by Springwater Wealth | Jan 16, 2018 | Newsletter
One of our clients recently asked us if he was invested in the best exchange-traded funds. He readily accepts our investment management philosophy. He understands the importance of asset allocation, diversification, asset location (for tax efficiency), cost...
by Springwater Wealth | Aug 1, 2017 | Financial Planning, Investment Management, Services, Wealth Management
Professional money managers use various tools to measure the value of an investment. One common measure is the Price/Earnings ratio. To get a P/E ratio, take the price of a stock and divide it by its earnings. We will use Facebook. The closing price for FB (its ticker...
by Springwater Wealth | Jan 18, 2017 | Investment Management, Wealth Management
We’re pleased a present a look back at 2016 here, courtesy of the professionals at Dimensional Fund Advisors.
by Springwater Wealth | Oct 3, 2016 | Investment Management, Newsletter, Retirement Plans, Services
Most investors are aware that US stocks have out-performed many other asset classes over the past several years, with emerging markets and some developed markets generating particularly disappointing results. The main reasons for this disparity are relatively...
by Springwater Wealth | May 20, 2015 | Investment Management, Wealth Management
We’ve just added a number of new educational and informative videos to the Springwater library. You can view them on our website here.