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Securities

Yield Curve Inversion

by
Rick Miller
Ph.D., CFP® - Founder

August 24, 2018

Who’s afraid of the inverted yield curve? The financial press has been worrying about the yield curve[1] recently. The yield curve is “flattening,”[2] and that flattening “raises a warning flag.”[3] If you read the articles, you’ll see that the authors are most concerned about the possibility that the yield curve may become “inverted.” This raises [Learn more…]

Updating Preferred ETFs – An Analytical Approach

by
Edward Samp
May 30, 2018

2018 preferred ETFs

Every year, we review and update the preferred exchange-traded funds (ETFs) in Sensible Financial’s investment models. We focus on (1) minimizing tracking error, the difference in return between a fund and its benchmark index and (2) cost-efficiency – we want your investments to follow the model closely at the lowest possible cost. In our ETF [Learn more…]

Sensible Financial’s Preferred ETFs

by
Edward Samp
June 27, 2017

ETFs chart

Every year, Sensible Financial reviews each mutual fund holding to ensure that you are invested in the best possible funds consistent with your target allocation and investment strategy. In defining “best”, we consider two primary criteria: (1) cost and (2) tracking error relative to our target indices. 1). There are three primary cost categories for [Learn more…]

Should you be concerned about exchange traded funds (ETFs)?

by
Rick Miller
Ph.D., CFP® - Founder

September 30, 2015

A recent Wall Street Journal article raises concerns about exchange-traded funds (ETFs). Specifically, on August 24th, a day of extraordinary stock market volatility, several ETFs traded well below the values of their underlying securities (their net asset values or NAVs). You might wonder whether you should be concerned about this issue – after all, Sensible [Learn more…]

Taking Advantage of Lower ETF Fees

by
Rick Miller
Ph.D., CFP® - Founder

March 8, 2013

As competition increases, ETF fees continue to drop. Rick Miller comments on how Sensible Financial® Planning client’s benefit from lower fees. Read the full story here.

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The FAFSA Simplification Act and Financial Aid

The FAFSA Simplification Act makes adjustments to the FAFSA. How will it affect your college student and their financial aid?

The picture shows an older couple hiking on a beautiful day to represent retirement and the SECURE Act.

The SECURE Act 2.0 and Retirement

The SECURE Act 2.0 builds on the initial SECURE Act of 2019, changing the retirement planning space, and increasing retirement flexibility.

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This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

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