Investing News And Commentary

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November 2, 2015

Video: A Foundation Built on Great Ideas

Many of the greatest advancements in finance have come from academic research. Dimensional Fund Advisors is a pioneer in translating those discoveries into practical investment solutions for clients. Dimensional's commitment to scientific research and its application to investment fundamental has produced over 30 years of outstanding performance, which is why at Orion Portfolios we use Dimensional funds for our clients who want long-term steady investment performance that is low-cost and tax efficient.

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October 20, 2015

Which Hat Are You Wearing?

"Most of us have multiple roles—as business owners, professionals, workers, consumers, citizens, students, parents and investors. So our views of the world can differ according to whatever hat we're wearing at any one time."

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October 8, 2015

Stocks Hit Over China, Fed, Oil

There is no use trying to sugarcoat it.  Stock markets around the world took a beating in the third quarter.  In fact, it was the worst quarter for stocks overall in four years, since the depth of the Euro crisis in 2011. The S&P 500 lost 6.9% in the quarter and the Dow Industrials lost 7.6%.  On a year-to-date basis, the S&P 500 was down 6.7% by quarter-end and the Dow was down 8.6%.  U.S. stocks are basically at their lowest levels in two years. 

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September 29, 2015

Investing: When to Sell

Stock markets around the world have had a very tough summer.  Most are down more than 10% from recent highs and volatility has increased substantially.  A currency devaluation and significant slowdown in China along with uncertainty about the Federal Reserve raising interest rates later this month are the main culprits.  Investors are nervous.  As I write this, the Dow is down more than 2,000 points since May and the S&P 500 Index is down 10% from its highs earlier this year.

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September 29, 2015

Large Tax Savings for Freelance Doctors

Doctors who earn self-employment income by working freelance are in a great position to save big on taxes in 2015 by establishing an IRS-approved qualified retirement plan called a small business defined benefit (DB) plan before December 31, 2015. 

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