|11/8/2013 ||Whitley Penn Financial's Monthly Newsletter ~ October, 2013 |
| ||Whitley Penn Financial's Monthly Newsletter ~ October, 2013|
|7/10/2013 ||Whitley Penn Financial Quarterly Market Review ~ Q3 2013 |
| || Whitley Penn Financial's Quarterly Market Review for Q3, 2013
|8/30/2012 ||The Informed Investor By Thomas J. Rein, CPA/PFS |
| ||Tom Rein, Managing Director of Whitley Penn Financial, outlines the firm's process for providing superior service to our clients.
|9/24/2012 ||The Science of Investing |
| ||"Capital Markets Build Wealth ~ Rather than try to outguess the market, let it work for you."
|4/4/2013 ||The Failure of Active Fund Management |
| || The failure of actively managed mutual funds to beat their benchmark indices can be alarming. (2 pages)|
|4/4/2013 ||The Size and Value Effect |
| ||Market capitalization (size) and the growth/value "tilt" of an asset can affect its performance.
|4/4/2013 ||The Market's Response to Crisis |
| ||The financial markets may be more resilient than you may think. This piece examines how a 60/40 portfolio of stocks/bonds responds to crisis at one, three and five year post-event intervals.
|4/4/2013 ||Value Added: Efficient Market Investing |
| ||The differences between Asset Class, Active and Index management...
|4/4/2013 ||Mutual Fund Expenses |
| ||Internal mutual fund expenses can have a surprising effect on your overall investment returns...
|4/4/2013 ||The Randomness of Market Returns |
| ||The random returns of the various market sectors illustrate the lack of predictability in performance
rankings from one year to the next. The annual ranked sector returns show no
obvious pattern that can be exploited for excess profits, strengthening
the case for broad diversification across all sectors in the US stock
|9/3/2013 ||"The Broccoli and Pizza Portfolio" |
| || Dimensional
Fund Advisors Vice President Jim Parker discusses stock picking and market timing vs. having a balanced portfolio
|5/2/2013 ||"You Have To Be In Gold" |
| ||Dimensional Fund Advisors Vice President Weston Wellington discusses the recent decline in gold prices and the commodity's performance history|
|2/14/2013 ||Betting against the House |
| ||Dimensional Fund Advisors Vice President Weston Wellington discusses the perils of stock picking vs. full diversification|
|1/7/2013 ||2012: The Year It Didnít Happen |
| ||Dimensional Funds Advisors Vice President Weston Wellington analyzes the market watchers' failed prognostications for 2012|
|5/5/2012 || ||A Failed Experiment? |
| || |
An Article by Weston Wellington, Vice President, Dimensional Funds Advisors, discussing the merits of "time in the market" versus "market timing."
|9/4/2013 ||"The Death of Equities, Revisited" |
| || Dimensional Fund Advisors Vice President Weston Wellington takes a look at headlines from history and how they repeat themselves.
|Form ADV Part 2 Brochure|
|3/1/2013 ||Whitley Penn Financial, LLP Form ADV, Part 2 Brochure |
| || The Form ADV, Part 2 Brochure is a disclosure document that we are required to file annually by the Securities and Exchange Commission (SEC). This document describes and highlights in detail all aspects of our business so that our clients have full knowledge of how our services work.