https://www.atxadvisors.com/accountable-update daily 0.75 2026-02-27 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1563301577469-OC795U715QPEY2ONFM24/image-asset.jpeg Accountable Update Blog https://www.atxadvisors.com/accountable-update/2026/2/27/gold-medals-and-the-discipline-of-compounding-jeff-weeks-cfp monthly 0.5 2026-02-27 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/9edbd6a4-48a0-4f8c-b5eb-457edbae0859/ChatGPT+Image+Feb+27%2C+2026%2C+03_29_43+PM.png Accountable Update Blog - Gold Medals and the Discipline of Compounding | Jeff Weeks, CFP® - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2026/1/30/the-five-habits-of-highly-successful-investors-jeff-weeks-cfp monthly 0.5 2026-01-31 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/ce9b6094-c222-4220-9c4f-072112004480/ChatGPT+Image+Jan+30%2C+2026%2C+09_45_43+AM.png Accountable Update Blog - 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2025 Market Review: A Great Destination at End of a Bumpy Road - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2025/11/28/the-money-decisions-that-matter-most-at-every-stage-of-life monthly 0.5 2025-11-28 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/7f8bc62b-b95d-48ea-98ea-6d0c5123687c/ChatGPT+Image+Nov+28%2C+2025%2C+01_44_07+PM.png Accountable Update Blog - The Money Decisions That Matter Most at Every Stage of Life - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2025/10/30/rethinking-guaranteed-income-when-to-insure-and-when-to-invest monthly 0.5 2025-10-31 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1de5bb76-78f5-492d-b130-b115bf4a142d/ChatGPT+Image+Oct+30%2C+2025%2C+09_55_37+PM.png Accountable Update Blog - Rethinking “Guaranteed” Income: When to Insure, and When to Invest - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/2672abf2-6d2f-4b1f-b7d1-f47e8bda0f5d/Screenshot+2025-10-31+080731.jpg Accountable Update Blog - Rethinking “Guaranteed” Income: When to Insure, and When to Invest - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2025/10/3/are-private-funds-in-401ks-a-good-idea monthly 0.5 2025-10-03 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/dbde0ed4-8d8e-4398-9078-5c89eaf5bebc/QuillBot-generated-image-2.png Accountable Update Blog - Are Private Funds in 401(k)s a Good Idea? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2025/8/30/is-a-coin-flip-a-good-retirement-plan monthly 0.5 2025-08-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/a14d78eb-83f5-4322-86a1-f1c77dbd3d80/ChatGPT+Image+Aug+30%2C+2025%2C+10_14_30+AM.png Accountable Update Blog - Is a “Coin Flip” a Good Retirement Plan? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2025/8/2/do-you-need-a-financial-advisor-maybe-not-but-you-might-want-one monthly 0.5 2025-08-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/daaacfe2-2766-48a6-885a-dbf92f283bfd/6bc7ff6d-5920-4b05-b934-84a1051a5a60.png Accountable Update Blog - Do You Need a Financial Advisor? 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But You Might Want One. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2025/7/5/one-big-beautiful-bill-what-investors-and-taxpayers-need-to-know monthly 0.5 2025-07-09 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/c619b8a2-76d3-42c1-a928-77f217427444/ChatGPT+Image+Jul+9%2C+2025%2C+01_22_15+PM.png Accountable Update Blog - One Big Beautiful Bill: What Investors and Taxpayers Need to Know - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2025/5/30/can-i-get-out-of-an-annuity-i-was-sold monthly 0.5 2025-05-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/e0c95b97-6afc-43e9-a136-88d45be7d99d/ChatGPT+Image+May+30%2C+2025%2C+01_21_21+PM.png Accountable Update Blog - Can I Get Out of an Annuity I Was Sold? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2025/5/2/youve-built-wealth-now-its-time-to-build-a-plan monthly 0.5 2025-05-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/a024bc8b-6f80-40d2-a3ed-23b94f8df787/ChatGPT+Image+May+2%2C+2025%2C+01_42_57+PM.png Accountable Update Blog - You've Built Wealth. 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Miss the best three months, and the total return falls to $4,655. • There’s no proven way to time the market— targeting the best days or moving to the sidelines to avoid the worst. Staying invested and focused on the long term helps to ensure that you’re in position to capture what the market has to offer. Source: Dimensional Funds Advisors https://www.atxadvisors.com/accountable-update/2025/1/30/why-tracking-errors-arent-all-bad-in-investing monthly 0.5 2025-02-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/00438b18-5db7-40b4-9a80-489c1fd566d2/baseball+error.jpg Accountable Update Blog - Why All Errors Aren't Bad in Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/dc18330d-e339-49d2-921a-a82e13e421a5/Assets+2015-2024.png Accountable Update Blog - Why All Errors Aren't Bad in Investing - Make it stand out A hypothetical $100,000 invested between 1/1/2015 - 12/31/2024 in these funds would have grown to: VFAIX - Vanguard 500 Index Admiral Fund - $341,360 DFSCX - DFA US Micro Cap Fund - $234,900 DFALX - DFA Large Cap International Portfolio - $172,080 VMFXX - Vanguard Federal Money Market - $118,640 Past performance is not a guarantee of future results. Actual returns may be lower. Data from Kwanti Analytics https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/4600bd52-4a03-4a73-ab12-b22b4715d326/Assets+2000-2009.png Accountable Update Blog - Why All Errors Aren't Bad in Investing - Make it stand out A hypothetical $100,000 invested between 1/1/2000 - 12/31/2009 in these funds would have grown to: DFSCX - DFA US Micro Cap Fund - $184,140 VMFXX - Vanguard Federal Money Market - $133,920 DFALX - DFA Large Cap International Portfolio - $115,090 VFAIX - Vanguard 500 Index Admiral Fund - $90,820 Past performance is not a guarantee of future results. Actual returns may be lower. Data from Kwanti Analytics https://www.atxadvisors.com/accountable-update/2025/1/9/q4-2024-market-review-an-analysis-of-market-dynamics monthly 0.5 2025-01-10 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/f9164102-5a53-4597-8d29-258db61380d7/q4+2024+Quarterly+Market+Summary.png Accountable Update Blog - Q4 2024 Market Review - An Analysis of Market Dynamics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/40c9b8f4-7554-4d59-9081-719c9f5c87fe/Q4+2024+World+Stock+Market+Performance.png Accountable Update Blog - Q4 2024 Market Review - An Analysis of Market Dynamics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/38d60c38-8cc6-46df-88f0-1f75ef7849d2/Q4+2024+Country+Returns.png Accountable Update Blog - Q4 2024 Market Review - 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Q3 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1728061434177-C74HBIOWZP41DN0QIYA5/Q3+2024+REITs.png Accountable Update Blog - Q3 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1728061440998-MFAKJHNLG1DQQPEF3IQ7/Q3+2024+Commodities.png Accountable Update Blog - Q3 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1728061448653-XFZMT2NDG463KS37V3TF/Q3+2024+Fixed+Income.png Accountable Update Blog - Q3 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1728061456141-F5H5K8W41U0E4JXTFKM5/Q3+2024+Global+Fixed+Income.png Accountable Update Blog - Q3 2024 Market Review https://www.atxadvisors.com/accountable-update/2024/8/30/convert-to-a-roth-ira-now-before-the-tax-man-cometh monthly 0.5 2024-08-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/127c554a-38a5-4df8-89e0-2055506508ca/Uncle+Sam+Heaven.jpg Accountable Update Blog - 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Screenshot from Envestnet MoneyGuide financial planning software. https://www.atxadvisors.com/accountable-update/2024/8/2/a-1000000-mistake-plus-a-few-estate-planning-tips monthly 0.5 2024-08-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/da9a8af6-e57c-4c9e-9cdb-9055b3a7beb0/Grieving+Widow.jpg Accountable Update Blog - A $1,000,000 Mistake Plus a Few Estate Planning Tips - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2024/7/22/q2-2024-market-review monthly 0.5 2024-07-24 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/f1d9222e-83ba-461d-a75b-1873516dc160/Q2+2024+Quarterly+Market+Summary.png Accountable Update Blog - Q2 2024 Market Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687278108-Y50U09FEWUIK55YL0U0Z/Q2+2024+Long+Term+Market+Summary.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687290292-IKFW2EMF1N2ABQLOBWUB/Q2+2024+World+Stock+Market+Performance.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687298889-HCNCH663OT12L6Z4FJZ6/Q2+2024+World+Stock+Market+Performance+12+mos.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687307251-FD5OLH8FIYSY276S408S/Q2+2024+US+Stocks.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687351208-Q04Y2L200FZ7P1EIJUEE/Q2+2024+International+Developed+Stocks.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687358378-WP3C01YZEPPUO59USOSX/Q2+2024+Emerging+Markets+Stocks.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687366285-8TB32DU1UM9XNJ6S0WPI/Q2+2024+Country+Returns.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687374997-DBR1PIB92WOYDG0L21UD/Q2+2024+REITS.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687382671-NFPZQYJ1JYVRPYKOWTDM/Q2+2024+Commodities.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687392011-CJZD3T3FQMVSOPBXAVZ3/Q2+2024+Fixed+Income.png Accountable Update Blog - Q2 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1721687398346-VAJOFQIY4T8XBVMLQG6Z/Q2+2024+Global+Fixed+Income.png Accountable Update Blog - Q2 2024 Market Review https://www.atxadvisors.com/accountable-update/2024/6/29/dont-be-schlossd-avoid-being-blindsided-by-schemes-in-the-investment-world monthly 0.5 2024-06-29 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/9af775d2-fa90-46fd-8a65-1c178fda2865/Designer.jpeg Accountable Update Blog - Don’t Be Schloss'd: Avoid Being Blindsided by Schemes in the Investment World - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2024/5/31/tax-planning-avoid-the-irss-dirty-dozen-scams monthly 0.5 2024-06-01 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/8aabb325-42d3-43a7-95d8-04ff20559ad2/_d6792a72-2465-44a5-9762-ed88aaf2df51.jpg Accountable Update Blog - Tax Planning: Avoid the IRS's "Dirty Dozen" Scams - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2024/5/2/navigating-the-uncertainty-of-assumptions-in-retirement-planning monthly 0.5 2024-05-03 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/07c8f3a8-5db6-4e6b-9b39-b06b794a8f42/Assumer.jpg Accountable Update Blog - Don’t be an Ass: Navigating the Uncertainty of Assumptions in Retirement Planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2024/4/8/q1-2024-market-review monthly 0.5 2024-07-22 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/433dec10-a67f-4708-b8d1-3bf435f675fc/Q1+2024+Quarterly+Market+Summary.png Accountable Update Blog - Q1 2024 Market Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605349760-8KYA73TBVJ3ZGHUEAHZJ/Q1+2024+Long+term+market+summary.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605372471-SYUZDPZ37WWJA058STW9/Q1+2024+World+Stock+Market.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605372323-S8R0LV3SNP7QRVC04TV8/Q1+2024+World+Stock+Market+12+mos.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605370694-GHSXGFWPO1L8KNDRMHVV/Q1+2024+Country+Returns.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605371551-BZQ3R9X2UK233DVU830Q/Q1+2024+US+Stocks.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605371463-1SE99EG5I3TV71C3LHAP/Q1+2024+International+Stocks.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605370724-RQMN5NSSWFWD11M6FOLK/Q1+2024+Emerging+Markets.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605369805-JD0SX7FZ75CN0II1D9Y3/Q1+2024+REITS.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605369738-UJX16YU8B8A1FO7GHOZL/Q1+2024+Commodities.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605368922-M87N0O6KXM9UDQGWY9V8/Q1+2024+Fixed+Income.png Accountable Update Blog - Q1 2024 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1712605368837-COI5A3G9ZG3MN7BQM6WR/Q1+2024+Global+Fixed+Income.png Accountable Update Blog - Q1 2024 Market Review https://www.atxadvisors.com/accountable-update/2024/3/1/are-alternative-investments-good-alternatives monthly 0.5 2024-03-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/9347ea23-a213-4a59-bb94-076dc0138d68/OIG2.jpg Accountable Update Blog - Are Alternative Investments Good Alternatives? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/89d9fe34-ca2f-4c60-b21c-632730cc2ec3/chart+%283%29.png Accountable Update Blog - Are Alternative Investments Good Alternatives? - Make it stand out The correlation coefficient between the SPY and AGG ETFs is currently around 65%. Source: Kwanti Analytics. Past performance does not predict future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/86391161-c454-4e13-abc7-9903ab88df2a/chart+%284%29.png Accountable Update Blog - Are Alternative Investments Good Alternatives? - Make it stand out The correlation coefficient between the VNQ, SPY and AGG ETFs. Source: Kwanti Analytics. Past performance does not predict future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/a2775bbe-4d35-494d-a007-1a0478905338/chart+%285%29.png Accountable Update Blog - Are Alternative Investments Good Alternatives? - Make it stand out Returns of a 60/40 portfolio invested 60% in SPY and 40% AGG, rebalanced quarterly vs 60/20/20 in 60% SPY 20% AGG 20% SRDAX from 5/1/2020 - 2/29/2024. Source: Kwanti Analytics. Past performance does not predict future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/a7018702-c780-4db2-a229-3a4dd9a285a2/chart+%286%29.png Accountable Update Blog - Are Alternative Investments Good Alternatives? - Make it stand out Correlation between Stone Ridge Diversified Alternatives (SRDAX) and Stocks (SPY), Bonds (AGG), and REITs (VNQ) have been low or even negative since 5/1/2021. Source: Kwanti Analytics. Past performance does not predict future results. https://www.atxadvisors.com/accountable-update/2024/2/2/do-elections-matter monthly 0.5 2024-02-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/18b9ae04-0c11-4841-b102-d01f01415b45/_afd4afdc-8c30-4673-8e9b-5df04f0c1683.jpg Accountable Update Blog - Do Elections Matter? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/e18ca793-3d9f-4196-920b-c06cd039bf23/US+Stocks+in+Election+Months.png Accountable Update Blog - Do Elections Matter? - Make it stand out Distribution of returns for Fama/French Total US Market Research Index, July 1926—December 2022. Source: How US Stocks Have Behaved in an Election Month https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/692afb8b-c5a0-47a6-b20a-abb23598a898/The+Market+and+US+Presidents.png Accountable Update Blog - Do Elections Matter? - Make it stand out Hypothetical $1 invested in the S&P 500 index 1926–2023. Source: The Market and US Presidential Elections https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/09b3713b-4fb2-40fe-a117-79f8f4289f6e/The+Market+and+Control+of+Congress.png Accountable Update Blog - Do Elections Matter? - Make it stand out Hypothetical growth of $1 invested in the S&P 500 index 1926–2023. Source: The Market and Control of US Congress https://www.atxadvisors.com/accountable-update/2024/1/5/q4-2023-market-review- monthly 0.5 2024-01-05 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/0df087e5-0eb5-4f6d-a687-5f08f7026373/q4+2023+quarterly+market+summary.png Accountable Update Blog - Q4 2023 Market Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470371064-6B58Q8KG6WID591EQICQ/q4+2023+quarterly+market+summary.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470389639-QC86MC552QTL3X0W5L8I/q4+2024+long+term+market.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470412506-0TOCTQ69WFH0KOJGF2F8/q4+2023+world+stock+market.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470431024-TJ36DXC1URN2DXF0FJ52/q4+2023+world+stock+market+12+mo.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470455229-QDE9P1DT7S16YLH1DD2R/q4+2023+us+stocks.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470462583-LMEGM7V9Q0WRGS492HSP/q4+2023+international+developed+stocks.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470470998-ZQ8J0EQHGQBN0I9PZEMU/q4+2023+emerging+market+stocks.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470478225-G97VL0XQ9AB45GWW9385/q4+2023+Country+returns.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470502138-1UEXLCBKT3HRGOR2CP9O/q4+2023+reits.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470510289-GAJOQNPGE9W6HR7ACUK8/q4+2024+commodities.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470518420-VAUCOLD4QV1KE8L618KW/q4+2023+fixed+income.png Accountable Update Blog - Q4 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1704470527579-D4ECIUMPNING026PI3HY/q4+2023+global+fixed+income.png Accountable Update Blog - Q4 2023 Market Review https://www.atxadvisors.com/accountable-update/2023/12/1/holiday-checklist-for-the-financially-saavy monthly 0.5 2023-12-01 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/19f1a882-f041-401e-87d8-f823ca5c2fc5/Santa+List.jpg Accountable Update Blog - Holiday Checklist for the Financially Saavy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2023/11/2/two-answers-for-students-of-the-market monthly 0.5 2023-11-03 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/c3bb83ff-bae1-41a8-8255-72e9809a59b8/_7d675ddc-8dfa-4410-b944-f43c9ddd8a2b.jpg Accountable Update Blog - Two Answers for Students of the Market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/819f9f4d-bc1b-4c35-b187-b8d5d7c9d794/5+Year+Performance.png Accountable Update Blog - Two Answers for Students of the Market - Make it stand out Source: Dimensional 2023 Funds Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/6f3bb030-62f1-4ce9-84e6-f99f7393d5d6/Year+by+year+returns+with+declines.png Accountable Update Blog - Two Answers for Students of the Market - Make it stand out Source: Frank Russell Company. They are also the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Data is calculated off rounded daily returns. US market is represented by the Russell 3000 Index. Largest intra-year decline refers to the largest market decrease from peak to trough during the year. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/bc350804-b89d-4310-a9ef-3b60873ad836/Missed+Opportunity.png Accountable Update Blog - Two Answers for Students of the Market - Make it stand out Source: Frank Russell Company https://www.atxadvisors.com/accountable-update/2023/10/6/q3-2023-market-review-d3yjs6 monthly 0.5 2023-10-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/177e2ae6-7a37-4e0b-89ae-de9270d6d23d/Q3+2023+Market+Review.png Accountable Update Blog - Q3 2023 Market Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614331886-SF8RN0GEIY3LKGEVCZI9/Q3+2023+Long-Term+Market+Summary.png Accountable Update Blog - Q3 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614331741-77MULUUZNZWP62UO271X/q3+2023+World+Stock+Market+Performance.png Accountable Update Blog - Q3 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614330907-3J3EYMTFKRRDL87JLVT1/Q3+2023+US+Stocks.png Accountable Update Blog - Q3 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614329757-QK91PCT1UKZE7C8XHX2Z/q3+2023+Country+Returns.png Accountable Update Blog - Q3 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614330710-VUW99W0LX0NVTI3LTKGH/Q3+2023+International+Developed+Stocks.png Accountable Update Blog - Q3 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614329908-IL83IAK38A1PFT7Y0ZXW/Q3+2023+Emerging+Markets+Stocks.png Accountable Update Blog - Q3 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614328959-XO8YJY6L7K0NPE9T6K18/q3+2023+Real+Estate+Investment+Trusts+%28REITs%29.png Accountable Update Blog - Q3 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614328844-9FBHD7UW4QRIUFG3JAAP/q3+2023+Commodities.png Accountable Update Blog - Q3 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614328017-Q58554GP055HF3NGJFGO/q3+2023+Fixed+Income.png Accountable Update Blog - Q3 2023 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1696614327911-IE8KV8HNNWU9Y2YPIVCE/q3+2023+Global+Fixed+Income.png Accountable Update Blog - Q3 2023 Market Review https://www.atxadvisors.com/accountable-update/2023/9/21/can-i-retire-4-mistakes-to-avoid monthly 0.5 2023-09-27 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/8ee1e346-ddd7-4449-a333-2c301f07b68a/pexels-gary-barnes-6248995.jpg Accountable Update Blog - Can I retire? 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Q3 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1633658622015-MWJ36ZO2GQIAZ60HJ2TL/q3+21+Impact+of+Diversification.png Accountable Update Blog - Q3 2021 Market Review https://www.atxadvisors.com/accountable-update/2021/9/30/can-you-outperform-a-hamster monthly 0.5 2021-10-01 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1633047525202-CSPM06DSIHKN3NBJ7SE3/Hamster.jpeg Accountable Update Blog - Can You Beat a Hamster? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1633037957007-22JYQEM50BK1EOUARKUP/Few+Equity+Funds.png Accountable Update Blog - Can You Beat a Hamster? - Make it stand out Exhibit 1. Few equity funds beat benchmarks over time. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1633045596854-FMKD6QFTFXOI28Q640T8/Past+Performance.png Accountable Update Blog - Can You Beat a Hamster? - Make it stand out Exhibit 2. Winners don’t continue winning. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1633046204831-KSXLFE03JXOUNTDM7R0I/Fees.png Accountable Update Blog - Can You Beat a Hamster? - Make it stand out Exhibit 3. Lower fees correlate to higher performance. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1633046931485-M6DY7CQGTNK4F0R40APT/Higher+expected+returns.png Accountable Update Blog - Can You Beat a Hamster? - Make it stand out Exhibit 4. Investing for size, relative price, and profitability has led to higher returns. https://www.atxadvisors.com/accountable-update/2021/8/12/take-your-lumps monthly 0.5 2021-08-13 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1628806415768-EM4AO22OMIEEHMVD5HPO/pexels-markus-spiske-92070.jpg Accountable Update Blog - Take Your Lumps? - Make it stand out Photo by Markus Spiske from Pexels https://www.atxadvisors.com/accountable-update/2021/8/4/should-you-be-worried-about-inflation monthly 0.5 2021-08-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1628178566450-242IMRUYWIQ39UX696LO/pexels-pixabay-276147.jpg Accountable Update Blog - Should You Be Worried About Inflation? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1628112408849-O2GVD80BZBLSWEOVV22Z/Inflation+Mentions.png Accountable Update Blog - Should You Be Worried About Inflation? