Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information about…
On October 8th the Royal Swedish Academy of Sciences announced the winners of the 2018 Nobel Prize of Economics. This year, two American economists, Paul Romer of NYU and William Nordhaus of Yale University, will share the prestigious award for their…
One of the major objectives that the Investment Committee (IC) at Abacus had for 2018 was a review of the mix of bond investments used in our portfolios. The comprehensive review took more than the first half of the year…
Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience. “The important thing about an investment philosophy is that you have one you can stick with.” …
Every day, United Parcel Service (UPS) delivers 20 million packages across more than 220 countries and territories around the world and is forced to manage a rather significant carbon footprint from its 119,000 vehicles. The firm has set a number…
Last October, while fellow Investment Committee member David DeWolf[1] and I were attending a conference, David asked the speaker a very interesting and rather philosophical question, “Why should equities always go up?” We were both unsatisfied with the speaker’s answer…
Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.…
Recent events led Abacus, along with several other members of the DFA Sustainability Council, to request divestment from gun stocks. Abacus co-founders, Brent Kessel and Spencer Sherman, are both members of the DFA Sustainability Council. This group of advisors represents…
In March, Dimensional Fund Advisors launched the Emerging Markets Sustainability Fund. This is a core (total market) fund holding the vast majority of companies within the (approximately) 20 eligible emerging markets countries. It replaces the Emerging Markets Core Fund as…
We are pleased to announce that Lindsey Woodward is our newest member of the Investment Committee. Prior to joining Abacus, Lindsey was an analyst with Dimensional Fund Advisors, supporting Abacus and our Investment Committee with analysis of the strategies that make up a significant…