Summit Blog

After the Loss of Loved One, Your Mindset Around Money Might Shift

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The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, the last thing you want to think about is money. The unfortunate reality is that life moves on, and sooner …

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THE POWER OF PURPOSE

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In Drive: The Surprising Truth About What Motivates Us, bestselling author Daniel Pink presents some of the most compelling and useful research in the field of in human motivation.  One section, “The Good Life,” is …

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Buying Ourselves the Gift of Time

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Most adults are increasingly experiencing a time crunch.  The result is mounting stress and compromised health and vitality.  And yet, despite their best efforts, many individuals express frustration about not being able to bring tasks …

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Horses of Two Colors

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A bit earlier today, my daughter and I were at a local mall where they offered free horse drawn carriage rides.  As you can imagine by the word “free,” there was a long line so …

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The Markets Stink. Now what?

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The Markets Stink.  Now what?   2018 was a pretty good year for stock market returns…. Until October.  Since then we have been hit with very difficult performance.  A couple of weeks ago, the US …

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The Psychology of Giving

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Although a number of studies have focused on the effect of income on happiness, Elizabeth Dunn, a socialpsychologist at the University of British Columbia, also wanted to understand the effect of spending choices on happiness. For example, previous …

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DFA US Large Cap Value: What, Exactly, Am I Invested In? Part 2

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The US stock markets are still feeling jittery this week, although we are seeing some stabilization in the International Markets, something that rarely gets headline coverage here in the US.  The media bathes us in …

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What, Exactly, Am I Invested In?

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The stock markets were especially volatile last week.  Normally volatile would refer to something going up and down, but when used in the context of the stock markets, we tend to only think about negative …

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INCREASING HAPPINESS IS A MATTER OF INTENTION

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For many years, the prevailing theory was that individuals have a genetically determined happiness set point.   In other words, scientists believed that each person could temporarily experience more happiness (depending on circumstances, relationships, and …

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Should You Only Invest in the US Market?

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The front cover of Wall Street Journal showcased the news, “Propelled by Tech Stocks, Nasdaq Tops 8000 for the First Time”, followed by “Nasdaq Soars Past 8000 to Record” in even bigger print on the …

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Dimensional Fund Advisors – Tuning out the Noise

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We are constantly inundated with headlines and noise that feed our instincts to react.  In reality, a lot of the media voices we hear have little meaning for long term investors, and reacting to headlines …

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Dimensional Funds: A great perspective on the market’s recent downturn

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Here is a great perspective on the market’s recent downturn from Dimensional Funds Advisors:  

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