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2021/7/9/q2-2021-market-review monthly 0.5 2021-07-09 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625838450273-QK8EQELVCQMCLFGDSLHS/Q2+21+Quarterly+Market+Summary.png Accountable Update Blog - Q2 2021 Market Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625840075491-XVTH6BIPS11P78I50R8L/Q2+2021+Long+Term+Market+Summary.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625840516424-AO3GO01G4TFNJKHYZLF9/q2+2021+World+Stock+Market+Performance.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625840605160-XUO6LKDF6J2B3PTYX0HL/q2+2021+World+STock+Mrkt+Perf+12+mos.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625840657425-CNNWYIYRVIWKJGWHEE41/q2+2021+world+asset+classes.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625840859200-F4G2NHIP86IPB16DI54M/q2+2021+us+stocks.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625841205866-02806VYGUU67KIAXPTUL/q2+2021+Intl+Developed+Stocks.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625841333273-5Z6QF1D4FIP1NQIWRVY2/q2+2021+emerging+market+stocks.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625841414500-ZL97B19BMT3CBYC6UPJV/q2+2021+select+market+performance.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625841509759-TE4KQHWIZ96357TPTTBT/q2+2021+select+currency.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625841601040-7Z3F9DD22JWPG36BADYL/q2+2021+reits.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625841716169-RL6SBIX7RFYD287TE9YZ/q2+2021+commodites.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625841844949-CEMD20FV48E2JC4P1D5R/q2+2021+fixed+income.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625841945186-YDBKLVZAB7WKKW1V558M/q2+2021+global+fixed+income.png Accountable Update Blog - Q2 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625842010199-KXQQANBJA1YVQSONKXPK/q2+2021+impact+of+diversification.png Accountable Update Blog - Q2 2021 Market Review https://www.atxadvisors.com/accountable-update/2021/7/2/how-to-build-equity monthly 0.5 2021-07-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1625260170668-LIG0G5E1N5Z9WZP14PPK/pexels-rodnae-productions-7414221.jpg Accountable Update Blog - How to Build Equity - Make it stand out Photo by RODNAE Productions from Pexels https://www.atxadvisors.com/accountable-update/2021/5/27/death-taxes-and-death-taxes monthly 0.5 2021-05-28 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1622141540384-9RWS7IORXSO6HE65RTPV/pexels-pavel-danilyuk-7317669.jpg Accountable Update Blog - Death, Taxes, and Death Taxes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1622141972183-6XN9KV10CLDKQ8ZK2RPU/LTCG+and+Estate+Tax+Example.jpg Accountable Update Blog - Death, Taxes, and Death Taxes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.atxadvisors.com/accountable-update/2021/4/9/q1-2021-market-review monthly 0.5 2021-04-09 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1617972803576-9EUPIFZR9CXIFWCI16UW/Q1+2021+Quarterly+Market+Summary.png Accountable Update Blog - Q1 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1617975427849-UK8EPI5KAJAPRYTRK41Q/Q1+2021+Long+Term+Market+Summary.png Accountable Update Blog - Q1 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1617975427288-PUP7RDUZRB2HWUHS86OX/Q1+2021+World+Stock+Market+Performance.png Accountable Update Blog - Q1 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1617975426544-VCK2OD8ZCY0WUS4H0GII/Q1+2021+World+Stock+Market+Performance+12+Mos.png Accountable Update Blog - Q1 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1617975425714-JZE5QMF86SCTL5E6IE6Z/Q1+2021+World+Asset+Classes.png Accountable Update Blog - Q1 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1617975424139-UAH7LNDJD0HH0BURGPJ8/Q1+2021+US+Stocks.png Accountable Update Blog - Q1 2021 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1617975423748-FS1ME7NFX13YAO24X17D/Q1+2021+International+Developed+Stocks.png Accountable Update Blog - 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There is no guarantee an investment strategy will be successful. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Image courtesy of Dimensional Funds. https://www.atxadvisors.com/accountable-update/2020/8/7/tracking-the-value monthly 0.5 2020-08-17 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1597415722937-LB1DTV9145NG3QX1YMEQ/pexels-chad-russell-2480315.jpg Accountable Update Blog - Driving for Value Tesla is an extreme example of a growth company. Photo by Chad Russell from Pexels. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1597414340719-WAATN4VZNICIZVVVYOWO/Value+v+Growth.png Accountable Update Blog - Driving for Value Past performance is no guarantee of future results. Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. 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But.... https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1591364332842-O7EBUGNDSTYRT7NSYDXV/mkt-9992-under-the-macroscope-e2.png Accountable Update Blog - Good News! But.... Past performance is not a guarantee of future results. https://www.atxadvisors.com/accountable-update/2020/5/27/embrace-the-suck-recessions-and-stocks monthly 0.5 2020-06-04 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1590708404628-RFC4Y004RY0UH32SBLZT/army-crawling-man-military-70576.jpg Accountable Update Blog - Embrace the Suck: Recessions and Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1590682254692-H74IRCIADMUISLJT9029/Panel+A.jpg Accountable Update Blog - Embrace the Suck: Recessions and Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1590682462294-75NUMLYHP7S421ZFNPSV/Panel+B.jpg Accountable Update Blog - Embrace the Suck: Recessions and Stocks Past performance is not a guarantee of future results. Annual GDP growth rates obtained from the US Bureau of Economic Analysis. GDP growth numbers are adjusted to 2012 USD terms to remove the effects of inflation. Annual US equity premium is return difference between the Fama/French Total US Market Research Index and One-Month US Treasury Bill. Equity premium data provided by Ken French, available at mba.tuck.dartmouth.edu. Eugene Fama and Ken French are members of the Board of Directors of the general partner of, and provide consulting services to, Dimensional Fund Advisors LP. “One-Month Treasury Bills” is the IA SBBI US 30 Day TBill TR USD, provided by Ibbotson Associates via Morningstar Direct. https://www.atxadvisors.com/accountable-update/2020/5/7/q1-2020-market-review monthly 0.5 2020-05-11 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588861012504-XN0ROPNEEY2S3NGBSIH6/Q1+2020+Quarterly+Market+Summary.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866681764-6M57I19JMHFUT89KIZXH/Q1+2020+Long+Term+Market+Summary.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866687363-EZ5I1361VJEJTTHGB8IV/Q1+2020+World+Stock+Market+Performance.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866694180-BAD438SN8RKO9DJ5JGZN/Q1+2020+World+Stock+Market+12+Mos.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866699203-CNRHP9PBL1A0IDVU8RBY/Q1+2020+World+Asset+Classes.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866706741-PAN1VXBYX46QQAM17KKV/Q1+2020+US+Stocks.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866711972-86S1XB28F7J3GAJ3H6DC/Q1+2020+International+Developed+Stocks.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866738506-O9NH7BVUYI47ZDJTKXAE/Q1+2020+Emerging+Markets+Stocks.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866743340-IOVZ2CFZKZTE6FZAJLIF/Q1+2020+Select+Market+Performance.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866748944-IA5CENJ1P7F33OYG3MTT/Q1+2020+Select+Currency+Performance.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866756679-KHZAXC0CPU64ZPQL4PWU/Q1+2020+REITs.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866772757-O7KCMWN7SUSMLLLDAJ93/Q1+2020+Commodities.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866774050-JKCQCFZUF82SKTRUFDIL/Q1+2020+Fixed+Income.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866774813-ISZT5YJ1FPLGCBXS256J/Q1+2020+Global+Fixed+Income.png Accountable Update Blog - Q1 2020 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1588866775890-ASVKAK0KWEHNECP6FL8J/Q1+2020+Impact+of+Diversification.png Accountable Update Blog - Q1 2020 Market Review https://www.atxadvisors.com/accountable-update/2020/4/17/its-a-great-friday-for-6-estate-planning-tips monthly 0.5 2020-04-17 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1587139867781-244VSWC0S22U5I74MHB0/Plague+Mask.jpeg Accountable Update Blog - It's a Great Friday for 6 Estate Planning Tips https://www.atxadvisors.com/accountable-update/2020/3/22/dont-just-do-something monthly 0.5 2020-03-22 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1584894944075-WGFRH69X4A3FD60TWHVX/girl-in-red-shirt-and-black-shorts-kicking-a-soccer-ball-3886248.jpg Accountable Update Blog - Don't Just Do Something! Photo by Retha Ferguson from Pexels https://www.atxadvisors.com/accountable-update/2020/3/13/coronavirus-correction-now-what monthly 0.5 2020-03-13 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1584116160088-DYYZNDGSYU10OW120FZ7/IMG-2516.jpg Accountable Update Blog - Coronavirus Correction, Now What? Egg aisle at my HEB yesterday https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1584115679014-27DKA8YRDQPQZK75YNDF/Sudden+Market+Downturns.png Accountable Update Blog - Coronavirus Correction, Now What? Past performance is no guarantee of future results. Periods in which cumulative return from peak is -10%, -15%, or -20% or lower and where a recovery of 10%, 15%, or 20% from trough has not yet occurred are considered downturns. For the 10% threshold, there are 3,442 observations for 1-year look-ahead, 3,396 observations for 3-year look-ahead, and 3,345 observations for 5-year look-ahead. For the 15% threshold, there are 3,175 observations for 1-year look-ahead, 3,167 observations for 3-year look-ahead, and 3,166 observations for 5-year look-ahead. For the 20% threshold, there are 2,561 observations for 1-year look-ahead, 2,560 observations for 3-year look-ahead, and 2,560 observations for 5-year look-ahead. 1-year, 3-year, and 5-year periods are overlapping periods. The bar chart shows the average returns for the 1-, 3-, and 5-year period following market declines. Data provided by Fama/French, available at mba.tuck.dartmouth. edu/pages/faculty/ken.french/data_library.html. Eugene Fama and Ken French are members of the Board of Directors of the general partner of, and provide consulting services to, Dimensional Fund Advisors LP. Short-term performance results should be considered in connection with longer-term performance results. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. https://www.atxadvisors.com/accountable-update/2020/3/9/happy-anniversary monthly 0.5 2020-03-09 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1583772340428-87HFA7JG22IVKTFDCLUS/close-up-of-beer-glass-against-black-background-255483.jpg Accountable Update Blog - Happy Anniversary? https://www.atxadvisors.com/accountable-update/2020/2/7/should-you-worry-about-coronavirus monthly 0.5 2020-02-07 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1581023784232-NZ59F37GLDTG8K0W87I1/man-wearing-face-mask-3571628.jpg Accountable Update Blog - Should You Worry About Coronavirus? 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Q4 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1578939095408-I3K9GPPUYS20454RAIIL/Q4+2019+Select+Currency+Performance.png Accountable Update Blog - Q4 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1578939135825-TQ0ZZZJZ17XX1FBIV6RQ/Q4+2019+REITS.png Accountable Update Blog - Q4 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1578939181783-E141JTQA53XBEUHZK313/Q4+2019+Commodities.png Accountable Update Blog - Q4 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1578939217278-N8U9VLWXGWEEUCUAVAZK/Q4+2019+Fixed+Income.png Accountable Update Blog - Q4 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1578939262659-Z1HVUP8FEVYNN0W6A8RD/Q4+2019+Global+Fixed+Income.png Accountable Update Blog - Q4 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1578939354137-2YIGN4UNMAFCO7GN1DFK/Q4+2019+Impact+of+Diversification.png Accountable Update Blog - Q4 2019 Market Review https://www.atxadvisors.com/accountable-update/2019/11/15/dfa-how-markets-work-and-the-faang-mentality monthly 0.5 2019-11-15 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1573824522214-QYHN5QLURER8XKV1HJMQ/animal-bear-bored-close-up-451225.jpg Accountable Update Blog - DFA: How Markets Work and the FAANG Mentality Photo by Magda Ehlers from Pexels https://www.atxadvisors.com/accountable-update/2019/11/8/dfa-value-judgments-viewing-the-premiums-performance-through-historys-lens monthly 0.5 2019-11-15 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1573224282665-7WG4225W8ZC8K7E3LO8S/person-standing-infront-of-a-display-window-3056059.jpg Accountable Update Blog - DFA: Value Judgments: Viewing the Premium’s Performance Through History’s Lens https://www.atxadvisors.com/accountable-update/2019/10/11/a-tale-of-two-decades-from-dfa monthly 0.5 2019-10-11 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570800616996-XX18JDQJWH0LLEJ9C7SG/woman-hand-girl-glass.jpg Accountable Update Blog - A Tale of Two Decades from DFA https://www.atxadvisors.com/accountable-update/2019/10/4/q3-2019-market-review monthly 0.5 2019-10-04 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570195940824-X70IP0PBZD9YFIXBLH5G/Q3+19+Market+Summary.png Accountable Update Blog - Q3 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198376546-4G232AMCKAZRKU2CYX9B/Q3+19+Market+Summary.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Quarterly Market Summary https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198147709-NSU6IY5WSVHGCSR3Y3S9/Q3+19+Long+Term+Market+Summary.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Long Term Market Summary https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198203016-K00F2HQM2DIU4FEB61DO/Q3+19+World+Stock+Market+Performance.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 World Stock Market Performance https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198282646-4HKG6RWXHFIKQNVCB3NA/Q3+19+World+Stock+Market+Performance+12+Mos.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 World Stock Market Performance 12 Months https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198357092-UXPC7SG8D12SVWCHR24R/Q3+19+World+Asset+Classes.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 World Asset Classes https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198427416-P0B4CT6F1EI3Q8XK0N39/Q3+19+US+Stocks.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 US Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198523157-S8HZOY7AAGCWRX4AMFKK/Q3+19+International+Developed.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 International Developed Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198585426-IRWJAYQJXFLO640PEASC/Q3+19+Emerging+Markets.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Emerging Markets Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198634639-UU85NUMOB6J7AR1NTD5R/Q3+19+Select+Market+Performance.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Select Market Performance https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198672875-TKJXMNJODJI843A75B4V/Q3+19+Select+Currency+Performance.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Select Currency Performance https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198714052-JI4SIQQ2JILEEB82V8SK/Q3+19+Real+Estate+Investment+Trusts.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Real Estate Investment Trusts (REITs) https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198753516-8E6J160PV16WJU50K4F5/Q3+19+Commodities.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Commodities https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198786305-YC3AM5QU1INYM5WIKL8I/Q3+19+Fixed+Income.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Fixed Income https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198817021-OCQL3SLAV9NP3LRYPNVZ/Q3+19+Global+Fixed+Income.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Global Fixed Income https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1570198861008-OK8XUXEU97FL3BGFDZK8/Q3+19+Impact+of+Diversification.png Accountable Update Blog - Q3 2019 Market Review - Q3 2019 Impact of Diversification https://www.atxadvisors.com/accountable-update/2019/9/6/retirement-readiness-calculator monthly 0.5 2019-09-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1567785268325-OUSACQH01TVHB0NOWOEP/My+Retirement+Income+Report+Screen+Shot.png Accountable Update Blog - Retirement Readiness Calculator My Retirement Readiness Calculator Sample Report https://www.atxadvisors.com/accountable-update/2019/8/22/tips-for-dealing-with-market-volatility monthly 0.5 2019-08-25 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1566569566574-GLCD9HN1LULQ6KQ345SJ/Nickel.jpeg Accountable Update Blog - 2 Tips for Dealing with Market Volatility https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1566502205921-38KHWC5RIGH8AG5FMOBD/Intra+Year+Declines.png Accountable Update Blog - 2 Tips for Dealing with Market Volatility US Large Cap Market Intra-year Gains and Declines vs. Calendar Year Returns https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1566505302624-29HZKIGB0KVRJN9QSUFA/Reacting+Hurts+Performance.png Accountable Update Blog - 2 Tips for Dealing with Market Volatility Missing a few good days can dramatically hurt your stock market performance. https://www.atxadvisors.com/accountable-update/2019/8/9/high-flying-ipos-often-come-back-to-earth monthly 0.5 2019-08-09 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1565365015722-VOMV28XD22DED0X1504F/stock+chart.jpeg Accountable Update Blog - High Flying IPOs Often Come Back to Earth https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1565363200784-RV1M447ZPBOP1M2B7MAM/IPO+Activity.png Accountable Update Blog - High Flying IPOs Often Come Back to Earth Source: Dimensional using Bloomberg data. The sample includes US market IPOs, including US-domiciled companies and foreign-domiciled IPOs in the US, with an offering date between January 1, 1991, to December 31, 2018. Excluded from the sample are IPOs with an offer price below $5, unit IPOs (common stock and warrants), and IPOs involving real estate investment trusts, closed-end funds, American depository receipts, partnerships, and acquisition companies. IPO categories (small, mid, and large) are based on market cap rank relative to all US-domiciled common stocks as of the most recent month-end. Large, mid, and small cap are defined as firms that rank in the top 500, 501–1,000, and >1,000 by market value, respectively. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1565363618946-JIWOXG2LADSAIPUE7CMJ/IPO+Analysis.png Accountable Update Blog - High Flying IPOs Often Come Back to Earth Past performance does not guarantee future results. Source: Dimensional using Bloomberg data. The sample includes US market IPOs, including US-domiciled companies and foreign-domiciled IPOs in the US, with an offering date between January 1, 1991, to December 31, 2018. Excluded from the sample are IPOs with an offer price below $5, unit IPOs (common stock and warrants), and IPOs involving real estate investment trusts, closed-end funds, American depository receipts, partnerships, and acquisition companies. The hypothetical IPO portfolio is formed December 31, 1991, and is rebalanced monthly to include all firms with an IPO during the prior 12-month period. Weights are based on prior month-end market capitalization. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indices. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.atxadvisors.com/accountable-update/2019/7/26/10-questions-for-every-investor monthly 0.5 2019-07-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564149930783-2I1L8VS8X9A0BHJTOM3S/Lightbulbs.jpeg Accountable Update Blog - 10 Questions for Every Investor https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564148083411-YLDPAYLC0SH20E8DGA9F/Embrace.png Accountable Update Blog - 10 Questions for Every Investor In USD. Source: Dimensional, using data from Bloomberg LP. Includes primary and secondary exchange trading volume globally for equities. ETFs and funds are excluded. Daily averages were computed by calculating the trading volume of each stock daily as the closing price multiplied by shares traded that day. All such trading volume is summed up and divided by 252 as an approximate number of annual trading days. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564148309058-ASRLG2Z1TTNK9AMGQA98/US+Mutual+Fund+Performance.png Accountable Update Blog - 10 Questions for Every Investor Source: *Mutual Fund Landscape 2019, Dimensional Fund Advisors. See Appendix for important details on the study. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564148437740-TVIJR4UII39USKEQTFMI/Percentage.png Accountable Update Blog - 10 Questions for Every Investor Source: Mutual Fund Landscape 2019, Dimensional Fund Advisors. See Appendix for important details on the study. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564148554812-DECA8G9P6RDQIVS1HXMP/Growth.png Accountable Update Blog - 10 Questions for Every Investor In USD. US Small Cap is the CRSP 6–10 Index. US Large Cap is the S&P 500 Index. Long-Term Government Bonds is the IA SBBI US LT Govt TR USD. Treasury Bills is the IA SBBI US 30 Day TBill TR USD. US Inflation is measured as changes in the US Consumer Price Index. CRSP data is provided by the Center for Research in Security Prices, University of Chicago. S&P data © 2019 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Long-term government bonds and Treasury bills data provided by Ibbotson Associates via Morningstar Direct. US Consumer Price Index data is provided by the US Department of Labor Bureau of Labor Statistics. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564148653481-0R3ZBOKI0RZXKDFOIW2A/Dimensions.png Accountable Update Blog - 10 Questions for Every Investor Relative price is measured by the price-to-book ratio; value stocks are those with lower price-to-book ratios. Profitability is measured as operating income before depreciation and amortization minus interest expense scaled by book. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564148769057-7KCMK99F76KJ3I2BTMVM/Practice+Smart.png Accountable Update Blog - 10 Questions for Every Investor Number of holdings and countries for the S&P 500 Index and MSCI ACWI (All Country World Index) Investable Market Index (IMI) as of December 31, 2018. S&P data © 2019 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. MSCI data © MSCI 2019, all rights reserved. International investing involves special risks, such as currency fluctuation and political instability. Investing in emerging markets may accentuate these risks. Investing in emerging markets may accentuate those risks. Diversification does not eliminate the risk of market loss. Indices are not available for direct investment. