Skip to content

Hey, Chicken Little, the Sky Is NOT Falling!

By Curt Stowers | August 24, 2018 | Comments Off on Hey, Chicken Little, the Sky Is NOT Falling!
dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, volatility, stability, stock market

What was true in late summer 2017 (when markets were quite stable and volatility low) remains true now—yes, we’ll have some “storms” in the market; HOWEVER, the Chicken Little doomsayers have yet to be proven even marginally intelligent with their “The Sky is Falling!” clucking!

Read More

No, Indexing is NOT Going to Destroy the Market!

By Curt Stowers | August 17, 2018 | Comments Off on No, Indexing is NOT Going to Destroy the Market!
dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, indexing, index funds

John Bogle launched the first index fund in 1975 and was greeted with proclamations of “Bogle’s Folly,” and people have continued to throw darts at the concept of index investing. As of yet, they have not been able to “burst the bubble.” Today we discuss the misplaced notion that index investing will somehow result in significant pricing distortions in the marketplace.

Read More

An Alternate Reality You Need to Avoid!

By Curt Stowers | August 10, 2018 | Comments Off on An Alternate Reality You Need to Avoid!
dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, alternatives, alts, hedge funds, private equities, commodities, long-short strategies

I have a Ph.D. in industrial engineering with an emphasis in optimization theory. I have also put in the time and effort to earn my CFP® credentials. Yet I don’t spend a moment of time messing around with “alternatives.” In my opinion, all the hoopla around alts is merely marketing fluff and an effort to sell product. Disagree? Today’s article explains what the alts are—and shows you the data. You decide!

Read More

Graduate Level Investing – Share Repurchases vs. Dividend Payouts

By Curt Stowers | July 27, 2018 | Comments Off on Graduate Level Investing – Share Repurchases vs. Dividend Payouts
dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, graduate level investing, share repurchases, dividend payouts, share repurchases vs. dividend payouts

Today’s post is more of a “graduate level” topic, as it goes a bit deeper into pricing and valuation of stocks. This article compares and contrasts dividend payouts and share repurchases. Read on to understand how to apply this to your investment strategy.

Read More