According to Wikipedia, “Socially responsible investing (SRI), also known as sustainable, socially conscious, green, or ethical investing, is any investment strategy which seeks to consider both financial return and social good.” The idea of promoting social good through investment selection has been around for a long time, but gained worldwide prominence as part of the…
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With housing prices and rental rates reaching unprecedented heights in the Bay Area right now, it’s tempting to grab any spare cash you have and throw it at the first condo or house you can afford to buy. Indeed, the majority of residential rental property owners I’ve met over the last five years were non-professional…
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Despite the large number of mutual funds and ETFs that invest in equities, there are really only three primary strategies each of them follows. Let’s say you want to invest in the asset class comprising large cap U.S. stocks, whose benchmark is the S&P 500 index. You can invest in a fund that includes all…
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In 1989 author Michael Lewis, in his book Liar’s Poker, revealed that the role of a bond trader at Salomon Brothers, the biggest trading firm on Wall Street during the 1980s, was “to call someone he doesn’t know and try to sell that person something he doesn’t want.”  Dan Wheeler, the founder of Dimensional Fund…
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There has been much speculation recently as to when the Fed will raise interest rates.  The concern is that volatility in bond prices will spike and investors that have become used to bonds as a stable source of income will freak out.  If you haven’t started to worry about this, is now the time to…
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