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564148871545-JFJPNGWD9H82L2Q57CLC/Annual+Returns+by+Market+Index.png Accountable Update Blog - 10 Questions for Every Investor In USD. US Large Cap is the S&P 500 Index. US Large Cap Value is the Russell 1000 Value Index. US Small Cap is the Russell 2000 Index. US Small Cap Value is the Russell 2000 Value Index. US Real Estate is the Dow Jones US Select REIT Index. International Large Cap Value is the MSCI World ex USA Value Index (gross dividends). International Small Cap Value is the MSCI World ex USA Small Cap Value Index (gross dividends). Emerging Markets is the MSCI Emerging Markets Index (gross dividends). Five-Year US Government Fixed is the Bloomberg Barclays US TIPS Index 1–5 Years. S&P and Dow Jones data © 2019 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. MSCI data © MSCI 2019, all rights reserved. Bloomberg Barclays data provided by Bloomberg. Chart is for illustrative purposes only. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564148986348-OP1QQFTMK0AD3MJVCYIL/Avoid+Reactive+Investing.png Accountable Update Blog - 10 Questions for Every Investor https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1564149068946-KGMY2XK5WC0LCDY5ANWJ/Headlines.png Accountable Update Blog - 10 Questions for Every Investor https://www.atxadvisors.com/accountable-update/2019/7/11/82vf863sunxe73wzb3rikw6r3fuxe9 monthly 0.5 2019-07-15 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562940537007-40HQGZDFXODLXH34A9GO/deckchairs-sea-beach-seaside-54104.jpeg Accountable Update Blog - A Hot Time on Wall Street Investors normally go to the beach during the summer, but maybe not this year. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562900684651-N3TNYY6E2UNO3YV7X3EF/Returns+after+Highs.png Accountable Update Blog - A Hot Time on Wall Street In US dollars. Past performance is no guarantee of future results. New market highs are defined as months ending with the market above all previous levels for the sample period. Annualized compound returns are computed for the relevant time periods subsequent to new market highs and averaged across all new market high observations. There were 1,115 observation months in the sample. January 1990–present: S&P 500 Total Returns Index. S&P data © 2019 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. January 1926–December 1989; S&P 500 Total Return Index, Stocks, Bonds, Bills and Inflation Yearbook™, Ibbotson Associates, Chicago. For illustrative purposes only. Index is not available for direct investment; therefore, its performance does not reflect the expenses associated with the management of an actual portfolio. There is always a risk that an investor may lose money. https://www.atxadvisors.com/accountable-update/2019/7/3/q2-2019-market-review monthly 0.5 2019-07-08 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562188902152-GWYPWXDXYPG809IADYM2/Q2+2019+Quarterly+Market+Summary.png Accountable Update Blog - Q2 2019 Market Review Q2 2019 Quarterly Market Summary https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192170873-OX2LGE1QNN7JAOGKS1ER/Q2+2019+Long-Term+Market+Summary.png Accountable Update Blog - Q2 2019 Market Review - Long-Term Market Summary https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192176915-ZRJLCMQOSBDNV8GSQ6P1/Q2+2019+World+Stock+Market+Performance.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 World Stock Market Performance https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192183768-U4249XXYT4ADGI46G8KV/Q2+2019+World+Stock+Market+Performance+12+Mos.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 12 Month World Stock Market Performance https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192191221-0Q4FCMZHGDRR6W3KKPWE/Q2+2019+US+Stocks.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 US Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192198938-WCOT0U0NTUJGXLH2YFY8/Q2+2019+International+Developed+Stocks.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 International Developed Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192206822-K1GJ6IAW58ZRRP5AGHDW/Q2+2019+Emerging+Markets+Stocks.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 Emerging Markets Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192212596-UDSIMKVUQRM9NFZLLZWV/Q2+2019+Select+Country+Performance.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 World Stock Market Performance https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192216737-20L86VT9WK2A9AR7RAMN/Q2+2019+Select+Currency+Performance.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 World Currency Peformance https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192221827-GOB9VEHBUGFDRI2QR8FX/Q2+2019+REITs.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 Real Estate Investment Trusts (REITs) https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192227586-920HUQJS4Q4U6URBENP2/Q2+2019+Commodities.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 Commodities https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192233141-JHLL1YBV9942E57GOLUK/Q2+2019+Fixed+Income.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 Fixed Income https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192240861-FUZHOVSRZW2DA3BSCG6A/Q2+2019+Global+Fixed+Income.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 Global Fixed Income https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1562192246484-W1CENJQ1ZFY600DLIMKE/Q2+2019+Impact+of+Diversification.png Accountable Update Blog - Q2 2019 Market Review - Q2 2019 Impact of Diversification https://www.atxadvisors.com/accountable-update/2019/6/20/evidence-or-eloquence-pursuing-a-better-investment-experience monthly 0.5 2019-06-21 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561041749302-XDQ7V7O65ZUP6YB71D5I/2019+Embrace+Market+Pricing.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561041840739-TSNQ9S5PF4GNOF1RZ313/2019+Dont+Try+to+Outguess.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561041920256-EV806PSXG951QHI2PPCR/2019+Resist+Chasing+Performance.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561042179686-Q87QUCXRVYMS3S7PGBUT/2019+Let+Markets+Work+For+You.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561042091619-Y481O13JWBWP25IRS0FS/2019+Consider+the+Drivers+of+Return.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561042248219-O1BLLPTQ47XE1YS1FPGM/2019+Practice+Smart+Diversification.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561042309816-RFHR8WH4H6492W3LXR81/2019+Avoid+Market+Timing.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561042372432-B9XS4WZ08XOYT5TNO475/2019+Manage+Your+Emotions.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561042441366-S9STDGDCZG5YPII5P11T/2019+Look+Beyond+the+Headlines.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1561042520480-BYDN1TJ16092GGHXQXLL/2019+Focus+on+What+you+can+control.png Accountable Update Blog - Evidence or Eloquence? Pursuing a Better Investment Experience https://www.atxadvisors.com/accountable-update/2019/5/17/7-lessons-for-new-graduates monthly 0.5 2019-05-24 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1558134052981-SLJWO678ZVIPS4GAYF08/Graduate.jpeg Accountable Update Blog - 7 Lessons and an Answer Key for New Graduates https://www.atxadvisors.com/accountable-update/2019/5/3/average-aint-so-common monthly 0.5 2019-05-03 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1556895936180-JRPT7XNP37IO0GIXD4HY/fighter-jet-fighter-aircraft-f-16-falcon-aircraft-76971.jpeg Accountable Update Blog - Average Ain't So Common https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1556894677587-SH8H4DE7EUXMZ3P87R9Q/SP500+Annual+Returns.png Accountable Update Blog - Average Ain't So Common In US dollars. S&P data © S&P Dow Jones Indices LLC, a division of S&P Global. Indices are not available for direct investment. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. Past performance is no guarantee of future results. Actual returns may be lower. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1556894940256-SUV4JYNH62PLWSTVGKNS/Frequency+of+positive+returns+sp500.png Accountable Update Blog - Average Ain't So Common In US dollars. From January 1926–December 2018, there are 997 overlapping 10-year periods, 1,057 overlapping 5-year periods, and 1,105 overlapping 1-year periods. The first period starts in January 1926, the second period starts in February 1926, the third in March 1926, and so on. S&P data © S&P Dow Jones Indices LLC, a division of S&P Global. Indices are not available for direct investment. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. Past performance is no guarantee of future results. Actual returns may be lower. https://www.atxadvisors.com/accountable-update/2019/4/25/warren-buffet-is-wrong-about-foreign-stocks monthly 0.5 2019-04-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1556245429693-C41CD22Y2OLU5YEK59EM/eye.jpg Accountable Update Blog - The Oracle Is Wrong About Foreign Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1556249145881-9GEZ8S52RJW5MHUDA6U6/World+of+Opportunity.png Accountable Update Blog - The Oracle Is Wrong About Foreign Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1556240265029-Z33X6ZIMGMUP4PGHT38U/Equity+Returns+of+Global+Markets.png Accountable Update Blog - The Oracle Is Wrong About Foreign Stocks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1556242272295-6FL5F2JOJT0XIZLOR8WH/Equity+Returns+of+Emerging+Markets.png Accountable Update Blog - The Oracle Is Wrong About Foreign Stocks https://www.atxadvisors.com/accountable-update/2019/4/19/mutual-fund-landscape monthly 0.5 2019-04-19 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555677612409-BQYATRYKLMR1T37MWJMI/US+Based+Funds.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555677659582-T4NXADNGRXQMZKUJS92L/Assets+Under+Management.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555677732435-FXG62DE1IYXVXMDTSBU9/Few+Have+Outperformed.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555677777895-CRDDPMQ976XSBLK8XFJN/Few+Have+Outperformed+Fixed.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555677835386-73WN0YTJV2LX7JY5OY8C/Past+Performance+Is+Not+Enough.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555677893184-PLHYOFEWJP01ZMHVFY62/Past+Performance+Is+Not+Enough+Fixed.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555677955121-K5BKDA0CVJY4EQTX6893/High+Cost+Reduces+Performance.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555677998679-GWLVFAF3KA6LQL4KB8PA/High+Cost+Reduces+Performance+Fixed.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555678058586-73O190EMWAMFR89PSXF1/Trading+Cost+Hurts.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555678118105-N2UGJRAXDBAV2I93HZK8/Report+Summary.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555678165703-U86H0549KQBGLZ3MDYGC/Data+Appendix.png Accountable Update Blog - Mutual Fund Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555678222551-07RVWDY8GLH9SCNZKY7E/Mutual+Fund+20+Year.png Accountable Update Blog - Mutual Fund Landscape https://www.atxadvisors.com/accountable-update/2019/4/11/index-fund-attention-abundance monthly 0.5 2019-04-12 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555039030824-4NEU59GKNXSOZM5APCE7/ache-adult-depression-expression-41253.jpeg Accountable Update Blog - Index Fund Attention Abundance https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555035810910-JE3ZTUVQYUZHHZ9MY2OE/Investor+breakdown+active+v+index.png Accountable Update Blog - Index Fund Attention Abundance All totals may not equal 100% due to rounding. Sourced from the 2018 ICI Fact Book. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555036558087-Z9NOICYQNE58PP4IEAQQ/Annual+Global+Trading.png Accountable Update Blog - Index Fund Attention Abundance In US dollars. Source: Dimensional, using data from Bloomberg LP. Includes primary and secondary exchange trading volume globally for equities. ETFs and funds are excluded. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555037052980-DYO2T218HXFELS6WEXRP/Active+Manager+Performance.png Accountable Update Blog - Index Fund Attention Abundance Equity mutual fund outperformance percentages are shown for the three-year periods ending December 31 of each year, 2004–2018. Each sample includes equity funds available at the beginning of the three-year period. Outperformers are funds with return observations for every month of the three-year period whose cumulative net return over the period exceeded that of their respective Morningstar category index as of the start of the period. US-domiciled non-Dimensional mutual fund data is from Morningstar. Dimensional fund data provided by the fund accountant. Past performance is no guarantee of future results. For more methodology details, see the latest Mutual Fund Landscape brochure. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1555037308905-73ICRY5PTZSM2CDLJBVB/Range+of+SP500.png Accountable Update Blog - Index Fund Attention Abundance Upper chart includes 2008 total returns for constituent securities in the S&P 500 Index as of December 31, 2007. Lower chart includes 2017 total returns for constituent securities in the S&P 500 Index as of December 31, 2016. Excludes securities that delisted or were acquired during the year. Source: S&P data ©2019 S&P Dow Jones Indices LLC, a division of S&P Global. For illustrative purposes only. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.atxadvisors.com/accountable-update/2019/1/10/q1-2019-market-review monthly 0.5 2019-04-08 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554467210367-ZEANL1H6FYMN15DZOHG7/Q119+Quarterly+Market+Summary.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554471590468-ABQRS2SQLENY9RO8K308/Q119+Long+Term+Market+Summary.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554471788897-ZAMKUPPEUHIDG6CVFRNP/Q119+World+Stock+Market+Performance.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554471876691-FBTEBMEGE9UHJFCM2Y93/Q119+World+Stock+Market+Performance+Long+Term.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554471955972-YM4NB883J8BS9LEWN4D6/Q119+World+Asset+Classes.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472022451-C1FVFA5ET0FM1VVQKGHB/Q119+US+Stocks.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472082206-L93EMD51CBCNST7H7F2H/Q119+International+Developed+Stocks.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472127328-9P5B0X68JR9YUOX98BCL/Q119+Emerging+Markets+Stocks.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472173613-KLYOA9IJZR9OHUZ1M5EZ/Q119+Select+Country+Performance.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472223852-MBLE8O9M8BVRP6QKA413/Q119+Select+Currency+Performance.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472282779-8GMKY1BQBCWOHW74I2SM/Q119+REITS.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472339538-E0A7E9JKDG11TJMLH1BV/Q119+Commodities.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472382860-0AUPJA11EGC9U1LUE733/Q119+Fixed+Income.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472427391-JE94GE41TG49EZAKYS6M/Q119+Global+Fixed+Income.png Accountable Update Blog - Q1 2019 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1554472477362-424FB9KEWYIRC118HIUZ/Q119+Impact+of+Diversification.png Accountable Update Blog - Q1 2019 Market Review https://www.atxadvisors.com/accountable-update/2015/3/26/chasing-three-legged-chickens-889xm monthly 0.5 2019-03-16 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1552658283626-GJTFB1QDJEY3ZJ34Q5CU/Chicken.jpeg Accountable Update Blog - Guaranteed Annuities and other Three-Legged Chickens https://www.atxadvisors.com/accountable-update/2019/3/6/what-is-the-point monthly 0.5 2019-03-08 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1551892194604-RS9I8K1P5VS00WAJ4S77/moon-landing-apollo-11-nasa-buzz-aldrin-41162.jpeg Accountable Update Blog - What is the "Point"? Apollo 11 Astronaut, Buzz Aldrin https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1551888792238-LJFEQDL18SL5E0KESJTM/500+point+decline.png Accountable Update Blog - What is the "Point"? Dow Jones and S&P 500 data © 2019 S&P Dow Jones Indices LLC, a division of S&P Global. The chart illustrates what a 500-point drop would have been in percentage terms for the Dow Jones Industrial Average on a daily basis. It assumes a 500-point loss took place each trading day from January 1, 1985, to February 1, 2019, and uses daily historical closing values of the Dow Jones Industrial Average to compute the percentage change. Percentage change does not indicate the actual change in the Dow during the period shown. Actual results may vary. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1551889242559-8V9WMXDR6V8FDVQH672G/MSCI+ACWI+IMI.png Accountable Update Blog - What is the "Point"? Dow Jones and S&P 500 data © 2019 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. MSCI data © MSCI 2019, all rights reserved. MSCI ACWI IMI is the MSCI All Country World Investable Market Index (net dividends). Their performance does not reflect fees and expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. https://www.atxadvisors.com/accountable-update/2019/2/28/long-term-care-planning-is-no-holiday monthly 0.5 2019-03-01 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1551414716119-5GVZIDEZNSU596ELELBB/old+person+walker.jpeg Accountable Update Blog - Long Term Care Is No Holiday https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1551416201056-QGI00YDAIK2TE9O4FK5O/3+Stages+of+Retirement.png Accountable Update Blog - Long Term Care Is No Holiday Retirees should plan for different phases of their retirement, including the last stage that is less active and more likely to require Long Term Care. https://www.atxadvisors.com/accountable-update/2019/2/21/rw2snfnhibcdofnbcw50c3hw63uiic monthly 0.5 2019-02-22 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1550811934418-CJMSSEPGUD3WZV82OGKM/animal-photography-animals-bulls-97828.jpg Accountable Update Blog - Where Did They Go? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1550811329265-CWIVMGWPNVKL6SWUSUM1/image-asset.png Accountable Update Blog - Where Did They Go? The point where supply and demand curves meet is known as the equilibrium price. If either supply or demand shifts, so does the equilibrium. (Source: By Dallas.Epperson - Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=18132953) https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1550809609448-2W8R99YMBJTU4V81FFD4/Soybeans.PNG Accountable Update Blog - Where Did They Go? Prices fell dramatically when China announced a 25% tariff on US soybeans. (Source: https://www.nasdaq.com) https://www.atxadvisors.com/accountable-update/2019/2/14/helping-young-adults-with-retirement-investing monthly 0.5 2019-02-15 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1550195022703-PRP5XF4DL2SIQ8UV3MJL/woman+fishing.jpeg Accountable Update Blog - Helping Young Adults With Retirement Investing A financial plan for a young adult can be akin to being taught to fish. https://www.atxadvisors.com/accountable-update/2019/2/7/that-old-familiar-feeling monthly 0.5 2019-02-08 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1549604086949-JEPSSP52JFBKB7PVLLPL/spiral+eye.jpeg Accountable Update Blog - That Old Familiar Feeling https://www.atxadvisors.com/accountable-update/2019/1/31/saving-too-much-in-a-retirement-account-is-no-laffer-matter monthly 0.5 2019-02-04 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1549033646245-O0FUP2IIVZ603DAINY8G/Laughing+Women.jpeg Accountable Update Blog - Saving Too Much in a Retirement Account is no Laffer Matter? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1548993839614-AY7A4JMVOZ4TRHMQCUK7/Laffer-Curve.jpg Accountable Update Blog - Saving Too Much in a Retirement Account is no Laffer Matter? Exhibit 1. The Laffer Curve shows the hypothetical relationship between tax rates and tax revenue. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1548994088246-95F2LIIVYANUGW63TTSA/Uniform+Lifetime+RMD+Table.png Accountable Update Blog - Saving Too Much in a Retirement Account is no Laffer Matter? Exhibit 2. IRS Uniform Life Expectancy Table https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1549032329582-MVR7CHMN5V6M74WVJR72/2019+Tax+Brackets.png Accountable Update Blog - Saving Too Much in a Retirement Account is no Laffer Matter? Exhibit 3. 2019 Tax Rates https://www.atxadvisors.com/accountable-update/2019/1/24/eating-more-veggies-and-other-resolutions monthly 0.5 2019-01-25 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1548379824567-QRZJ6UEW00AJRE5312LV/aubergines-bio-cabbage-5205.jpg Accountable Update Blog - Vegetable Chili and Other Resolutions https://www.atxadvisors.com/accountable-update/2019/1/17/2018-market-review monthly 0.5 2019-01-18 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547759411226-OLJZ7X91Y6ACCJ3LPCH5/World+Stock+Market+Performance+18.png Accountable Update Blog - 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547762240495-LVI0N00XSX1WPCQ9PWZJ/Avg+Compound+Returns+2018.png Accountable Update Blog - 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547762673355-MK07VCZSN79PCYZTTFB2/Real+GDP+2018.png Accountable Update Blog - 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547763193478-FRKD6OU1FTUKQRHU5ZXW/Major+World+Indices+2018.png Accountable Update Blog - 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547763774664-VB42DCA7WDR8YWUMN8TQ/image-asset.png Accountable Update Blog - 2018 Market Review https://www.atxadvisors.com/accountable-update/2019/1/10/q4-2018-market-review monthly 0.5 2019-04-05 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547171347605-YWGNQEAYR7VQMTRWGO1A/Q418+Quarterly+Market+Summary.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172191812-8LNN6UVKP6G0I0J0LVJH/Q418+World+Stock+Market+Performance.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172191865-A6MECF3AIPKPJHPRNELL/Q418+World+Stock+Market+Performance+12+Mos.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172192646-3UNH3YKKHYVKZ6G1ALFL/Q418+World+Asset+Classes.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172192970-R3N0MF9H7LF41VKYFZC5/Q418+US+Stocks.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172193980-ACK26FLK1PWA8CDBPB9N/Q418+International+Developed+Stocks.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172194120-9DRXMLO2KDTUPUUVI2YK/Q418+Emerging+Markets+Stocks.