In Context Newsletter

The Rule, Not the Exception 

The period from March 2009 through April 2010 was a great reprieve for investors. The S&P 500 Index had lost 51 percent from November 2007 through February 2009. Over the following 14 months, in one of the greatest rallies ever, it gained 65 percent.

Read more: In Context Newsletter - Summer 2010

Educated Investor

Overview: Co-authors Alan Spector and Keith Lawrence wrote Your Retirement Quest: 10 Secrets for Creating and Living a Fulfilling Retirement based on a decade of research and interviews with more than 200 retirees. The following article, an excerpt from their book, discusses how to take advantage of freedom from work obligations and stress, freedom of choice and action, and freedom to explore, discover and pursue your passions.

Read more: Retirement Freedoms

Other Articles

The New York Times

By RON LIEBER

Published: January 28, 2011

 

Dimensional Fund Advisors is probably the quirkiest company in all of financial services, drawing such passionate fans that people frequently refer to it as a religion (or, more dismissively, a cult).

Read more: Finding Success, Passionate Followers in Tow

Market Insights

The following addresses the “60 Minutes” segment from Sunday, December 19 on the state of municipal finances.

Read more: A Response to the “60 Minutes” Segment on Municipal Finances