KeatsConnelly congratulates Nobel Laureate

fc_investment-managementKeatsConnelly congratulates Dr. Eugene Fama on receiving the Nobel Prize in Economics for 2013. This award is a validation of his enormous contributions to the field of modern finance which underlie many of the funds we use in client portfolios at KeatsConnelly.

Known as the “father of modern finance,” Dr. Fama and his academic partners have studied stock returns for decades to determine the real drivers for returns. Their findings are now widely accepted among academics but have been vigorously resisted by Wall Street. Why? Because Fama et al. showed that investors can capture most stock market returns passively and at a low cost without having to hire an expensive manager to try to outguess the millions of other investors whose collective bets produce the market price.

Dimensional Fund Advisors (or DFA), the fund company Dr. Fama himself helps oversee, builds its funds around the known return “factors” and keeps fund costs low. DFA does not need to pay for extensive stock research or star managers to deliver the true return of markets. After all, if the research confirms that a “passive” approach routinely does better than an active one over time, why pay the extra fees?

So we are proud to offer DFA funds and again congratulate Eugene Fama on his wonderful accomplishment. To learn more about Dr. Fama or the Dimensional approach, please click the link below.

To learn more about how KeatsConnelly can help you manage your portfolio in the US or Canada, please click on the links below.

KeatsConnelly US –

Tagged with: , , , , , ,
Posted in Cross-Border Blog
Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
Get Updates from Us