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172194591-WPIS0US42W9SQCR6XNJA/Q418+Select+Country+Performance.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172194902-YQUL8DF97QN1AYXPWBGR/Q418+Select+Currency+Performance.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172195400-8BDMRXVOHDZKFNOWE78G/Q418+REIT.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547173225625-7JTYTX1MRUKQ51D39HDG/Q418+Commodities.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172196856-DH2O5CGL7591JXDR295F/Q418+Fixed+Income.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172196858-FL1EX3EFB9YVIYALTB03/Q418+Global+Fixed+Income.png Accountable Update Blog - Q4 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1547172197897-VKPCLLHX1QNC7WA4JBEY/Q418+Impact+of+Diversification.png Accountable Update Blog - Q4 2018 Market Review https://www.atxadvisors.com/accountable-update/2018/12/21/bear-market-and-new-car-advice monthly 0.5 2018-12-21 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1545410193782-YAUO54BWKB2V61C7VBOY/bear.jpeg Accountable Update Blog - Bear Market (and New Car) Advice The Bear has returned for the first time in a decade. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1545408967488-0T5H4N7SBZDU27MP3CSN/Few+Equity+Funds+Survive.png Accountable Update Blog - Bear Market (and New Car) Advice Exhibit 1. The number of mutual funds that survive and beat their benchmarks are significantly less than random chance would suggest. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1545409170197-CWVHISCXJQ8FAK2JZB6E/High+Cost+Reduces+Performance.png Accountable Update Blog - Bear Market (and New Car) Advice Exhibit 2. Costs seem to be highly correlated to investment performance, or lack thereof. https://www.atxadvisors.com/accountable-update/2018/12/13/why-diversify monthly 0.5 2018-12-14 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1544746182930-OVSPJSQRBDN6HV7XDGP6/metal-easter-eggs-basket.jpg Accountable Update Blog - Why Diversify? Do you keep all of your eggs in the same basket? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1544741901557-DU2PXSOJBL3W6376Z2TE/World+Equity+Market.png Accountable Update Blog - Why Diversify? Exhibit 1. World Equity Market Capitalization As of December 31, 2017. Data provided by Bloomberg. Market cap data is free-float adjusted and meets minimum liquidity and listing requirements. China market capitalization excludes A-shares, which are generally only available to mainland China investors. For educational purposes; should not be used as investment advice. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1544742060794-5NDYTEXXVC7W44QCPAM9/global+index+returns+00-09.png Accountable Update Blog - Why Diversify? Exhibit 2. Global Index Returns, January 2000–December 2009 S&P data © 2018 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. MSCI data © MSCI 2018, all rights reserved. Indices are not available for direct investment. Index performance does not reflect expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1544742229483-IO5LK0V6DT8HJBFKPTS9/equity+returns+of+developed+markets+17.png Accountable Update Blog - Why Diversify? Exhibit 3. Equity Returns of Developed Markets Source: MSCI country indices (net dividends) for each country listed. Does not include Israel, which MSCI classified as an emerging market prior to May 2010. MSCI data © MSCI 2018, all rights reserved. Past performance is no guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.atxadvisors.com/accountable-update/2018/12/7/2018-year-end-to-do-list monthly 0.5 2018-12-07 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1544124293749-SNK5K42TT9DIS2C9U24J/agenda-blank-checklist-3299.jpg Accountable Update Blog - 2018 Year-End "To Do" List Don’t forget your year-end financial “To Do” list. https://www.atxadvisors.com/accountable-update/2018/11/29/flat-curves-ahead monthly 0.5 2018-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1543533506155-QMY8ULNB0IQNIIOWDS5S/flat+curve.jpeg Accountable Update Blog - Curves Ahead! A curvy road. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1543533654500-00ZMT1KR21BNJK0QRAL5/Flattening+Yield+Curve.png Accountable Update Blog - Curves Ahead! Exhibit 1. The US Yield Curve Has Flattened in 2018 US Treasury yield curve data (monthly) obtained from US Department of the Treasury website. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1543533861942-XNFOH8FM8IKSE3ETI07V/Yield+Curve+Inversions+and+Stocks.png Accountable Update Blog - Curves Ahead! Exhibit 2. Relation Between Yield Curve Inversions and US Stock Market Performance Monthly Data: June 1976–September 2018 US Treasury yield curve data (monthly) obtained from FRED, Federal Reserve Bank of St. Louis. S&P 500 Index © 2018 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1543540067116-HUZHT4GVVCWRJ3WRUODM/Stock+Market+After+Inversion.png Accountable Update Blog - Curves Ahead! Exhibit 3. Stock Market Performance in Selected Developed Countries Following a Yield Curve Inversion Yield curve inversions based on 2-year and 10-year government bond yields for each country. Yields obtained from Reserve Bank of Australia, Bundesbank, Japanese Ministry of Finance, Bank of England, European Central Bank, and US Federal Reserve. Stock returns based on local currency MSCI indices. MSCI Australia Index (gross div., AUD), MSCI Germany Index (gross div., EUR), MSCI Japan Index (gross div., JPY), MSCI United Kingdom Index (gross div., GBP), MSCI USA Index (gross div., USD.) These countries were selected to represent the world’s major developed country currencies. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. MSCI data © MSCI 2018, all rights reserved. Past performance is no guarantee of future results. https://www.atxadvisors.com/accountable-update/2018/11/15/stock-market-correction-lessons monthly 0.5 2018-11-16 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1542338450374-JXL4OP4J9Q78BUUZJYPT/Macbook+and+iPhone+stock+quotes.png Accountable Update Blog - Stock Market Correction Lessons Lessons learned in previous stock market corrections can be useful today. https://www.atxadvisors.com/accountable-update/2018/11/1/qustbayb75cf4hpwjcqao0ajzgm1zo monthly 0.5 2018-11-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1541101237967-WOJ4GA2FBKCCL28MOPAK/trump.jpg Accountable Update Blog - Blue Wave or Red Tide: What Is Best for The Market? "Donald Trump - Caricature" by DonkeyHotey https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1541097681887-5FGVT76DISJG002W1XZ8/mid+term+elections.png Accountable Update Blog - Blue Wave or Red Tide: What Is Best for The Market? Exhibit 1. Midterm Elections and S&P 500 Index Returns, Histogram of Monthly Returns January 1926–August 2018 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1541098031544-Z95E9FVT78AJ1UWUZG0T/cONGRESS+CONTROL.png Accountable Update Blog - Blue Wave or Red Tide: What Is Best for The Market? https://www.atxadvisors.com/accountable-update/2018/10/25/w63r6fha36s9g5d35u87adq2ap9vgb monthly 0.5 2018-11-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1540517596908-JK0PYSY4H0WF7THFC3SX/Dam.jpg Accountable Update Blog - How to "Bear" a Flood Max Starke Dam on Lake Marble Falls, Tuesday 10/16/2018. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1540516261228-98VG37GSYO7I6CSPX07J/History+of+Market+Ups+and+Downs+through+2017.png Accountable Update Blog - How to "Bear" a Flood Exhibit 1. A History of Market Ups and Downs. Chart end date is 12/31/2017, the last trough to peak return of 338% represents the return through December 2017. Bear markets are defined as downturns of 10% of greater from new index highs. Bull markets are subsequent rises following the bear market trough through the next new market high. The chart shows bear markets and bull markets, the number of months they lasted and the associated cumulative performance for each market period. Results for different time periods could differ from the results shown. https://www.atxadvisors.com/accountable-update/2018/10/18/is-buy-low-sell-high-market-timing monthly 0.5 2018-10-19 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1539897442786-25OFGTDSA5DF2729IH3Z/cherries.jpeg Accountable Update Blog - Is "Buy Low, Sell High" Market Timing? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1539956917331-0DPZYZGD828MBFM6Y2A0/Stock+Chart.png Accountable Update Blog - Is "Buy Low, Sell High" Market Timing? Exhibit 1. Stock chart courtesy of TD Ameritrade. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1539892745644-WXVCN1QB1EW4NLG0J31O/Market+Timing.png Accountable Update Blog - Is "Buy Low, Sell High" Market Timing? Exhibit 2. Source: DFA December 2017 Research Matters[1], “Market Timing: The Built-in Hurdle” The results shown are hypothetical and are not actual results. Actual results may vary significantly. https://www.atxadvisors.com/accountable-update/2018/10/11/total-cost-of-ownership monthly 0.5 2018-10-12 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1539293516401-YIFU5S14H96UMFRDY6FA/Mercedes.jpeg Accountable Update Blog - Total Cost of Ownership https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1539291835471-GTP3ZIUBYF4NK8VE2LIZ/Impact+of+HigH+Expenses.png Accountable Update Blog - Total Cost of Ownership Exhibit 1. For illustrative purposes only and not representative of an actual investment. This hypothetical illustration is intended to show the potential impact of higher expense ratios and does not represent any investor’s actual experience. Assumes a starting account balance of $1 million and a 6% compound annual growth rate less expense ratios of 0.25%, 0.75%, and 1.25% applied over a 15-year time horizon. Performance of a hypothetical investment does not reflect transaction costs, taxes, other potential costs, or returns that any investor would have actually attained and may not reflect the true costs, including management fees of an actual portfolio. Actual results may vary significantly. Changing the assumptions would result in different outcomes. For example, the savings and difference between the ending account balances would be lower if the starting investment amount were lower. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1539352314925-50008MZ43TV0QFAIHVV0/High+Trading+Costs.png Accountable Update Blog - Total Cost of Ownership Exhibit 2. The sample includes equity funds at the beginning of the 5-, 10-, and 15-year periods ending December 31, 2017. Funds are sorted into quartiles within their category based on average turnover during the sample period. The chart shows the percentage of winner and loser funds by turnover quartile for each period. Winners are funds that survived and outperformed their respective Morningstar category index, and losers are funds that either did not survive or did not outperform their respective Morningstar category index. US-domiciled open-end mutual fund data is from Morningstar and Center for Research in Security Prices (CRSP) from the University of Chicago. Past performance is no guarantee of future results. See Data Appendix for more information. https://www.atxadvisors.com/accountable-update/2018/7/6/q3-2018-market-review monthly 0.5 2018-10-05 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538743810604-EDIVGYXPQ9CTROE8N3X6/Q318+Market+Summary.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747126672-KX8VBZGPWYX0PPXBRJVC/Q318+World+Stock+Market+Performance.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747450466-AAR181Y1C1DG82GZH4CE/Q318+World+Stock+Market+Performance+12+mo.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747621163-W17I5YL34LD26KC0ISL3/Q318+World+Asset+Classes.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747684835-0CNJAG7U07YZI40YNPJI/Q318+US+Stocks.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747744569-4MK67F5BGQX4XD2TOIIG/Q318+International+Developed+Stocks.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747786650-Q4SN84ZE0CDZDS0D3B3V/Q318+Emerging+Markets+Stocks.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747829156-6PCEGVNV0AQR5WZLFOAF/Q318+Select+Country+Performance.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747886030-9HH4JNBEBI59JYYT352S/Q318+Select+Currency+Performance.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747938931-0SV1V81MT9BUO7812T9U/Q318+REITs.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538747985796-VE7P4CB4DMOEWLORDHY3/Q318+Commodities.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538748025777-AOY3VAGN9LXNEYRV384W/Q318+Fixed+Income.png Accountable Update Blog - Q3 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538748076520-I15GIC9BKNC6GXAHTZW4/Q318+Impact+of+Diversification.png Accountable Update Blog - Q3 2018 Market Review https://www.atxadvisors.com/accountable-update/2018/9/28/fair-advice-for-women-and-men monthly 0.5 2018-09-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1538148709628-HIF46QDRZ9EL0UPA6LUD/Fair.jpg Accountable Update Blog - Fair Advice for Women (and Men) https://www.atxadvisors.com/accountable-update/2018/9/20/how-to-choose-mutual-funds monthly 0.5 2018-09-21 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1537498636920-YLTSDX0RW0BOFD4J0OKD/credit-squeeze-taxation-purse-tax-46242.jpeg Accountable Update Blog - How to Choose a Mutual Fund https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1537497788405-ERSNDKXZ1IT28MU0LNXU/High+Cost+Equity+Funds+2018.png Accountable Update Blog - How to Choose a Mutual Fund https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1537497817084-ENIWYBFPLKLIUI3CVLPO/High+Cost+Fixed+Funds+2018.png Accountable Update Blog - How to Choose a Mutual Fund https://www.atxadvisors.com/accountable-update/2018/9/14/a-hot-alternative-investment monthly 0.5 2018-09-14 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1536932589734-U3NY15U71FB25I252QM4/shower-shower-head-water-drop-of-water-161502+%281%29.jpeg Accountable Update Blog - A Hot “Alternative Investment” https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1536932163927-V61G44YHO5601PN7CQJH/Water+Heater+Cost+Comparison.png Accountable Update Blog - A Hot “Alternative Investment” *Propane @ $2.80/gallon, Electricity @ $.12/KwHr **Assumes $800 Rebate from Austin Energy https://www.atxadvisors.com/accountable-update/2018/9/7/the-abcs-of-college-savings monthly 0.5 2018-09-07 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1536326422435-VPI0UNSLWLPR73IEQLSF/ABC.jpeg Accountable Update Blog - The ABCs of College Savings https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1536325956950-ES1W2U72YDKQZE3D0QCR/college+costs.png Accountable Update Blog - The ABCs of College Savings Source: The College Board, “Trends in College Pricing 2017.” https://www.atxadvisors.com/accountable-update/2018/8/24/when-a-turkey-doesnt-fly monthly 0.5 2018-08-24 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1535118387464-VRD8YSC44G5K28YUMDLJ/Turkey.jpeg Accountable Update Blog - When a Turkey Doesn't Fly https://www.atxadvisors.com/accountable-update/2018/8/10/wha-1s-your-passwrd monthly 0.5 2018-08-10 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1533913954431-J6BSLIA73OUCTBJ4TZRV/password.jpg Accountable Update Blog - Wha+ 1S Your Passw@rd? https://www.atxadvisors.com/accountable-update/2018/8/2/no-is-always-an-alternative monthly 0.5 2018-08-03 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1533262826679-EZ8HEJ288KYXEWCLRYOQ/Alternative.jpg Accountable Update Blog - "No" is Always an Alternative https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1533262955345-GQ2NKW1U4UYPJBTTWKP9/Alts.png Accountable Update Blog - "No" is Always an Alternative Sample includes absolute return, long/short equity, managed futures, and market neutral equity mutual funds from the CRSP Mutual Fund Database after they have reached $50 million in AUM and have at least 36 months of return history. Multiple share classes are aggregated to the fund level. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1533263080638-D0DW2VT3LCD629CQFI29/Alt+Performance.png Accountable Update Blog - "No" is Always an Alternative Past performance is no guarantee of future results. Results could vary for different time periods and if the liquid alternative fund universe, calculated by Dimensional using CRSP data, differed. This is for illustrative purposes only and doesn’t represent any specific investment product or account. Indices cannot be invested into directly and do not reflect fees and expenses associated with an actual investment. The fund returns included in the liquid alternative funds average are net of expenses. Please see a fund’s annual report and prospectus for additional information on a specific portfolio’s turnover and the expenses it incurs. Liquid Alternative Funds Sample includes absolute return, long/short equity, managed futures, and market neutral equity mutual funds from the CRSP Mutual Fund Database after they have reached $50 million in AUM and have at least 36 months of return history. Dimensional calculated annualized return, annualized standard deviation, expense ratio, and annual turnover as an asset-weighted average of the Liquid Alternative Funds Sample. It is not possible to invest directly in an index. Past performance is not a guarantee of future results. Source of one-month US Treasury bills: © 2018 Morningstar. Former source of one-month US Treasury bills: Stocks, Bonds, Bills, and Inflation, Chicago: Ibbotson And Sinquefield, 1986. Barclays indices © Barclays 2018. Russell data © Russell Investment Group 1995–2018, all rights reserved. Standard deviation is a measure of the variation or dispersion of a set of data points. Standard deviations are often used to quantify the historical return volatility of a security or a portfolio. Turnover measures the portion of securities in a portfolio that are bought and sold over a period of time. https://www.atxadvisors.com/accountable-update/2018/7/27/5-tips-to-avoid-being-ripped-off monthly 0.5 2018-08-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1532700267635-GRP6V1TO99ZNRIAF9H0I/Hacked.jpeg Accountable Update Blog - 5 Tips to Avoid Being Ripped Off https://www.atxadvisors.com/accountable-update/2018/7/12/is-value-obsolete monthly 0.5 2018-07-13 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1531412686559-QXXVNZEOXCBRAT95A1E8/pexels-photo-157541.jpeg Accountable Update Blog - Is Value Obsolete? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1531410922704-8HL1SFAZ5NPP961P0Q7P/Value+Minus+Growth+1928-2017.png Accountable Update Blog - Is Value Obsolete? In US dollars. The one-year relative price premium is computed as the one-year compound return on the Fama/French US Value Research Index minus the one-year compound return on the Fama/French US Growth Research Index. Fama/French indices provided by Ken French. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1531411205703-Q2S1TH0NA5O26M6KVWQN/Ten+Year+Value+Premium+1928-2017.png Accountable Update Blog - Is Value Obsolete? In US dollars. The 10-year rolling relative price premium is computed as the 10-year annualized compound return on the Fama/French US Value Research Index minus the 10-year annualized compound return on the Fama/French US Growth Research Index. Fama/French indices provided by Ken French. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1531411319551-KO1TI797WMWN1Z5G1MSO/Historical+Rolling+Value+Premium+1928-2017.png Accountable Update Blog - Is Value Obsolete? In US dollars. Based on rolling annualized returns using monthly data. Rolling multiyear periods overlap and are not independent. Fama/French indices provided by Ken French. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. https://www.atxadvisors.com/accountable-update/2018/7/6/q2-2018-market-review monthly 0.5 2018-10-05 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881253817-NQLVHPDH3JG6E8OEPXL1/Q218+Market+Summary.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881357055-SEH9XTH8S8ZOP4Z7MBT6/Q218+World+Stock+Market+Performance.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881455878-PCWYF8A52Q1ECWZE42HV/Q218+World+Stock+Market+Performance+12+months.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881520913-TOITWB2AX6I5F1JWYMR7/Q218+World+Asset+Classes.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881581238-T6NSU45DQKIEMCZ65PXF/Q218+US+Stocks.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881627211-AHKQTYI68EWOZM8D800U/Q218+International+Developed+Stocks.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881676166-GX5HAJNZBN1WEAEK8I30/Q218+Emerging+Markets+Stocks.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881719094-LRE8SSLFYDJHPUIL95IE/Q218+Select+Country+Performance.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881783062-70MP6X332PLV6EWO2PZ3/Q218+Select+Currency+Performance.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881834863-5WL0FRLTMDQOZVW11VWJ/Q218+REITs.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881883778-PAT3DMSQJIDXO3N0DJHN/Q218+Commodities.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881928524-58P0VF3IJ240DTUGUSCW/Q218+Fixed+Income.png Accountable Update Blog - Q2 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530881981746-DDRQ4HLCVSXI0674QWPV/Q218+Impact+of+Diversification.png Accountable Update Blog - Q2 2018 Market Review https://www.atxadvisors.com/accountable-update/2018/6/29/some-light-reading-for-independence-day monthly 0.5 2018-06-29 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1530283159670-3VCW1AS47QMWFL6YDIR9/bright-celebration-explosion-949592.jpg Accountable Update Blog - Some Light Reading for Independence Day https://www.atxadvisors.com/accountable-update/2018/6/22/a-diy-lesson-learned monthly 0.5 2018-06-22 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1529681570893-KOPVESHTDXCSF5OLZIBJ/faucet-valve-gold-hot-water-connection-161417.jpeg Accountable Update Blog - A DIY Lesson Learned https://www.atxadvisors.com/accountable-update/2018/6/8/how-much-the-impact-of-inflation monthly 0.5 2018-06-08 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1528466311793-BNC9S69UDE2DXKE0X2MK/first+car.jpg Accountable Update Blog - How Much? The Impact of Inflation https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1528465405610-GWC8YBF95HMZK8BH9WVC/Milk+Inflation.jpg Accountable Update Blog - How Much? The Impact of Inflation In US dollars. Source for 1916 and 1966: Historical Statistics of the United States, Colonial Times to 1970/US Department of Commerce. Source for 2017: US Department of Labor, Bureau of Labor Statistics, Economic Statistics, Consumer Price Index—US City Average Price Data. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1528465574365-P1OOPRJ4LS1W7JS04VUM/Stocks.