The Geometric Blog
Mega IPOs: Unprecedented Scale and Impact
Summary: The scale of the upcoming mega IPOs is unlike anything we’ve seen before. Some index providers have rewritten rules to fast-track their inclusion. In contrast, certain systematic investment strategies intentionally exclude recent IPOs until lockup periods have expired and data is reliable; this approach helps avoid a drag on returns as newly listed stocks […]
How we calculate long-term financial planning assumptions
We build multi-decade financial projections for each of our clients to help quantify the long-term impact of near-term decisions. Doing so requires us to make long-term assumptions for equities, fixed income, and inflation.
Why owing a tax payment at filing time isn’t necessarily a bad thing (and is typically a good thing)
Nobody enjoys writing a check to the IRS or state tax authority when filing their annual tax return, but having to do so isn’t necessarily a bad thing. In fact, when viewed from a purely financial perspective, it’s typically a good thing.
John Morrison joins Geometric Wealth Advisors
I am excited to announce that John Morrison has joined Geometric as our Chief Investment Officer (CIO).
Geometric’s philosophy on global stock diversification
With the U.S. stock market[1] dramatically outperforming the rest of the world over the past 16 years, it would be understandable to question whether one should invest internationally at all, let alone allocate a significant portion of their portfolio to international stocks.
Tax-efficient fund placement (a.k.a. “asset location”) – how and why we do it
By managing all of a client’s accounts as a single, holistic portfolio, we’re able to implement a strategy of tax-efficient fund placement (also known as “asset location[1]”). This technique is especially valuable for high-earners in high marginal tax brackets.
How we develop a cash plan for each of our clients
We recommend that everyone have a specific plan to manage the cash balances in their bank accounts (“cash plan”). At Geometric, we work with our clients to create such a plan at the start of every new engagement.
Podcast interview with Dimensional’s CEO, Gerard O’Reilly
Earlier this year, Gerard O’Reilly (former rocket scientist and current co-CEO of Dimensional Fund Advisors) was interviewed on our favorite investing podcast, Rational Reminder. Gerard is obviously brilliant, but he’s also one of the best communicators in the investment world.
Inflation’s impact on your portfolio and balance sheet
With inflation in the headlines, some might be wondering about its impact on their portfolio or overall financial situation.
Trevor Sarif-Killea and Julie Higgins join Geometric Wealth Advisors
We are thrilled to introduce two new members of Geometric’s team, Trevor Sarif-Killea and Julie Higgins.