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Mutual Fund Landscape
Dimensional’s 2019 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed their primary benchmarks after costs—and among top-ranked funds based on past results.
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With Shaquille O'Neal
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The Mastermind Principle
With Napoleon Hill
Strategic Coach
Dan Sullivan
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with John Wooden

Featured Articles

Mutual Fund Landscape

Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. Our objective is to assess the performance of mutual fund managers relative to benchmarks.* This year’s study updates results through 2018. The evidence shows that a majority of fund managers in the sample failed to deliver benchmark-beating returns after costs. We believe that the results of this research provide a strong case for relying on market prices when making investment decisions. This is a really good video on Mutual Fund Landscape from Dimensional. Also click below for full report.

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360° Health Coaching : Genome Sequencing for all?

Health care is on the move, with high costs of drugs the primary target and cancer and related disease are close behind.  The trend is called “personalized medicine” and it starts with getting your DNA story told (aka Genome Sequencing).  This is a small step with big implications for pharmacy and hospitalization costs.   Personalized medicine is a path to Pharma long term growth as tailoring treatment based on our personal characteristics is the new horizon. Genome Sequencing opens a new world of medicine as our genome profile can correspond to certain disease treatments and therapies with a reducing cost benefit.  

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Are these 6 requirements in place for your Family Office Success Planning?

1) The ability to prioritize goals and easily model strategies for reaching them. 2) Easily show the impact that decisions will have on your Family Office members financial picture. 3) Able to automatically monitor and track changes in your Family Office financial needs. 4) Able to easily gather relevant analytics to demonstrate your Family Office success. 5) Have established, repeatable processes for your Family Office planning. 6) The tools to easily create and update all of your Family Office members financial plans. Check out our new and improved website for more!

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What Trade War Are They Talking About?

If I believe the media a recession is imminent because of a global trade war.  Ooops. Global Trade has never been better balanced and more free. Trade war not in effect is the truth. Our top 4 trading partners are in order – Mexico, Canada, China and Japan.   First, the current Administration put tariffs on goods from each of these countries and has since rescinded them as negotiated trade deals are now in place with three of the four. The total of these three countries combined swamp the size of our trade with China.    Fact 1. Yes, Smoot Hawley was

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