+bonds%2C+bills%2C+2017.jpg Accountable Update Blog - How Much? The Impact of Inflation S&P and Dow Jones data © 2018 Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Past performance is no guarantee of future results. Actual returns may be lower. Inflation is measured as changes in the US Consumer Price Index. https://www.atxadvisors.com/accountable-update/2018/5/31/could-your-plan-use-more-fomo monthly 0.5 2018-06-01 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1527796645290-2MTFKQPVC1E679ZIOTAS/avocado+toast.jpeg Accountable Update Blog - Could Your Plan Use More FOMO? https://www.atxadvisors.com/accountable-update/2018/5/12/easing-the-shock-of-college-costs monthly 0.5 2019-01-18 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1526141407232-TWD8S5S4WFQOQSD1FRLZ/Baby+Hand.jpeg Accountable Update Blog - Easing the Shock of College Costs https://www.atxadvisors.com/accountable-update/2018/5/4/tuning-out-the-noise monthly 0.5 2018-05-04 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1525446481306-CD8MXMEG2MCBACX5NZ4H/pexels-photo-1001850.jpeg Accountable Update Blog - Tuning Out the Noise https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1525443611270-DCRQSYFCZB10J7JNTDBL/Lost+Decade.png Accountable Update Blog - Tuning Out the Noise © 2018 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Not representative of an actual investment. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1525444049176-54BXGYKF3YN7U68966BU/DFA+Survey.png Accountable Update Blog - Tuning Out the Noise Source: Dimensional Fund Advisors. The firm surveyed almost 19,000 investors globally to help advisors who work with Dimensional better understand what is important to their clients. https://www.atxadvisors.com/accountable-update/2018/4/27/financial-success-for-new-grads monthly 0.5 2019-01-18 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1524801164347-PH6A1QK7YZJBW4A29CG3/Josh+Weeks+2000.jpg Accountable Update Blog - Financial Success For New Grads Fightin' Texas Aggie Class of '22 https://www.atxadvisors.com/accountable-update/2018/4/19/happy-earth-day-now-pick-a-side monthly 0.5 2018-04-20 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1524146997847-493WG5AB7PNXYOP5FOWU/earth.jpeg Accountable Update Blog - Happy Earth Day: Now Pick a Side? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1524146639410-JMJ249I2HWJ5KGLDSLXJ/4-18+Issue+Brief.jpg Accountable Update Blog - Happy Earth Day: Now Pick a Side? https://www.atxadvisors.com/accountable-update/2018/4/13/2017s-ira-sell-by-date-fast-approaching monthly 0.5 2019-01-18 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1523625586188-JCBUCPHELTV22UR5RCY7/milk.jpeg Accountable Update Blog - 2017's IRA “Sell by” Date Fast Approaching     https://www.atxadvisors.com/accountable-update/2018/4/5/q1-2018-market-review monthly 0.5 2018-04-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522946370280-X7J7VT106MBE51OP8329/Q118+Market+Summary.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522946690926-H11L6WA01N02QQICYFMG/Q118+World+Stock+Market+Performance.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522946817168-IO2ZY2VS1PZNI9HAD9WG/Q118+World+Stock+Market+Performance+Long+Term.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522947191161-MIK31M35WWPNWKP03D4C/Q118+World+Asset+Classes.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522947416408-34QS5DIEIH1QNI75FPSR/Q118+US+Markets.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522947495871-9F8SMH05ZT02YSQRDO2H/Q118+International+Developed+Stocks.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522947582804-VWQUVIFE0LQ48MIR6BTL/Q118+Emerging+Markets+Stocks.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522947670427-RI7766L6W6QW7H86S0MQ/Q118+Select+Country+Performance.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522947784812-IZ988UB69WVH10DM72W2/Q118+Select+Currency+Performance.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522947863264-MCEUR5O6Z2H1SEJSR3ZR/Q118+REITs.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522947938777-DSPB194IMGNXJBF7QQ61/Q118+Commodities.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522948037848-G224W7R7K4TTLEH1GM0G/Q118+Commodities.png Accountable Update Blog - Q1 2018 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522948101297-TDQVI8Y441OYKEPYZNZI/Q118+Impact+of+Diversification.png Accountable Update Blog - Q1 2018 Market Review https://www.atxadvisors.com/accountable-update/2018/3/29/what-not-to-ask-when-shopping-for-a-401k monthly 0.5 2018-04-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1522385474838-HESSKQTR8A3UJRG15UTC/pexels-photo-630839.jpeg Accountable Update Blog - What Not to Ask When Shopping For a 401(k) https://www.atxadvisors.com/accountable-update/2018/3/23/perspectives-on-market-uncertainty monthly 0.5 2018-04-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1521819107415-0NMGLI29QJ3C264B6LEJ/pexels-photo-371662.jpeg Accountable Update Blog - Perspectives on Market Uncertainty https://www.atxadvisors.com/accountable-update/2018/3/9/mind-over-model monthly 0.5 2018-04-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1520569516095-UGUTJFVGW42IMXD0BXD7/pexels-photo.jpg Accountable Update Blog - Mind Over Model https://www.atxadvisors.com/accountable-update/2018/3/1/get-the-max-out-of-your-401k monthly 0.5 2018-03-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1519965136374-JK64H2N1BB8HEI1W6ZCE/2017-18+401k+Limits.jpg Accountable Update Blog - Get the Max Out of Your 401(k) https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1519996639265-7M1SDTT48TK6MZR2DWK4/2017-18+401k+Contribution+Comparison.jpg Accountable Update Blog - Get the Max Out of Your 401(k) https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1519957833243-38U12G3FGFDJQDP8S0HL/401k+25+vs+8+percent+contributions.jpg Accountable Update Blog - Get the Max Out of Your 401(k) https://www.atxadvisors.com/accountable-update/2018/2/23/how-to-turn-your-401k-into-a-super-roth-ira monthly 0.5 2019-01-18 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1519399316841-E4LWK1ORZMETOMD1DONN/401k+Example+1.jpg Accountable Update Blog - How to Turn Your 401(k) Into a "Super Roth IRA" https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1519399348083-6O8J781JK7XE31621S6I/401k+Example+2.jpg Accountable Update Blog - How to Turn Your 401(k) Into a "Super Roth IRA" https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1519400368476-I23UDWPSCP0MXAV96AOT/401k+Example+3.jpg Accountable Update Blog - How to Turn Your 401(k) Into a "Super Roth IRA" Example is hypothetical and is for illustration purposes only. https://www.atxadvisors.com/accountable-update/2018/2/9/the-flu-and-recent-market-volatility monthly 0.5 2019-01-18 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1518131891209-7ZNI3TWO0FZ5TGWMDEKI/Intra+Year+Gains+79-17.png Accountable Update Blog - The Flu and Recent Market Volatility In US dollars. US Market is measured by the Russell 3000 Index. Largest Intra-Year Gain refers to the largest market increase from trough to peak during the year. Largest Intra-Year Decline refers to the largest market decrease from peak to trough during the year. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1518132068641-9HVRLPJTW280NBTXHRJ5/Performance+of+S%26P+500+90-17.png Accountable Update Blog - The Flu and Recent Market Volatility In US dollars. For illustrative purposes. The missed best day(s) examples assume that the hypothetical portfolio fully divested its holdings at the end of the day before the missed best day(s), held cash for the missed best day(s), and reinvested the entire portfolio in the S&P 500 at the end of the missed best day(s). Annualized returns for the missed best day(s) were calculated by substituting actual returns for the missed best day(s) with zero. S&P data © 2018 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. One-Month US T- Bills is the IA SBBI US 30 Day TBill TR USD, provided by Ibbotson Associates via Morningstar Direct. Data is calculated off rounded daily index values. https://www.atxadvisors.com/accountable-update/2018/2/2/another-groundhog-day-another-market-high monthly 0.5 2018-02-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1517548490530-2WYNDXGDLL4BOWGE56SH/Groundhog.jpg Accountable Update Blog - Another Groundhog Day, Another Market High? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1517542213839-BS9ARQWXUVLAKYAE6LCP/S%26P+500+Total+Return+Highs+1926-2017.png Accountable Update Blog - Another Groundhog Day, Another Market High? For illustrative purposes only. Average gain is a simple average of all positive returns for the 1-, 3-, or 5-year periods analyzed. © 2018 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. https://www.atxadvisors.com/accountable-update/2018/1/25/thinking-about-market-timing-forget-it monthly 0.5 2018-01-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1516977739864-1UYLQUAX8MBD8Y71BA2B/Forgot+-+canstockphoto2780171.jpg Accountable Update Blog - Thinking About Market Timing? Forget It! https://www.atxadvisors.com/accountable-update/2018/1/19/roth-ira-tips-back-doors-and-key monthly 0.5 2018-01-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1516374840285-YEKYK4R7A6HVSFXZ6ADY/Door+and+keys.jpeg Accountable Update Blog - Roth IRA Tips, Back Doors, and Key https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1516374486995-U0N0IEZBDR4ALCHE2ZPN/Roth+Limits.JPG Accountable Update Blog - Roth IRA Tips, Back Doors, and Key https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1516374524010-1OQY1WML3QPRX46D96HN/Hypo+%241000+at+7.2%25.png Accountable Update Blog - Roth IRA Tips, Back Doors, and Key https://www.atxadvisors.com/accountable-update/2018/1/11/q4-2017-market-review monthly 0.5 2018-01-19 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515709964227-SBTTSUUAFUVEQL8HGLBB/Q417+Market+Summary.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515710666300-D0QS178YRS0XPBTBP6K8/Q417+World+Stock+Performance.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515710741175-RFLDGZDK8XPZNOLKU8NF/Q417+World+Stock+Performance+12+mos.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515710854260-3B8GGP6XKWON6PH5WBAB/Q417+World+Asset+Classes.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515710896492-WB2ZZBFIEV2UXC40EWNO/Q417+US+Stocks.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515710950075-760HNYU6XKCTUVOE89F8/Q417+International+Developed+Stocks.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515711008222-BY7H6XJXTRSLAAIZOS09/Q417+Emerging+Markets+Stocks.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515711071507-5XT3X0MFAJ55RCD5K3W2/Q417+Select+Country+Performance.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515711120843-EHAMPJPP0BSQGV674ZWO/Q417+Select+Currency+Performance.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515711152329-1QD1GE24DKCG6O432TZW/Q417+REITs.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515711191754-WDPAWXVWGU1L0F2HYMDN/Q417+Commodities.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515711285087-96HQANHI2FHCPTDK201U/Q417+Fixed+Income.png Accountable Update Blog - Q4 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515711349928-UH8LET5T07GP6ZDLTMYZ/Q417+Diversification.png Accountable Update Blog - Q4 2017 Market Review https://www.atxadvisors.com/accountable-update/2018/1/11/looking-back-2017-market-review monthly 0.5 2018-01-19 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515723457569-RIMZGJ77B0S1MBS8U6OA/62761-Exhibits-WSMP_rev3.jpg Accountable Update Blog - Looking Back - 2017 Market Review The chart above highlights some of the year’s prominent headlines in the context of global stock market performance as measured by the MSCI All Country World Index-Investable Market Index (MSCI ACWI IMI). These headlines are not offered to explain market returns. Instead, they serve as a reminder that investors should view daily events from a long-term perspective and avoid making investment decisions based solely on the news. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515723745714-HJP3RA5YCBBH6J26AKHG/62679-Exhibits-GDP.jpg Accountable Update Blog - Looking Back - 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515723370305-G0EY7WGXWIS9ZH29S71V/62761-Exhibits_MWI_rev2.jpg Accountable Update Blog - Looking Back - 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515723787770-N72N9UM31RC8NZY3U88U/62761-Exhibits-SP500_rev4.jpg Accountable Update Blog - Looking Back - 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515723292383-FIRX8QGDM3AXSU7AGLTC/62679-Exhibits-Rankings.jpg Accountable Update Blog - Looking Back - 2017 Market Review https://www.atxadvisors.com/accountable-update/2018/1/10/caveat-emptor-disgruntled-or-not monthly 0.5 2018-01-11 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515704208164-67LI5I9FMNS15A76AWQ3/WSJ+Home+Office.jpg Accountable Update Blog - Caveat Emptor, "Disgruntled, or not..." PHOTO: ILANA PANICH-LINSMAN FOR THE WALL STREET JOURNAL https://www.atxadvisors.com/accountable-update/2018/1/4/does-january-foretell-the-future monthly 0.5 2019-01-18 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515117904799-J9EWIT4C3XWPB13W2ZBS/Janus.jpg Accountable Update Blog - Does January Foretell the Future? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1515116704934-OH3DT3PTE3J6F6VNPZUY/January+Return+vs.+Subsequent+11-Month+Return+of+the+S%26P+500+Index.png Accountable Update Blog - Does January Foretell the Future? In US dollars. S&P 500 Index data provided by Standard & Poor’s Index Services Group. Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.atxadvisors.com/accountable-update/2017/12/29/happy-new-year-a-look-back-at-the-10-best-accountable-update-blog-posts monthly 0.5 2017-12-31 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1514562200349-Z6G99ISV8KO9LABRP182/New+Year.jpeg Accountable Update Blog - Happy New Year! A Look Back at the 10 Best Accountable Update Blog Posts https://www.atxadvisors.com/accountable-update/2017/12/21/4-tax-cuts-and-jobs-act-year-end-to-dos monthly 0.5 2017-12-29 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1513961656047-XAHHACW7QFITF0P3SR64/present.jpeg Accountable Update Blog - 4 Tax Cuts and Jobs Act Year End "To Do's" https://www.atxadvisors.com/accountable-update/2017/12/14/investment-facts-sustainability-leads-to-poor-performance monthly 0.5 2017-12-22 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1513302189313-QJD520IWUBM2WWBTDJFO/Solar+and+Wind.jpeg Accountable Update Blog - Sustainability Leads to Poor Performance? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1513292560845-P4894HBQI0035ACBT0MN/Deck+of+cards.jpeg Accountable Update Blog - Sustainability Leads to Poor Performance? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1513292719249-2N18JXLO8226FO14UG2V/Shaft.jpeg Accountable Update Blog - Sustainability Leads to Poor Performance? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1513293079052-2OH27NO06RXBNFJCOE19/Bluebonnets.jpg Accountable Update Blog - Sustainability Leads to Poor Performance? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1513298306400-2IT8BBFX1G7EXVZ0TXTM/DFA+11-30-17+Returns.JPG Accountable Update Blog - Sustainability Leads to Poor Performance? As of 11/30/2017. Performance data represents past performance. Past performance is no guarantee of future results, and current performance may be higher or lower than the performance displayed. The investment return and principal value of an investment will fluctuate such that an investor's shares, when redeemed, may be worth more or less than their original cost. Total returns include reinvestment of dividends and capital gains and are net of all fees and expenses. https://www.atxadvisors.com/accountable-update/2017/12/14/what-to-make-of-bitcoin-mania monthly 0.5 2017-12-15 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1513343845065-HKWGC656XEIA5Z7OBIJQ/bitcoin.jpeg Accountable Update Blog - What to Make of Bitcoin Mania? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1513300952851-NSKXU2PBPUZ1QIWD03KF/Emu.jpg Accountable Update Blog - What to Make of Bitcoin Mania? https://www.atxadvisors.com/accountable-update/2017/12/7/home-bias-and-global-diversification monthly 0.5 2017-12-15 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1512699851426-AQ0UHHF9DG8BNSQ82UUM/Globe+with+pins.jpeg Accountable Update Blog - Home Bias and Global Diversification https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1512699158766-1QO3YS3D3GM6FMRP11KL/Equity+Returns+of+Developed+Markets.jpg Accountable Update Blog - Home Bias and Global Diversification In US dollars. Source: MSCI developed markets country indices (net dividends). MSCI data © MSCI 2017, all rights reserved. Indices are not available for direct investment. Index performance does not reflect expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1512699414565-GW6ZSKRHN3B19LQ7YKJX/Equity+Returns+of+Emerging+Markets.jpg Accountable Update Blog - Home Bias and Global Diversification In US dollars. Source: MSCI emerging markets country indices (gross dividends). MSCI data © MSCI 2017, all rights reserved. Indices are not available for direct investment. Index performance does not reflect expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. https://www.atxadvisors.com/accountable-update/2017/11/30/your-2017-end-of-year-to-do-list monthly 0.5 2018-12-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1512103922409-THE0ZHQPRXU6TX9AX4U1/pen-calendar-to-do-checklist.jpg Accountable Update Blog - Your 2017 End of Year “To Do” List https://www.atxadvisors.com/accountable-update/2017/11/19/happy-thanksgiving-2017 monthly 0.5 2017-11-23 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1511456627511-TKBTR6BAV92I8N1AKZVZ/Pennybacker+Bridge+High+Shot+Happy+Thanksgiving.jpg Accountable Update Blog - Happy Thanksgiving 2017 https://www.atxadvisors.com/accountable-update/paying-for-college-fafsa-and-other-timely-lessons monthly 0.5 2017-11-23 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1510872064144-ZHI31WIWKLT2SXILKW8Z/4+oclock.jpeg Accountable Update Blog - Paying for College: FAFSA and Other "Timely" Lessons https://www.atxadvisors.com/accountable-update/2017/11/9/are-texas-teachers-getting-the-shaft monthly 0.5 2017-11-17 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1510256976999-3KIV64VVDM26RIC6P01Z/Shaft.jpeg Accountable Update Blog - Are Texas Teachers Getting the Shaft? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1510325129044-8LJQ1BC6LC19PRNIZXMX/TRS+Max+Fees.JPG Accountable Update Blog - Are Texas Teachers Getting the Shaft? Source: trs.texas.gov https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1510255622606-BC7YHYH4FKD7ZRFZIMIF/Craigslist+Ad+403b.JPG Accountable Update Blog - Are Texas Teachers Getting the Shaft? Source: austin.craigslist.org/jobs/sales/insurance https://www.atxadvisors.com/accountable-update/2017/11/3/tax-reform-tidbits monthly 0.5 2017-11-12 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509720091537-850SZE8QE9GBCDQ4FRLH/GOP+Tax+Comparison.png Accountable Update Blog - Tax Reform Tidbits Michael Kitces at Nerd’s Eye View https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509720386943-7ZS1GPIAIT3I6SE8XSCP/GOP+Cap+Gains+Tax.png Accountable Update Blog - Tax Reform Tidbits Michael Kitces at Nerd’s Eye View https://www.atxadvisors.com/accountable-update/2017/11/1/how-to-pick-a-mutual-fund monthly 0.5 2017-11-12 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509662476691-9NEIOC6CTEESDNTO0PTP/Doors.jpeg Accountable Update Blog - How to Pick a Mutual Fund https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509575242500-GQQM9LGV181J6KZT8D2C/World+Equity+Trading+2016.jpg Accountable Update Blog - How to Pick a Mutual Fund Source: World Federation of Exchanges members, affiliates, correspondents, and non-members. Trade data from the global electronic order book. Daily averages were computed using year-to-date totals as of December 31, 2016, divided by 250 as an approximate number of annual trading days. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509575392165-5RGD7VAFDLARSXKWWSQE/Growth+of+a+dollar+2016.jpg Accountable Update Blog - How to Pick a Mutual Fund US Small Cap is the CRSP 6–10 Index. US Large Cap is the S&P 500 Index. Long-Term Government Bonds is the IA SBBI US LT Govt TR USD, provided by Ibbotson Associates via Morningstar Direct. Treasury Bills is the IA SBBI US 30 Day TBill TR USD, provided by Ibbotson Associates via Morningstar Direct. US Inflation is measured as changes in the US Consumer Price Index. US Consumer Price Index data is provided by the US Department of Labor Bureau of Labor Statistics. CRSP data is provided by the Center for Research in Security Prices, University of Chicago. The S&P data is provided by Standard & Poor’s Index Services Group. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509575667589-8NER7BJQ7Z4WBA4XSZTG/US+Mutual+Fund+Perf+2016.jpg Accountable Update Blog - How to Pick a Mutual Fund Source: *Mutual Fund Landscape 2017, Dimensional Fund Advisors. See Appendix[1] for important details on the study. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509575807131-EDBYQVT4J4KGXSBDQKKN/Percent+of+top-ranked+funds+that+stay+on+top.jpg Accountable Update Blog - How to Pick a Mutual Fund Source: *Mutual Fund Landscape 2017, Dimensional Fund Advisors. See Appendix[2] for important details on the study. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509575904625-77Z19HF1AD6JJ3YC5XIQ/Dimensions+of+expected+returns.jpg Accountable Update Blog - How to Pick a Mutual Fund Relative price is measured by the price-to-book ratio; value stocks are those with lower price-to-book ratios. Profitability is a measure of current profitability based on information from individual companies’ income statements. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509575991202-T5DILYFJSNXQ1LUQ6MO1/Global+market+index.jpg Accountable Update Blog - How to Pick a Mutual Fund Number of holdings and countries for the S&P 500 Index and MSCI ACWI (All Country World Index) Investable Market Index (IMI) as of December 31, 2016. The S&P data is provided by Standard & Poor’s Index Services Group. MSCI data ©MSCI 2017, all rights reserved. International investing involves special risks such as currency fluctuation and political stability. Investing in emerging markets may accentuate those risks. Diversification does not eliminate the risk of market loss. Indices are not available for direct investment https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509576274523-W9GCO2JNNY829T7QDV4H/High+Cost+Reduces+Performance.jpg Accountable Update Blog - How to Pick a Mutual Fund The sample includes funds at the beginning of the five-, 10-, and 15-year periods ending December 31, 2016. Funds are sorted into quartiles within their category based on average expense ratio over the sample period. The chart shows the percentage of winner and loser funds by expense ratio quartile for each period, where winners are funds that survived and outperformed their respective Morningstar category benchmark and losers are funds that either did not survive or did not outperform their respective Morningstar category benchmark. US-domiciled open-end mutual fund data is from Morningstar and Center for Research in Security Prices (CRSP) from the University of Chicago. Past performance is no guarantee of future results. See Data Appendix for more information. