FVIM's Insights

News and information about preserving your life savings

An Antidote to Doom & Gloom Investing

In our last post, Soul-Satisfying Investing , we explored the relationship between money and quality of life, and how there’s a big difference between investing for your life, versus investing becoming your life. One way to go about making this important connection is to begin with an optimistic outlook. For starters, you’ll probably feel better more often if you maintain a positive perspective. Beyond that, there’s plenty of empirical evidence that you’ll stand a better chance of achieving your most challenging goals – be they financial, personal or professional – if you remain upbeat along the way. Consider this quote from...
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Soul-Satisfying Investing

David F. Swensen is best known for his lengthy tenure as Yale University’s Chief Investment since 1985, and for the Yale Model for durable institutional fund management. It’s less well-known that he spent six years on Wall Street before accepting his academic post, forgoing the potential to earn hundreds of millions of dollars as a high-flying fund manager. True, being Yale’s CIO pays well enough, but nowhere near the levels portrayed by Leonardo DiCaprio’s character Jordan Belfort in “The Wolf of Wall Street.” Why did Dr. Swensen opt for a more modest lifestyle? In an NPR interview , he explains: “I...
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You and the Financial Media

In our last post > in which we celebrated Dr. Eugene Fama’s Nobel prize, we described how we relish our role of helping investors arrive at a disciplined strategy to carry them through toward their personal goals … come what may. As “come what may” unfolds, it is the duty and privilege of the financial media to report on it, and we would not want to be without that. But in a world of sources ranging from reliable to raving, how do you know which financial news warrants your attention, and which does not? Thinly Veiled Infomercials In newspapers and magazines,...
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Investing is Academic

In our last post, “ What’s Pizza Got To Do With Investing? ” we shared insights from a recent Dimensional Fund Advisors article on the value of adopting a sound, academic-based investment strategy instead of succumbing to popular financial cravings. An  October 14 press release from the Royal Swedish Academy of Sciences  further underscored the timeless value of this advice, when University of Chicago Professor and Dimensional Fund Advisors board member  Eugene F. Fama, was named a co-recipient of the 2013 Nobel Prize in Economic Sciences , in recognition for his contributions to the “empirical analysis of asset prices.”  In our...
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