal raised approximately $2.1 billion for Twitter, minting the biggest wave of Bay Area millionaires since 2012, when Facebook went public. Those whose bank accounts swelled as a result of Twitter’s IPO should heed the lessons learned by Google’s millionaires.

2010-12-28 The Squam Lake Report: Reforming the Financial System by Dougal Williams (Article)

Ken French and Robert Shiller were among a group of leading economists who, in the fall of 2008, convened what was to become known as the Squam Lake Group. Their recently released and much-talked about book offers its authors' collective best answer to a defining question of our day.

2009-09-01 Dougal Williams Responds: The Failure of Asset Allocation Funds by Dougal Williams, CFA (Article)

Dougal Williams' article two weeks, A Crash Course in Investing: Six Lessons from the Market Meltdown, also drew comments from a reader, who challenged the methodology Williams used when he argued that asset allocation funds have failed to deliver out-performance. Williams responds to those criticisms and offers new evidence of the failure in that fund category.

2009-08-18 A Crash Course in Investing Six Lessons from the Market Meltdown by Dougal Williams, CFA (Article)

The market decline from October 2007 to early March 2009 was the worst since the late 1930's. Stocks dropped 60%, investor uncertainty skyrocketed, and trust and confidence were shattered. The age-old rules for personal investing are now being questioned: Is Buy-and-Hold dead? Has Asset Allocation outlived its usefulness? Does Diversification still work? In this guest contribution, Dougal Williams provides answers to these questions that can serve as a guide for long-term investment success.


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