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509576398308-X1BWF023HHDK40XZXRYU/High+Turnover+Reduces+Performance.jpg Accountable Update Blog - How to Pick a Mutual Fund The sample includes equity funds at the beginning of the five-, 10-, and 15-year periods ending December 31, 2016. Funds are sorted into quartiles within their category based on average turnover during the sample period. The chart shows the percentage of winner and loser funds by turnover quartile for each period, where winners are funds that survived and outperformed their respective Morningstar category benchmark and losers are funds that either did not survive or did not outperform their respective Morningstar category benchmark. US-domiciled open-end mutual fund data is from Morningstar and Center for Research in Security Prices (CRSP) from the University of Chicago. Past performance is no guarantee of future results. See Data Appendix for more information. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509576565486-MH1G0G6YIT3X11ROE0RS/Annual+returns+2016.jpg Accountable Update Blog - How to Pick a Mutual Fund US Large Cap is the S&P 500 Index. US Large Cap Value is the Russell 1000 Value Index. US Small Cap is the Russell 2000 Index. US Small Cap Value is the Russell 2000 Value Index. US Real Estate is the Dow Jones US Select REIT Index. International Large Cap Value is the MSCI World ex USA Value Index (net dividends). International Small Cap Value is the MSCI World ex USA Small Cap Value Index (net dividends). Emerging Markets is the MSCI Emerging Markets Index (net dividends). Five-Year US Government Fixed is the Bloomberg Barclays US TIPS Index 1–5 Years. The S&P data is provided by Standard & Poor’s Index Services Group. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Dow Jones data provided by Dow Jones Indices. MSCI data ©MSCI 2017, all rights reserved. Bloomberg Barclays data provided by Bloomberg. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509576634766-PW09ZH652WJDQRV4N85Y/News+Headlines.jpg Accountable Update Blog - How to Pick a Mutual Fund https://www.atxadvisors.com/accountable-update/2017/10/31/401ks-pre-tax-limits-may-be-safefor-now monthly 0.5 2017-10-31 https://www.atxadvisors.com/accountable-update/2017/10/26/scary-401k-proposal monthly 0.5 2017-10-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509063336818-56IFB0GDNB2FKQBHVGND/Trumpkin.jpg Accountable Update Blog - Scary 401(k) Proposal https://www.atxadvisors.com/accountable-update/2017/10/20/who-needs-long-term-care-planning monthly 0.5 2017-11-22 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1508508288367-O2K6PLV1LNHH9Q05BJHT/Old+Man+With+Ball.jpeg Accountable Update Blog - Who Needs Long-Term Care Planning? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1508506957289-X9RMC797XP6DS191I17J/insurance+premiums.jpg Accountable Update Blog - Who Needs Long-Term Care Planning? https://www.atxadvisors.com/accountable-update/2017/10/12/is-the-market-overheated monthly 0.5 2017-10-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507859922745-HEN1UPE0YOJ9W0GVZMLG/Overheated.jpg Accountable Update Blog - Is the Market Overheated? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507858774629-ZSS9TAIN4Q3XTWCRPW9W/SP+500+Annual+Returns+1926-2016.png Accountable Update Blog - Is the Market Overheated? In US dollars. The S&P data are provided by Standard & Poor's Index Services Group. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Index returns do not reflect the cost associated with an actual investment. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507859143840-RVLNXDR4WSKL84WLJ32G/SP+500+Frequency+of+positive+Returns+1926-2016.png Accountable Update Blog - Is the Market Overheated? From January 1926–December 2016 there are 913 overlapping 15-year periods, 973 overlapping 10-year periods, 1,033 overlapping 5-year periods, and 1,081 overlapping 1-year periods. The first period starts in January 1926, the second period starts in February 1926, the third in March 1926, and so on. In US dollars. The S&P data are provided by Standard & Poor’s Index Services Group. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not an indication of future results. https://www.atxadvisors.com/accountable-update/2017/10/5/q3-2017-market-review monthly 0.5 2017-10-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225806356-BIAKML808CE4PO7END3J/Q317+Market+Summary.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225846784-3JWYY80R2OL2857R1Z89/Q317+World+Stock+Market+Performance.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225851509-B3GZOPP00I0MBPSIXXMQ/Q317+World+Stock+Market+Performance+-+Long+Term.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225857592-U98YWHFETO0E84Q290ZS/Q317+World+Asset+Classes.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225862298-1V3V4OKKXQ76N417ZOHR/Q317+US+Stocks.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225867063-AF16G0RAE210H9HFQP4O/Q317+International+Developed+Stocks.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225871890-JIK8FUBVN9NGD3LJBIXP/Q317+Emerging+Markets+Stocks.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225877775-YFG9MFQ4EYJ98N4G239L/Q317+Select+Country+Performance.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225882006-IOFW84M43675U7K4PL2P/Q317+Select+Currency+Performance.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225888208-BONBRI0ADTS0NU7VFUS1/Q317+Real+Estate+Investment+Trusts.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225893618-IZLQT6YV3CVHEMDPBT58/Q317+Commodities.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225898945-XECTMIN1OU0SFSS21QC9/Q317+Fixed+Income.jpg Accountable Update Blog - Q3 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1507225903720-GSLD9C5IB5QUF06QFZO5/Q317+Impact+of+Diversification.jpg Accountable Update Blog - Q3 2017 Market Review https://www.atxadvisors.com/accountable-update/2017/9/29/atx-portfolio-advisors-will-donate-500-for-every-new-client monthly 0.5 2017-10-23 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1506696968794-O2AXS9KVLM74ZL22R6HQ/ATXLogo+with+EEF+PNG.png Accountable Update Blog - ATX Portfolio Advisors Will Donate $500 for Every New Client https://www.atxadvisors.com/accountable-update/2017/9/28/feel-lucky-how-to-handle-a-pension-buyout monthly 0.5 2017-10-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1506633598102-QP9ABNVDDUJRI5RO4GDS/Deck+of+cards.jpeg Accountable Update Blog - Feel Lucky? How to Handle a Pension Buyout https://www.atxadvisors.com/accountable-update/2017/9/21/shooting-down-a-fallacy-technically monthly 0.5 2017-10-23 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1506043698888-40G1NSDWV6LTKSTNGG5F/Tripping+Lawyers+in+NV.JPG Accountable Update Blog - Shooting Down a Fallacy, Technically https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1506043706796-KZUFID18IBPZ4GLEC94K/Suicides+Lawyers+NC.JPG Accountable Update Blog - Shooting Down a Fallacy, Technically https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1506043715586-7U1BLZJ35Z5PXKWWOLI0/Bed+Lawyers+PR.JPG Accountable Update Blog - Shooting Down a Fallacy, Technically https://www.atxadvisors.com/accountable-update/2017/9/14/answers-to-the-19-questions-to-ask-your-financial-adviser monthly 0.5 2017-10-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1505443386651-VRS6R1WMZ4P7AF8SC9B5/Question+Mark.jpeg Accountable Update Blog - Answers to "The 19 Questions to Ask Your Financial Adviser" https://www.atxadvisors.com/accountable-update/2017/9/14/freezing-out-protection-rackets-like-equifax-et-al monthly 0.5 2017-10-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1505418591114-W0ILVO6OUD2GBSD7KIYG/Frozen+Credit+Card.jpg Accountable Update Blog - Freezing Out "Protection" Rackets, Like Equifax (et al) https://www.atxadvisors.com/accountable-update/2017/9/7/an-economics-lesson-from-the-crisis monthly 0.5 2017-10-23 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1504830534968-S8JY4LODC1ZCKXS2R6AE/Trash+Can+Idiot.jpg Accountable Update Blog - An Economics Lesson from "The Crisis" Image from Imgur https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1504830811893-UXDNAT06T7PUWIC4EK8D/Markets+response+to+crisis.jpg Accountable Update Blog - An Economics Lesson from "The Crisis" In US dollars. Represents cumulative total returns of a balanced strategy invested on the first day of the following calendar month of the event noted. Balanced Strategy: 12% S&P 500 Index,12% Dimensional US Large Cap Value Index, 6% Dow Jones US Select REIT Index, 6% Dimensional International Marketwide Value Index, 6% Dimensional US Small Cap Index, 6% Dimensional US Small Cap Value Index, 3% Dimensional International Small Cap Index, 3% Dimensional International Small Cap Value Index, 2.4% Dimensional Emerging Markets Small Index, 1.8% Dimensional Emerging Markets Value Index, 1.8% Dimensional Emerging Markets Index, 10% Bloomberg Barclays Treasury Bond Index 1-5 Years, 10% Citigroup World Government Bond Index 1-5 Years (hedged), 10% Citigroup World Government Bond Index 1-3 Years (hedged), 10% BofA Merrill Lynch 1-Year US Treasury Note Index. The S&P data are provided by Standard & Poor’s Index Services Group. The Merrill Lynch Indices are used with permission; copyright 2017 Merrill Lynch, Pierce, Fenner & Smith Incorporated; all rights reserved. Citigroup Indices used with permission, © 2017 by Citigroup. Bloomberg Barclays data provided by Bloomberg. For illustrative purposes only. Dimensional indices use CRSP and Compustat data. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Not to be construed as investment advice. Rebalanced monthly. Returns of model portfolios are based on back-tested model allocation mixes designed with the benefit of hindsight and do not represent actual investment performance. See Appendix for additional information. https://www.atxadvisors.com/accountable-update/2017/9/1/recovering-from-harvey monthly 0.5 2017-09-01 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1504272965035-ZQWQSS34HD958DHR3K7F/Texas+Flag+Sun.jpg Accountable Update Blog - Recovering From Harvey https://www.atxadvisors.com/accountable-update/2017/8/25/build-a-financial-ark-to-weather-a-storm monthly 0.5 2017-10-23 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1503622600532-EYYLP02SCWWQ9ILHH7WN/hurricane-earth-satellite-tracking-71116.jpeg Accountable Update Blog - Build a Financial Ark to Weather a Storm https://www.atxadvisors.com/accountable-update/2017/8/18/3-ways-to-avoid-9-mistakes monthly 0.5 2017-08-18 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1503069983179-P9SGK4D0UIPY8YUM84TR/man-person-street-shoes.jpg Accountable Update Blog - 3 Ways to Avoid 9 Mistakes https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1503069365342-S4FASZ7H9B6N1Z3EH2AJ/Outsmarting+the+Market+16.jpg Accountable Update Blog - 3 Ways to Avoid 9 Mistakes https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1503069453930-Y3IEXJS3VEOVTCXUE622/Diversification+16.jpg Accountable Update Blog - 3 Ways to Avoid 9 Mistakes https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1503069570290-W68FSN0EFFSALJSJPTEL/Reacting+can+hurt+16.jpg Accountable Update Blog - 3 Ways to Avoid 9 Mistakes https://www.atxadvisors.com/accountable-update/2017/8/11/preparing-to-get-hit-by-life monthly 0.5 2017-08-11 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1502462314803-RH97HAAO0EBHL6MORHUT/image-asset.jpeg Accountable Update Blog - Preparing to Get Hit by Life https://www.atxadvisors.com/accountable-update/2017/8/3/is-the-market-due-for-a-wrench monthly 0.5 2017-08-04 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1501810081411-DPQ7RIQBXEZMME09DLAO/image-asset.jpeg Accountable Update Blog - Is the Market Due for a Wrench? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1501809223159-HV5QDGKIH72HFMUPRI7S/Market+Cap+Illustration.jpg Accountable Update Blog - Is the Market Due for a Wrench? For illustrative purposes only. Illustration includes constituents of the Russell 3000 Index as of December 31, 2016, on a market-cap weighted basis segmented into Large Value, Large Growth, Small Value, and Small Growth. Source: Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Please see Appendix for additional information. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1501809377707-G1NQVFTPJACNVBDDAE1V/Market+Cap+Dart+Board.jpg Accountable Update Blog - Is the Market Due for a Wrench? For illustrative purposes only. Illustration includes the constituents of the Russell 3000 Index as of December 31, 2016 on an equal-weighted basis segmented into Large Value, Large Growth, Small Value, and Small Growth. Source: Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Please see Appendix for additional information. https://www.atxadvisors.com/accountable-update/2017/7/28/time-for-a-new-pickup monthly 0.5 2017-12-31 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1501246980786-PSOE9TPVWFKQRMDUGTCK/image-asset.jpeg Accountable Update Blog - Time for a New Pickup? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1501253008315-Q7W5IOVBEOEQ45PRQ79I/Depreciation.jpg.png Accountable Update Blog - Time for a New Pickup? - Depreciation Illustration $53,383 pickup with annual depreciation of -15.91%. https://www.atxadvisors.com/accountable-update/2017/7/20/quick-announcement monthly 0.5 2017-07-25 https://www.atxadvisors.com/accountable-update/2017/7/13/getting-what-you-dont-pay-for monthly 0.5 2017-07-14 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499988114720-K6FP1KDI5PVWW20F3JVY/image-asset.jpeg Accountable Update Blog - Getting What You Don’t Pay For https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499988277384-G0H9LWEEHKWTOZFYBADK/image-asset.jpeg Accountable Update Blog - Getting What You Don’t Pay For https://www.atxadvisors.com/accountable-update/2017/7/7/q2-2017-market-review monthly 0.5 2017-07-07 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499430658084-8XSKOBWF3PVAU23QJY3E/image-asset.jpeg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432295595-BNVAL7S7ZSK4MA7CAHIT/Q217+World+Stock+Market+Performance+Qtr.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432305406-1CR5SQ293AI7KO80FUC5/Q217+World+Stock+Market+Performance.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432310980-SNYALVPB9QU4I9Z1KEC7/Q217+World+Asset+Classes.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432314405-ONRBIBK823NHCVZD3IJ4/Q217+US+Stocks.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432321693-705FTW4JFYMJI7AX8VAM/Q217+International+Developed+Stocks.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432325419-YJ1TO23Y2C64FF0C0S3V/Q217+Emerging+Markets.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432333546-AGM2OL627TXKGWD6RD7E/Q217+Select+Country+Performance.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432341174-G72ULRQII1TIORZV7B9S/Q217+Select+Currency+Performance.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432347432-TDTDC14U8X9RSXY9FOGY/Q217+REITS.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432354154-G6S19V5KUXIO9PR2P8ZT/Q217+Commodities.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432358779-WURLZ41CHIJ7U5TPZBLW/Q217+Fixed+Income.jpg Accountable Update Blog - Q2 2017 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1499432365491-P6UG2PXIQXHYF0HDMWS2/Q217+Impact+of+Diversification.jpg Accountable Update Blog - Q2 2017 Market Review https://www.atxadvisors.com/accountable-update/2016/2/18/4-letters-worth-repeating-again-2zxb8 monthly 0.5 2017-07-14 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498835098432-KK3HK255FV9I1YY4RP2E/image-asset.jpeg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498828157926-A03ZCTI2PCVN0191RPCV/image-asset.jpeg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498836061457-AG5GZ81G563A8KEFQ580/Yearly+Observations+of+Premiums+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498836066465-F68S9G840V0NMMYY3X03/Yearly+Observations+of+Premiums+ex+US+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498836073116-ALMNV3FRBI3004I6ONWY/Yearly+Observations+of+Premiums+Emerging+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498836240651-7MIPP9SSY9U1VNXWM0SZ/Historical+5+Yr+Premium+Performance+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498836245096-6KSOMVLXIED6GF6EVIFE/Historical+5+Yr+Premium+Performance+ex+US+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498836249282-2TY3VVGS3KIY8PH0LSYS/Historical+5+Yr+Premium+Performance+Emerging+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498836459372-O7LQ0JFXJVM7Q1KUVS0R/Historical+10+Yr+Premium+Performance+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498836463923-HVK84TCKTTSS0MX6N2QB/Historical+10+Yr+Premium+Performance+ex+US+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498836468368-SEDVVUL8SFKM1LCBEKY5/Historical+10+Yr+Premium+Performance+Emerging+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498828246589-1PFLL1SFO7AY3M42CUYG/10+Yr+Dimension+Performance.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498834740235-XOTZ8A1E0E93GJNBHUYF/Historical+Premiums+over+Rolling+Periods+US+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498834749338-PKMRY01FPWX9TILMKMY6/Historical+Premiums+over+Rolling+Periods+ex+US+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498834757304-RPJNFG6J260CVXULB8CJ/Historical+Premiums+over+Rolling+Periods+Emerging+Markets+2017.jpg Accountable Update Blog - 4 Letters Worth Repeating...Again https://www.atxadvisors.com/accountable-update/2017/6/22/ink-blots-or-evidence-research-shows-profitability-matters monthly 0.5 2017-06-23 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498190555287-U86BSKJLM0VKYK2DWXK2/What+Do+You+See.jpg Accountable Update Blog - Ink Blots or Evidence? Research Shows Profitability Matters https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498190119119-YQ8K2VDDI46JFCUUAYQP/1498077814_20493351_TN_DIGITAL_CHART_LINE_A_BUY_v2.jpg Accountable Update Blog - Ink Blots or Evidence? Research Shows Profitability Matters https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498189126072-4BCHPCZQ7D9AHOOMPIAQ/image-asset.jpeg Accountable Update Blog - Ink Blots or Evidence? Research Shows Profitability Matters https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1498191107612-FVV3UL93L9U23YUHU4RI/image-asset.jpeg Accountable Update Blog - Ink Blots or Evidence? Research Shows Profitability Matters Profitability is measured as operating income before depreciation and amortization minus interest expense scaled by book. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. Actual returns may be lower. See “Index Descriptions” in the appendix for descriptions of Dimensional and Fama/French index data. Eugene Fama and Ken French are members of the Board of Directors for and provide consulting services to Dimensional Fund Advisors LP. https://www.atxadvisors.com/accountable-update/2017/6/15/age-gaps-the-fed-and-the-landscape monthly 0.5 2017-06-16 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1497620214197-EA4TTSI3K61AMGJ4RXWQ/image-asset.jpeg Accountable Update Blog - Age Gaps, the Fed, and the Landscape https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1497618339693-B3XTENTWJINSA7WZKYH5/image-asset.jpeg Accountable Update Blog - Age Gaps, the Fed, and the Landscape Exhibit 1. Chart created in Kwanti Portfolio Lab. Past performance is not indicative of future results. You cannot invest directly in an index. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1497568303162-I4NPE8JKY1XOVQ2LN7NP/image-asset.jpeg Accountable Update Blog - Age Gaps, the Fed, and the Landscape Exhibit 2 https://www.atxadvisors.com/accountable-update/2017/6/9/get-in-shape-to-improve-your-fiscal-condition monthly 0.5 2019-01-25 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1497019041456-OW2XR69H2CDBGYAWK0PQ/image-asset.jpeg Accountable Update Blog - Get in Shape to Improve Your Fiscal Condition Better physical health has fiscal benefits. https://www.atxadvisors.com/accountable-update/2017/6/1/personal-finance-101-for-college-freshmen-and-an-issue-brief monthly 0.5 2017-06-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1496411115092-UDTNZCPPVM9W94NULG7J/image-asset.jpeg Accountable Update Blog - Paris, Personal Finance 101 for Freshmen and an Issue Brief https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1496434686488-1GNQSF3DV2ABMM2UXW95/Monthly+US+Returns+vs+Fed+Funds+Rate.jpg Accountable Update Blog - Paris, Personal Finance 101 for Freshmen and an Issue Brief https://www.atxadvisors.com/accountable-update/2017/5/25/are-we-heading-for-a-bitcoin-bloodbath monthly 0.5 2017-05-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1495761504789-WCYVJZE4HSG63PRHMPGP/image-asset.jpeg Accountable Update Blog - Are We Heading for a Bitcoin Bloodbath? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1495760760965-0GBGFWJXGIY2GN9AP4G9/image-asset.jpeg Accountable Update Blog - Are We Heading for a Bitcoin Bloodbath? https://www.atxadvisors.com/accountable-update/2017/5/19/want-to-be-smarter-disagree monthly 0.5 2017-05-19 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1495204335182-74YT6MSOPNT8TVTPBKG4/image-asset.jpeg Accountable Update Blog - Want to Be Smarter? Disagree! https://www.atxadvisors.com/accountable-update/2017/5/11/a-few-miles-from-uncertain monthly 0.5 2017-05-12 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1494593931304-BKZG4GXYJFTEVZC8OW9K/image-asset.jpeg Accountable Update Blog - A Few Miles From Uncertain Photo by Christopher Wheeler https://www.atxadvisors.com/accountable-update/2017/5/5/planning-for-alzheimers monthly 0.5 2017-10-24 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1493990213897-IS0K82WNS7Y54X5PNYAO/image-asset.jpeg Accountable Update Blog - Planning for Alzheimer's https://www.atxadvisors.com/accountable-update/2017/4/28/two-huuuge-questions-about-the-biggest-tax-cut-in-american-history monthly 0.5 2017-04-28 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1493384120387-9WV0382TL8HCX5NBIBFO/image-asset.jpeg Accountable Update Blog - Two HUUUGE Questions About The Biggest Tax Cut In American History https://www.atxadvisors.com/accountable-update/2017/4/21/want-more-interest-on-your-cash monthly 0.5 2017-04-21 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1492786733676-LEQCTJJ96FHOLOLIPWRZ/image-asset.jpeg Accountable Update Blog - Want More Interest On Your Cash? 