Journey Financial helps you with retirement planning, college savings, estate planning, tax planning, investments

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Acton, Bedford, Burlington, Lexington, Lincoln, Maynard, Waltham, Westford
in MetroWest Massachusetts

 

 

 

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For Individuals: Learning

The information available here is primary about investing. For more comprehensive financial planning resources, please visit our exploring (for individuals) page. 

We want to hear what you think. Tell us what you want to know, what you think about the information below or submit an article via our contact us submission form. Depending on the source, sometimes we can reprint material; sometimes we can't. Because many of our favorite articles are from subscription services, we will always let you know how you can either link to or get a reprint from the source. Visit our blog too. 

Newsletters | SEC | White Papers | Articles | Presentations | Webinars

Journey Financial Planners Investment Newsletters

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The Security and Exchange Commission

Financial Fact Tool Kit
The Security and Exchange Commission's links to everything from investor guides to a very useful Consumers Almanac.

White Papers

Some Historical Perspective in 2008 (2009), DFA

Clarion Call (2009), Eugene Fama, Jr.

Defining Value and Growth (2008), Davis

People Begged to Invest with Him (2008), Wellington

Cultural Clarity (2008), Butler

Believe in Value and Small (2008), DFA

Turbulent Markets (2008), DFA

DFA vs ETF Commentary (2008), DFA

DFA: Dimensional Fund Advisors

Articles

Wary Investors Are Seeking Out Objective Voices (July 29, 2009) Wall Street Journal 

If You Know These Ten Things You've Got It Going On (March 2009), Journey Financial Planners, Delivered to the National Charity League Middlesex Chapter

Can You Afford to Retire (2007), OBS/DFA Publications

Sell All Your Mutual Funds—Yes, All (2007), OBS/DFA Publications

The Best Mutual Funds—DFA or Vanguard (2007), OBS/DFA Publications

OBS provides Turnkey Asset Management Portfolios (TAMP) and other services to Journey Financial Planners. OBS is also a Registered Investment Advisor.  
DFA: Dimensional Fund Advisors

 Helping Successful People Get Even Better (2003) Marshall Goldsmith, Business Strategy Review, London Business School.

Bridging the Gap, RIAs are rushing in to fill the widening gulf between big banks and their clients.    

Presentations

The Magic of Compounding: A Tale of Three Recent College Graduates (March, 2009), Journey Financial Planners, Delivered to the Class of 2012, National Charity League, Middlesex Chapter

Risk Dimensions Deliver (2009), OBS, Small outperforms Large & Value outperforms Growth History for 5—25 year periods

Webinars

What You Need to Know Now (Sept., 2009), Journey Financial Planners, The big picture of investing and how to go about it.

 

 

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