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Market cap data is free-­float adjusted and meets minimum liquidity and listing requirements. Many nations not displayed. Totals may not equal 100% due to rounding. China market capitalization excludes A-shares, which are generally only available to mainland China investors. https://www.atxadvisors.com/accountable-update/2017/2/23/how-much-should-financial-advice-cost-1 monthly 0.5 2017-10-24 https://www.atxadvisors.com/accountable-update/2017/2/17/step-out-of-your-shadow-recognizing-investment-bias monthly 0.5 2017-02-17 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1487340636347-NX4VAWWRRA7R4UBTBJMR/image-asset.jpeg Accountable Update Blog - Step Out of Your Shadow - Recognizing Investment Bias https://www.atxadvisors.com/accountable-update/2017/2/10/would-you-like-insurance-a-look-at-the-cost-of-hedging monthly 0.5 2017-10-11 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1486737652115-NEIWOS8AMVNNW6U3XKOI/image-asset.jpeg Accountable Update Blog - Would You Like Insurance? 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The 10 Best Accountable Update Blog Posts of 2016 https://www.atxadvisors.com/accountable-update/2016/12/23/merry-christmas monthly 0.5 2016-12-23 https://www.atxadvisors.com/accountable-update/2016/12/15/have-we-seen-this-movie monthly 0.5 2016-12-16 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1481844711364-2Z0IJ3FN80M5KO7G51FU/Movie+Night.jpg Accountable Update Blog - Have We Seen This Movie? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1481841988776-8Q1WGLZ9G2RRXUE1NOEX/image-asset.jpeg Accountable Update Blog - Have We Seen This Movie? Securities data provided by Bloomberg Barclays LIVE. Bloomberg Barclays data provided by Bloomberg. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1481842166786-J0O18MGOKBC4ET7FKCAP/image-asset.jpeg Accountable Update Blog - Have We Seen This Movie? Source: US Department of the Treasury. https://www.atxadvisors.com/accountable-update/2016/12/9/do-faster-horses-make-more-money monthly 0.5 2016-12-09 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1481293696392-1LYDX9T5K8GRBDY9655V/image-asset.jpeg Accountable Update Blog - Do Faster Horses Make More Money? https://www.atxadvisors.com/accountable-update/2016/12/1/tax-moves-and-predictions-about-2017 monthly 0.5 2016-12-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1480639195671-ZSTWD1JX5HMXK3X68FTG/Crystal+Ball.jpg Accountable Update Blog - Tax Moves and Predictions About 2017 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1480635990047-1S6IDP9L4SIW9JE7UW1O/2017+Proposed+Income+Tax+Rates.png Accountable Update Blog - Tax Moves and Predictions About 2017 Exhibit 1. From Michael Kitces at Nerd’s Eye View https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1480636222158-UVJQLYOOGI6Z3G0PH4NX/image-asset.png Accountable Update Blog - Tax Moves and Predictions About 2017 Exhibit 2. From Michael Kitces at Nerd’s Eye View https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1480637198672-WMHB0RX5KUMPNKKD736K/Benchmark+Underperformance.png Accountable Update Blog - Tax Moves and Predictions About 2017 Exhibit 1. Percentage of US Equity Funds That Underperformed a Benchmark Source: SPIVA US Scorecard, “Percentage of US Equity Funds Outperformed by Benchmarks.” Data as of June 30, 2016. Past performance is no guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. The S&P data is provided by Standard & Poor’s Index Services Group. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1480637474379-I871TJ2R1HGMUB6PHJ84/image-asset.png Accountable Update Blog - Tax Moves and Predictions About 2017 Exhibit 2. Markets Have Rewarded Discipline Growth of a dollar—MSCI World Index (net dividends), 1970–2015 In US dollars. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is no guarantee of future results. MSCI data © MSCI 2016, all rights reserved https://www.atxadvisors.com/accountable-update/2016/11/18/need-advice-be-careful-who-you-ask monthly 0.5 2017-04-22 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1479485665102-N4K8C141C05UKAL1DAAK/image-asset.jpeg Accountable Update Blog - Need Advice? Be Careful Who You Ask https://www.atxadvisors.com/accountable-update/2016/11/10/7hli0b0xykum7iwiaub1fo8qnvwbio monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1478834833595-TQT2WII1XTUHL4ITAJSH/image-asset.jpeg Accountable Update Blog - Service Before Selfie, More Idiotic Advice, and a Wish https://www.atxadvisors.com/accountable-update/2016/11/4/dj5acihfhv59lirlkzw7ai3slzigs8 monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1478273412376-2TSBWEPQ8W27UPJST01Q/image-asset.jpeg Accountable Update Blog - A Sports Lesson For Investors https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1478272070479-UMC7VKC2QVYFNB10ONBO/Embrace+Market+Pricing.jpg Accountable Update Blog - A Sports Lesson For Investors https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1478272213236-L37E7SNR8ZD4VN24AB0U/image-asset.jpeg Accountable Update Blog - A Sports Lesson For Investors https://www.atxadvisors.com/accountable-update/2016/10/27/avoiding-the-village-idiot-and-other-q4-tips monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1477665956588-4HM623QPCF0ZVT103MKN/image-asset.jpeg Accountable Update Blog - 5 Year End Ideas That Aren't Idiotic https://www.atxadvisors.com/accountable-update/2016/10/21/kw0qdtghbjlvmtk9e0o7o73f2u2fa7 monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1477064077846-FYRS2YGV2KG1QN1NZK58/image-asset.jpeg Accountable Update Blog - The Death of Stock Pickers? Exhibit 1 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1477064048350-6D07C4E3NKIRE0JMWO74/image-asset.jpeg Accountable Update Blog - The Death of Stock Pickers? Exhibit 2 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1477064590567-C9EC0Q9U18B71KUNDGWH/image-asset.jpeg Accountable Update Blog - The Death of Stock Pickers? Exhibit 3 https://www.atxadvisors.com/accountable-update/2016/10/13/deadlines-elections-and-markets monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1476381505704-X7TYUKVCQ2KZFS9BXZK7/image-asset.jpeg Accountable Update Blog - Deadlines, Elections, and Markets Exhibit 1. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1476381611184-5TVCMZYIT0T0L7LYYG1F/image-asset.jpeg Accountable Update Blog - Deadlines, Elections, and Markets Exhibit 2. https://www.atxadvisors.com/accountable-update/2016/10/7/q3-2016-market-review monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841341268-UJ4O7WR1IV85MJXWJY46/image-asset.jpeg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841203181-DN3NBAQSK1NDDAY6IN2R/Q316+World+Stock+Market+Performance.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841221904-HMPYZU4ET4GM1PJP19GE/Q316+World+Stock+Market+Performance+-+Long+Term.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841233201-8BGQ3X2CQMYHACJCA8G0/Q316+World+Asset+Classes.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841243286-PIPK7FCQ4JLOKLUILRVH/Q316+US+Stocks.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841255076-OLVI59QRSWB0E6419DSA/Q316+International+Developed+Stocks.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841264613-JCTSKAIEAM3OJEIXLZAC/Q316+Emerging+Markets+Stocks.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841275100-5EQUJ8JU3SL0WM6539VA/Q316+Select+Country+Performance.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841285502-GOF2O0T33E5C8K3952UG/Q316+Real+Estate+Investment+Trust.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841298867-KN2XB0RYMMFD8CDRG7RG/Q316+Commodities.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841308652-AJ4M6WJBBV9CN96IYS0H/Q316+Fixed+Income.jpg Accountable Update Blog - Q3 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475841324053-3LD5C19JNS8R0UX5IHLR/Q316+Global+Diversification.jpg Accountable Update Blog - Q3 2016 Market Review https://www.atxadvisors.com/accountable-update/2016/9/29/jump-or-ease-in-lump-sum-versus-dollar-cost-averaging monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475172303513-H1BIZTTBR0HM3AR3ZPOG/image-asset.jpeg Accountable Update Blog - Jump or Ease In? Lump Sum Versus Dollar Cost Averaging https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1475171811731-D8N95ZUA6QGX6OWWA0AF/image-asset.jpeg Accountable Update Blog - Jump or Ease In? Lump Sum Versus Dollar Cost Averaging Exhibit 1: For 2 out 3 investors, dollar cost averaging will increase the average price paid as stock and bond prices tend to go up over time. https://www.atxadvisors.com/accountable-update/2016/9/23/3-lessons-from-being-self-employed monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1474641293331-AQQI206QNWI8S6UIQ60H/image-asset.jpeg Accountable Update Blog - 3 Lessons from Being Self-Employed https://www.atxadvisors.com/accountable-update/2016/9/16/do-lifetime-hunting-fishing-licenses-make-sense monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1474037090867-9VAJO85O2O536LIFDB0T/josh+with+first+deer+cropped.jpg Accountable Update Blog - Finance Question From the Campfire: Do Lifetime Hunting & Fishing Licenses Make Sense? My little huntin' buddy. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1474035511483-D3VS7YRIAIGL13Z9FZYY/image-asset.jpeg Accountable Update Blog - Finance Question From the Campfire: Do Lifetime Hunting & Fishing Licenses Make Sense? Exhibit 1. Annual Texas Super Combo License cost at a 2% inflation rate versus the internal rate of return (IRR) of a Lifetime License. https://www.atxadvisors.com/accountable-update/2016/9/8/back-to-school monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1473387368846-MUAFSMSKM29UQK0RI3AB/image-asset.jpeg Accountable Update Blog - Back to School https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1473385947297-ZDL3SK1B6WO9NZKNV55P/image-asset.jpeg Accountable Update Blog - Back to School Source: The College Board, “Trends in College Pricing 2015.” https://www.atxadvisors.com/accountable-update/2016/9/2/negative-real-returns monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472832036073-1PWKYTKVLIT6ML8DDBHT/image-asset.jpeg Accountable Update Blog - Negative Real Returns https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472828508563-1ZX2B1GHQ4EYAVY6ZTYN/image-asset.jpeg Accountable Update Blog - Negative Real Returns https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472831313219-Y67QOOJWHHE48J5Y878L/image-asset.jpeg Accountable Update Blog - Negative Real Returns Exhibit 1. Annual Real Returns of One-Month US Treasury Bills Source: Dimson, Marsh, and Staunton (DMS); Morningstar. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472831333905-IUOQGMDVFN879CC6R5A6/image-asset.jpeg Accountable Update Blog - Negative Real Returns Exhibit 2. Percent of Years with Negative Real Returns on Government Bills, 1900–2015 Source: Dimson, Marsh, and Staunton (DMS); Morningstar. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472831436197-NED3ATB3LF0VOWJEI5QH/image-asset.jpeg Accountable Update Blog - Negative Real Returns Exhibit 3. Trailing Annualized Returns Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Trailing returns are as of June 2016. The Barclays Global Aggregate Bond Index is hedged to USD. Real Return = [(1 + Nominal Return)/(1 + Inflation)] − 1. Sources: Barclays, Morningstar. Barclays indices copyright Barclays 2016. https://www.atxadvisors.com/accountable-update/2016/8/26/5e5oyt0y2oiacs96u9y768ez99gctt monthly 0.5 2017-04-12 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472226447365-LEC2LRHJV6W507S5MIJK/image-asset.jpeg Accountable Update Blog - 5 Bad Investment Ideas https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472223187462-RQ87CHVHE4F5EXEV9ZK9/image-asset.jpeg Accountable Update Blog - 5 Bad Investment Ideas https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472223538850-C4JBY46D1SNC7KWHEGDE/image-asset.jpeg Accountable Update Blog - 5 Bad Investment Ideas https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472224241903-QCVSHG8MFGP2K3KO4WPY/image-asset.jpeg Accountable Update Blog - 5 Bad Investment Ideas https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1472224712076-05CKNB39AD12CNMWA9VT/image-asset.jpeg Accountable Update Blog - 5 Bad Investment Ideas https://www.atxadvisors.com/accountable-update/2016/8/18/flingin-it-81916 monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1471563638814-FN0HCNC8FPZJA3NSY11V/image-asset.jpeg Accountable Update Blog - Flingin' It - 8/19/16 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1471572525580-O36VSR9EWY1ALW3NSLP9/image-asset.jpeg Accountable Update Blog - Flingin' It - 8/19/16 Sources: World Bank, MSCI, Morningstar. Shorter time periods shown for some countries due to data availability. Past performance is no guarantee of future results. See Data Appendix for details. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1471573545403-J2ME6OU82DLJWI16MM0K/image-asset.jpeg Accountable Update Blog - Flingin' It - 8/19/16 Sources: World Bank, MSCI, International Finance Corporation (World Bank). Past performance is no guarantee of future results. Filters were applied to data retroactively and with the benefit of hindsight. Returns are not representative of indices or actual strategies and do not reflect costs and fees associated with an actual investment. Actual returns may be lower. Please see Data Appendix for more information. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1471576862021-LDO3VV1V14NI40HF3NLQ/image-asset.jpeg Accountable Update Blog - Flingin' It - 8/19/16 https://www.atxadvisors.com/accountable-update/2016/8/12/a-picture-is-worth-thousands- monthly 0.5 2017-04-22 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1471011358024-U7QW9Q8KDZU412VKUR9D/image-asset.jpeg Accountable Update Blog - A Picture is Worth Thousands ($) https://www.atxadvisors.com/accountable-update/2016/8/5/money-for-nothing-and-college-for-free monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1470404042034-LMSVWCTHECO0FOPD2T6Z/image-asset.jpeg Accountable Update Blog - Money For Nothing and College For Free? https://www.atxadvisors.com/accountable-update/2016/7/22/n3txaxceffvlinf0nbjo3l8hx1cwgq monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1469725911765-IC4CMLDDLP3GVL3ZSAOA/Softball.jpg Accountable Update Blog - Hard Work, Optimism, and Good Cheer https://www.atxadvisors.com/accountable-update/2016/7/8/vyb8lkxrshq7g17ktcx80zuxiau9ne monthly 0.5 2016-07-08 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978296780-VTOEEMT7I0SJ8IJ7UHYR/image-asset.jpeg Accountable Update Blog - Q2 2016 Market Review The Q2 2016 Market Review may be easier to navigate directly on www.atxadvisors.com than through the RSS feed email version. I apologize for any inconvenience the formatting may cause for our email subscribers. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978144872-0I6TCUYXQ0HY88BAQBIU/Q216+World+Stock+Market+Performance.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978160120-QPX6YTM9CVQAFEY5ALAT/Q216+World+Stock+Market+Performance+-+Short+Term.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978171993-VOADOJ4TU38218UUE4QC/Q216+World+Asset+Classes.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978183338-O905D9OX6YS5A65EZ8CJ/Q216+US+Stocks.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978197716-HTSV8K1ITW6FP01IY0YR/Q216+International+Developed+Stocks.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978206416-EOYABO7NM5VQGRNWXW7F/Q216+Emerging+Markets+Stocks.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978234032-NFJF637RJ1WCE7PMPYN0/Q216+Select+Country+Performance.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978242628-R84D4C1HZRPMVRW9NTR4/Q216+Real+Estate+Investment+Trusts.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978251645-R942ZNDZULQKPKXWBJHL/Q216+Commodities.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978261257-KTM3XYE5TBRKMAG6T3SM/Q216+Fixed+Income.jpg Accountable Update Blog - Q2 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467978269325-FXJ6M8CYKWVFUTRJAV85/Q216+Global+Diversification.jpg Accountable Update Blog - Q2 2016 Market Review https://www.atxadvisors.com/accountable-update/2016/7/1/flingin-it-independence-day-edition monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1467379860858-U3NEOPM81TO3DMKEZ2AB/image-asset.jpeg Accountable Update Blog - Flingin' It - Brexit Edition Photo by tudor-rose https://www.atxadvisors.com/accountable-update/2016/6/24/rvx74ctxgf149wk63jr2ehl4gel6j0 monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1466769686506-KEWYGQXUPR9H1FIBDHQG/Blue+Hole.jpg Accountable Update Blog - A Loose Plan for the Summer Photo by robert thigpen https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1466769862120-LF5IQAPRI44PWMZLTNQS/Marfa+Lights.jpg Accountable Update Blog - A Loose Plan for the Summer Photo by steve baxter https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1466771748853-KK8TEMGNY7YZQNFR4P3B/Gorman+Falls.jpg Accountable Update Blog - A Loose Plan for the Summer Photo by Randall Chancellor https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1466772085751-HDTOXBVJ67MB0SGO1B1D/Palo+Duro+Canyon.jpg Accountable Update Blog - A Loose Plan for the Summer Photo by Steve Rainwater https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1466772647217-EXXP8AA16VQI0PLYI9MU/Rockport+Pier.jpg Accountable Update Blog - A Loose Plan for the Summer Photo by Vincent Lock https://www.atxadvisors.com/accountable-update/2016/6/17/time-to-cash-out-theres-a-plan-for-that monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1466176383612-DFDU25QXJZ472T9021GV/image-asset.jpeg Accountable Update Blog - Business Owners: Time to Cash Out? There's a Plan for That Photo by www.stockmonkeys.com https://www.atxadvisors.com/accountable-update/2016/6/10/flingin-it-61016 monthly 0.5 2017-04-20 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1465567084778-ABTMKX4C6ICAELLHUMFQ/image-asset.jpeg Accountable Update Blog - Flingin' It - 6/10/16 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1465565965077-0RCVQB4YYQ90WCWJFU8E/Exhibit+1.jpg Accountable Update Blog - Flingin' It - 6/10/16 S&P data provided by StanS&P data provided by Standard & Poor’s Index Services Group. Russell data © Russell Investment Group 1995-2016, all rights reserved. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1492697563306-KMNWJM7Q8T4EA9E8H2UO/Exhibit+2.jpg Accountable Update Blog - Flingin' It - 6/10/16 MSCI data © MSCI 2016, all rights reserved. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1465566287584-7LP7RDBWR1RW00FOO3ZF/image-asset.jpeg Accountable Update Blog - Flingin' It - 6/10/16 Russell data © Russell Investment Group 1995–2016, all rights reserved. Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.atxadvisors.com/accountable-update/2016/6/3/bored-keep-your-head-up monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1464966171044-YXT6QH862BPSJS2CR4ZI/image-asset.jpeg Accountable Update Blog - Bored? Keep your head up!   Photo by JimTell https://www.atxadvisors.com/accountable-update/2016/5/27/memorial-day-time-to-remember-the-fallen monthly 0.5 2019-01-18 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1464357572786-QQ9R55EFAP0D91K8X2Y0/image-asset.jpeg Accountable Update Blog - Memorial Day, Take a Minute Photo by Beverly https://www.atxadvisors.com/accountable-update/2016/5/20/oqsadut3d98qi64eibouw92ct4fowu monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1463716271489-O5CK9P780THAO7IAB78A/image-asset.jpeg Accountable Update Blog - A King, a Prince, and Heirs to the Throne Photo by Rob Greebon https://www.atxadvisors.com/accountable-update/2016/5/12/flingin-it-51316 monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1463154507479-PA32UW059N06O1WWZVF3/image-asset.jpeg Accountable Update Blog - Flingin' it - 5/13/16 Photo by tudor-rose https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1463093285403-G3GUQ4G7LK8EU3Y04K3Y/image-asset.jpeg Accountable Update Blog - Flingin' it - 5/13/16 Sources: S&P Dow Jones Indices, Bureau of Economic Analysis. Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.atxadvisors.com/accountable-update/2016/5/6/issue-brief-what-is-fiduciary-advice monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1462373731999-7HULXD0NR7U2FT3PRXHP/image-asset.jpeg Accountable Update Blog - Issue Brief - What Is Fiduciary Advice? Photo by Simon Cunningham https://www.atxadvisors.com/accountable-update/2016/4/22/psat-and-an-oh-moment monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1461355087964-7XLHCRTGEXX3AP8KXGL4/image-asset.jpeg Accountable Update Blog - PSAT and an O$#!+ Moment Photo by Luftphilia https://www.atxadvisors.com/accountable-update/2016/4/14/u26fg93cj659hvh00rp8mv8hj71a9l monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460716345523-BL2NVB4N3M5Q15H5Y3W1/image-asset.jpeg Accountable Update Blog - Allergies and April 18 Photo by Nimai Malle https://www.atxadvisors.com/accountable-update/2016/3/31/3ec2wjl063c1m8ba33hniub7xefb6m monthly 0.5 2016-06-21 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460058118678-L7420GWEA6YJUZEJU25Q/image-asset.jpeg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460115986246-NSCAWQI9G0H1MF2VTVZZ/Q116+World+Stock+Market+Performance.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116016776-MPLJM1M6FXYFU8CN0V2R/Q116+World+Stock+Market+Performance+-+12+Months.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116058219-GKOPIKTOHDC0J80RLMOQ/Q116+World+Asset+Classes.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116080895-9C5T6RWU39MQKJCTRMI4/Q116+US+Stocks.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116112273-D7L7GV6ONXFPGIQNYTAI/Q116+International+Developed+Stocks.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116136700-5GQFSG7AO43JN2CLO04F/Q116+Emerging+Markets+Stocks.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116155677-1U84SN0GDE88PWOBP9WY/Q116+Select+Country+Performance.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116182885-34Q7ZESNCKLDJAHIJAV6/Q116+Real+Estate+Investment+Trusts.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116208698-YNDQIM6CHL44X91V6HXE/Q116+Commodities.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116244841-PSJPV33VYUDS4JOFLO14/Q116+Fixed+Income.jpg Accountable Update Blog - Q1 2016 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1460116257064-3OHASPYI0U1TL4KGXOM2/Q116+Global+Diversification.jpg Accountable Update Blog - Q1 2016 Market Review https://www.atxadvisors.com/accountable-update/2016/3/25/its-a-good-friday-for-estate-planning monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1458914246506-Y8OTVFXX08YE2M5HW5E2/Easter+Eggs.jpg Accountable Update Blog - It's a Good Friday for Estate Planning Photo by Richard Hemmer https://www.atxadvisors.com/accountable-update/2016/3/16/su monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1458155901364-ICIAZ252JHJWBG92T179/image-asset.jpeg Accountable Update Blog - ACTION REQUIRED! Sustainable Accountability https://www.atxadvisors.com/accountable-update/2016/3/11/qj7xb5zj4mubbdlmczkkx2w2vseghx monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1457701216880-ZPW2T7Y841ZJSYU7OOBR/Baseballs.jpg Accountable Update Blog - Play Ball! Ace the Tax Test (and others too) Photo by Edwin Martinez https://www.atxadvisors.com/accountable-update/2016/3/3/issue-briefs-on-diversification-and-yields monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1457050525292-PRRONQZMY81V4ZBIR7AK/image-asset.jpeg Accountable Update Blog - "Issue Briefs" on Diversification and Yields https://www.atxadvisors.com/accountable-update/2016/3/2/happy-texas-independence-day-from-atx-portfolio-advisors monthly 0.5 2016-03-02 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1456952845003-5SYH5GV4XO8PBCOKJSAS/image-asset.jpeg Accountable Update Blog - Happy Texas Independence Day From ATX Portfolio Advisors   Photo by Kimberly Vardeman https://www.atxadvisors.com/accountable-update/2016/2/26/the-accountable-super-tuesday-platform-for-saving-america-and-some-money monthly 0.5 2017-01-26 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1485407144083-VTAYBT3SZ92MJ5BEPIYP/image-asset.jpeg Accountable Update Blog - The Accountable Super Tuesday Platform for Saving America (and some money) Photo by www.dronethusiast.com https://www.atxadvisors.com/accountable-update/2016/2/18/4-letters-worth-repeating-t-i-m-e monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1455852112290-I6JEEAMIXZKDBB68HPST/image-asset.jpeg Accountable Update Blog - 4 Letters Worth Repeating, T-I-M-E https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1455852222174-0URNC612FJBNEQTEAIDT/image-asset.jpeg Accountable Update Blog - 4 Letters Worth Repeating, T-I-M-E https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1455852574960-72FZOGRJ6NFMZLNJHFAD/image-asset.jpeg Accountable Update Blog - 4 Letters Worth Repeating, T-I-M-E https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1455852700845-QYPLPDMA7SJGL7QTRM2E/image-asset.jpeg Accountable Update Blog - 4 Letters Worth Repeating, T-I-M-E https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1455852838675-D7HG8TZXFYQ84KIZF2LR/10+Yr+Dimension+Performance.jpg Accountable Update Blog - 4 Letters Worth Repeating, T-I-M-E https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1455852981575-SXWPJ1ROW67V64KYOFSF/image-asset.jpeg Accountable Update Blog - 4 Letters Worth Repeating, T-I-M-E https://www.atxadvisors.com/accountable-update/2016/2/12/1lqtjgzf1c4d4of4mq8hhinfyqjiov monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1455284392690-RFH7DKX5Z2R8S1QQHR24/Pay+To+The+Order.jpg Accountable Update Blog - Obama's Budget - Indecent Proposals or Glimpse of the Future? Photo by frankieleon https://www.atxadvisors.com/accountable-update/2016/2/5/6pkb4u7z4glcn7uvocnsv95wi1iod0 monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1454685679701-WF7UF6A73ZWDTJWW0G4I/image-asset.jpeg Accountable Update Blog - "Issue Briefs" on Volatility, Oil, and China https://www.atxadvisors.com/accountable-update/2016/1/29/5-ideas-for-a-more-prosperous-retirement-season monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1454084057124-OVGF237ZUN54JU7UNQES/image-asset.jpeg Accountable Update Blog - 5 Ideas for a More Prosperous “Retirement Season” Photo by Christian Guthier https://www.atxadvisors.com/accountable-update/2016/1/22/a-look-back-at-2015 monthly 0.5 2016-06-21 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1453295753047-8CE3JRI9WJMHMDC4M6FP/2015+US+Stock+Market+Headlines.jpg Accountable Update Blog - A Look Back at 2015 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1453295774019-ZHZNUG4NF2LO2QFH1ZX2/image-asset.jpeg Accountable Update Blog - A Look Back at 2015 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1453295802813-2D6BAMK2U8D36OCTWZ3S/image-asset.jpeg Accountable Update Blog - A Look Back at 2015 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1453295817926-7GLIKZ6ZXD9E17CQNHDT/2015+Major+World+Indices+Performance.jpg Accountable Update Blog - A Look Back at 2015 https://www.atxadvisors.com/accountable-update/2016/1/14/3-new-years-resolution-mistakes monthly 0.5 2019-01-25 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452829526684-GC7Q355JPE5N0I3I2G10/Yoga.jpg Accountable Update Blog - 3 New Year's Resolution Mistakes The gyms are full this time of year. Photo by Barry Silver https://www.atxadvisors.com/accountable-update/2016/1/6/q4-2015-market-review monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452140949818-LFFVFPI5D1IW7JPO52ZV/Q415+Market+Summary.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452140968357-Y9772QC6Q7IVWK4O6F5L/Q415+World+Stock+Market+Performance.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452183936869-1KOG04CPAM9QBUJ4RYCI/Q415+World+Stock+Market+Performance+12+Months.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452140983468-B43AEKATESA3WGIKC3Y1/Q415+World+Asset+Classes.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452140997156-VZ9YC15XM2I1LEEKDFMM/Q415+US+Stocks.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452183660158-A7LSJN9ROJZ4OOUL76Z6/Q415+International+Developed+Stocks.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452184136489-G74JCBVSVXLVKOKXTDRM/Q415+Emerging+Markets+Stocks.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452184339491-6U508OBW5WRYDFOBIHQ9/Q415+Select+Country+Performance.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452184566540-TO9M8BXMJLCJ32WVY1T6/Q415+Real+Estate+Investment+Trusts.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452185313574-OQK6XYRS7C7DT1FN6BDW/Q415+Commodities.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452185432465-WRYQSKMHOI60DHVOHQWX/Q415+Fixed+Income.jpg Accountable Update Blog - Q4 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1452185554210-IJMYLTYDHZ6RE6SNWR24/Q415+Global+Diversification.jpg Accountable Update Blog - Q4 2015 Market Review https://www.atxadvisors.com/accountable-update/2015/12/17/staying-out-of-trouble monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1450415909413-O6VPT1SCZJ9IYXO17H8Y/image-asset.jpeg Accountable Update Blog - Staying Out of Trouble     Photo by Steve Jurvetson https://www.atxadvisors.com/accountable-update/2015/12/11/3-rules-to-rig-the-game monthly 0.5 2017-04-12 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1449847052785-JIKGW46HK7O4J8LE74K5/image-asset.jpeg Accountable Update Blog - 3 Rules to "Rig the Game" Photo by Dave Gough https://www.atxadvisors.com/accountable-update/2015/12/4/its-not-just-holiday-season monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1449240384341-K9M00BPEUSA978A6JBNA/image-asset.jpeg Accountable Update Blog - It’s Not Just Holiday Season Photo by Diariocritico de Venezuela https://www.atxadvisors.com/accountable-update/2015/11/27/5-year-end-to-dos monthly 0.5 2018-12-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1544119446213-4KYH6DKVUBC3PKTN6Y3Q/agenda-calendar-checklist-3243.jpg Accountable Update Blog - 5 Year-End "To Do's" Year-end “To Do” List https://www.atxadvisors.com/accountable-update/2015/11/16/do-you-know-more-than-a-6th-grader monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1447797238200-VH87X1LHEF5REHOS3T0G/image-asset.jpeg Accountable Update Blog - Does the Market Know More Than a 6th Grader? https://www.atxadvisors.com/accountable-update/2015/11/13/xs-and-os monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1447432101325-Y80F244ILMVC10GC7XD0/image-asset.jpeg Accountable Update Blog - Investing In The Jimmy's and Joe's Photo by Kalawin/iStock / Getty Images https://www.atxadvisors.com/accountable-update/2015/11/5/ivw8tned4fszgmbfn17ov3tym9aucm monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1446822095590-UC7LP53V0QXXMPG04DT9/image-asset.jpeg Accountable Update Blog - What Are We Waiting For? Photo by Phil Dolby https://www.atxadvisors.com/accountable-update/2015/10/28/halloween-pumpkins-and-f-who monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1446231887218-0S3QH21AV1VHF96W0W4D/image-asset.jpeg Accountable Update Blog - F Who? for Halloween https://www.atxadvisors.com/accountable-update/2015/10/23/guest-article-which-hat-are-you-wearing monthly 0.5 2016-11-30 https://www.atxadvisors.com/accountable-update/2015/10/16/guest-article-unhealthy-attachments monthly 0.5 2016-11-30 https://www.atxadvisors.com/accountable-update/2015/10/9/q2-market-review monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444398335763-VYFIFR18N3XE7Y6MZ1IK/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review Market segment (index representation) as follows: US Stock Market (Russell 3000 Index), International Developed Stocks (MSCI World ex USA Index [net div.]), Emerging Markets (MSCI Emerging Markets Index [net div.]), Global Real Estate (S&P Global REIT Index), US Bond Market (Barclays US Aggregate Bond Index), and Global Bond ex US Market (Citigroup WGBI ex USA 1−30 Years [Hedged to USD]). The S&P data are provided by Standard & Poor's Index Services Group. Russell data © Russell Investment Group 1995–2015, all rights reserved. MSCI data © MSCI 2015, all rights reserved. Barclays data provided by Barclays Bank PLC. Citigroup bond indices © 2014 by Citigroup. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444398583242-AF6SOAVS8GQ0OBY2WJ4Z/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review Graph Source: MSCI ACWI Index. MSCI data © MSCI 2015, all rights reserved. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444398863435-HVMP68PO9E0C1DP2FKCN/Q315+World+Asset+Classes.jpg Accountable Update Blog - Q3 2015 Market Review The S&P data is provided by Standard & Poor's Index Services Group. Russell data © Russell Investment Group 1995–2015, all rights reserved. MSCI data © MSCI 2015, all rights reserved. Dow Jones data (formerly Dow Jones Wilshire) provided by Dow Jones Indexes. Barclays data provided by Barclays Bank PLC. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444399046741-JBH2R2S9X7GWCFL2TMBL/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review Market segment (index representation) as follows: Marketwide (Russell 3000 Index), Large Cap (S&P 500 Index), Large Cap Value (Russell 1000 Value Index), Large Cap Growth (Russell 1000 Growth Index), Small Cap (Russell 2000 Index), Small Cap Value (Russell 2000 Value Index), and Small Cap Growth (Russell 2000 Growth Index). World Market Cap represented by Russell 3000 Index, MSCI World ex USA IMI Index, and MSCI Emerging Markets IMI Index. Russell 3000 Index is used as the proxy for the US market. Russell data © Russell Investment Group 1995–2015, all rights reserved. The S&P data are provided by Standard & Poor's Index Services Group. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444399204912-Z0GZ143M9DGCYXOHUFST/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review Market segment (index representation) as follows: Large Cap (MSCI World ex USA Index), Small Cap (MSCI World ex USA Small Cap Index), Value (MSCI World ex USA Value Index), and Growth (MSCI World ex USA Growth). All index returns are net of withholding tax on dividends. World Market Cap represented by Russell 3000 Index, MSCI World ex USA IMI Index, and MSCI Emerging Markets IMI Index. MSCI World ex USA IMI Index used as the proxy for the International Developed market. MSCI data © MSCI 2015, all rights reserved. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444399499599-6SC2QHP7HID5QICP9WOS/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review Market segment (index representation) as follows: Large Cap (MSCI Emerging Markets Index), Small Cap (MSCI Emerging Markets Small Cap Index), Value (MSCI Emerging Markets Value Index), and Growth (MSCI Emerging Markets Growth Index). All index returns are net of withholding tax on dividends. World Market Cap represented by Russell 3000 Index, MSCI World ex USA IMI Index, and MSCI Emerging Markets IMI Index. MSCI Emerging Markets IMI Index used as the proxy for the emerging market portion of the market. MSCI data © MSCI 2015, all rights reserved. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444399721065-WDYFFVZ7EXS7J8T5WEF8/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review Country performance based on respective indices in the MSCI World ex US IMI Index (for developed markets), Russell 3000 Index (for US), and MSCI Emerging Markets IMI Index. All returns in USD and net of withholding tax on dividends. MSCI data © MSCI 2015, all rights reserved. Russell data © Russell Investment Group 1995–2015, all rights reserved. UAE and Qatar have been reclassified as emerging markets by MSCI, effective May 2014. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444399896689-J6UU7W2HY4VS7S2HP8E7/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review Number of REIT stocks and total value based on the two indices. All index returns are net of withholding tax on dividends. Total value of REIT stocks represented by Dow Jones US Select REIT Index and the S&P Global ex US REIT Index. Dow Jones US Select REIT Index used as proxy for the US market, and S&P Global ex US REIT Index used as proxy for the World ex US market. Dow Jones US Select REIT Index data provided by Dow Jones ©. S&P Global ex US REIT Index data provided by Standard and Poor’s Index Services Group © 2014. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444400017212-JHEXLX6JG0XLLVCNEL0W/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review All index returns are net of withholding tax on dividends. Securities and commodities data provided by Bloomberg. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444400187393-ZVRM8WM9Y21YEZOLYPZ4/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review Yield curve data from Federal Reserve. State and local bonds are from the Bond Buyer Index, general obligation, 20 years to maturity, mixed quality. AAA-AA Corporates represent the Bank of America Merrill Lynch US Corporates, AA-AAA rated. A-BBB Corporates represent the Bank of America Merrill Lynch US Corporates, BBB-A rated. Barclays data provided by Barclays Bank PLC. US long-term bonds, bills, inflation, and fixed income factor data © Stocks, Bonds, Bills, and Inflation (SBBI) Yearbook™, Ibbotson Associates, Chicago (annually updated work by Roger G. Ibbotson and Rex A. Sinquefield). Citigroup bond indices © 2014 by Citigroup. The BofA Merrill Lynch Indices are used with permission; © 2014 Merrill Lynch, Pierce, Fenner & Smith Incorporated; all rights reserved. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a wholly owned subsidiary of Bank of America Corporation. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1444400315536-72TDFCS24YPFLQ5JIP9Q/image-asset.jpeg Accountable Update Blog - Q3 2015 Market Review Asset allocations and the hypothetical index portfolio returns are for illustrative purposes only and do not represent actual performance. Global Stocks represented by MSCI All Country World Index (gross div.) and Treasury Bills represented by US One-Month Treasury Bills. Globally diversified allocations rebalanced monthly, no withdrawals. Data © MSCI 2015, all rights reserved. Treasury bills © Stocks, Bonds, Bills, and Inflation Yearbook™, Ibbotson Associates, Chicago (annually updated work by Roger G. Ibbotson and Rex A. Sinquefield). https://www.atxadvisors.com/accountable-update/2015/10/2/czhsrs5nwin56f56ss1vgz11ovb3g9 monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1443796246700-XXFK1HX53FKUUYIS5FWD/image-asset.jpeg Accountable Update Blog - Finance Is Not a Sport Photo by My Army Reserve https://www.atxadvisors.com/accountable-update/3-things-to-do-during-correction monthly 0.5 2018-11-16 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1443187863219-6DULHT00BPMA8H3XLWBU/image-asset.jpeg Accountable Update Blog - 3 Things to Do During a Correction Market swings create predictable emotional responses. https://www.atxadvisors.com/accountable-update/2015/9/22/yrp4vla7z11wa4r3zxmvuhod7gvdhn monthly 0.5 2016-06-21 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1442944140879-CZW9KXPPZBCOSL7STZFJ/image-asset.jpeg Accountable Update Blog - The Patience Principle https://www.atxadvisors.com/accountable-update/2015/9/22/should-investors-sell-after-a-correction monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1442945015351-KAXMGQMCO2Z6MX14YYBL/image-asset.jpeg Accountable Update Blog - Should Investors Sell After a "Correction"? https://www.atxadvisors.com/accountable-update/2015/9/18/tax-tales-and-6-tips-for-not-getting-bit monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1442587449624-1KG0KDHQECMAVL1AWG0N/image-asset.jpeg Accountable Update Blog - Tax Tales and 6 Tips for Not Getting Bit Photo by philhearing https://www.atxadvisors.com/accountable-update/2015/9/11/hey-ladies-want-to-dance monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1441980944434-3JRCI3UMCIWLCG2HT3U1/image-asset.jpeg Accountable Update Blog - Hey Ladies, Want to Dance? Photo by istolethetv https://www.atxadvisors.com/accountable-update/2015/9/4/market-testing-your-patience-flip-a-coin monthly 0.5 2018-11-16 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1542296046773-RBNOZ97QEL27EHRR5TCI/Coin+Flip.jpg Accountable Update Blog - Market Testing Your Patience? Flip a Coin. “Coin Flip" photo by frankieleon https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1542332035881-GQEGKM3AK6CKOROJW4XB/Reacting+can+hurt+17.png Accountable Update Blog - Market Testing Your Patience? Flip a Coin. Missing only a few days of strong returns can drastically impact overall performance. https://www.atxadvisors.com/accountable-update/2015/8/25/lmnf9u84l1c2b2kh9v6powk7mwrbdj monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1440523275662-TU5LGEXD4ZMCF89XKYTW/image-asset.jpeg Accountable Update Blog - Now What? After The Storm Photo by Praveen https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1440524073989-WSX8MG17ZGC2XVBIE12B/image-asset.jpeg Accountable Update Blog - Now What? 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Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Market segment (index representation) as follows: US Stock Market (Russell 3000 Index), International Developed Stocks (MSCI World ex USA Index [net div.]), Emerging Markets (MSCI Emerging Markets Index [net div.]), Global Real Estate (S&P Global REIT Index), US Bond Market (Barclays US Aggregate Bond Index), and Global Bond ex US Market (Citigroup WGBI ex USA 1−30 Years [Hedged to USD]). The S&P data are provided by Standard & Poor's Index Services Group. Russell data © Russell Investment Group 1995–2015, all rights reserved. MSCI data © MSCI 2015, all rights reserved. Barclays data provided by Barclays Bank PLC. Citigroup bond indices © 2014 by Citigroup. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1429213916518-D57D9VRJ8VP2DFEB3091/image-asset.jpeg Accountable Update Blog - Q1 2015 Market Review https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428937845714-U42YLHO482U259YSQ490/Q115+World+Asset+Classes.jpg Accountable Update Blog - Q1 2015 Market Review Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. The S&P data is provided by Standard & Poor's Index Services Group. Russell data © Russell Investment Group 1995–2015, all rights reserved. MSCI data © MSCI 2015, all rights reserved. Dow Jones data (formerly Dow Jones Wilshire) provided by Dow Jones Indexes. Barclays data provided by Barclays Bank PLC. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1429214423348-W0VAZ6POAMGNAPO7137N/image-asset.jpeg Accountable Update Blog - Q1 2015 Market Review Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Market segment (index representation) as follows: Marketwide (Russell 3000 Index), Large Cap (S&P 500 Index), Large Cap Value (Russell 1000 Value Index), Large Cap Growth (Russell 1000 Growth Index), Small Cap (Russell 2000 Index), Small Cap Value (Russell 2000 Value Index), and Small Cap Growth (Russell 2000 Growth Index). World Market Cap represented by Russell 3000 Index, MSCI World ex USA IMI Index, and MSCI Emerging Markets IMI Index. Russell 3000 Index is used as the proxy for the US market. Russell data © Russell Investment Group 1995–2015, all rights reserved. The S&P data are provided by Standard & Poor's Index Services Group. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1429215161963-F77GUPDLYBQAH6AKO7XU/image-asset.jpeg Accountable Update Blog - Q1 2015 Market Review Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Market segment (index representation) as follows: Large Cap (MSCI World ex USA Index), Small Cap (MSCI World ex USA Small Cap Index), Value (MSCI World ex USA Value Index), and Growth (MSCI World ex USA Growth). All index returns are net of withholding tax on dividends. World Market Cap represented by Russell 3000 Index, MSCI World ex USA IMI Index, and MSCI Emerging Markets IMI Index. MSCI World ex USA IMI Index used as the proxy for the International Developed market. MSCI data © MSCI 2015, all rights reserved. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1429215340549-Y2SZV2OQDIKAASOJGH95/Q115+Emerging+Markets.jpg Accountable Update Blog - Q1 2015 Market Review Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Market segment (index representation) as follows: Large Cap (MSCI Emerging Markets Index), Small Cap (MSCI Emerging Markets Small Cap Index), Value (MSCI Emerging Markets Value Index), and Growth (MSCI Emerging Markets Growth Index). All index returns are net of withholding tax on dividends. World Market Cap represented by Russell 3000 Index, MSCI World ex USA IMI Index, and MSCI Emerging Markets IMI Index. MSCI Emerging Markets IMI Index used as the proxy for the emerging market portion of the market. MSCI data © MSCI 2015, all rights reserved. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1429214850814-0G675X032BLIALQYNO8A/image-asset.jpeg Accountable Update Blog - Q1 2015 Market Review Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Number of REIT stocks and total value based on the two indices. All index returns are net of withholding tax on dividends. Total value of REIT stocks represented by Dow Jones US Select REIT Index and the S&P Global ex US REIT Index. Dow Jones US Select REIT Index used as proxy for the US market, and S&P Global ex US REIT Index used as proxy for the World ex US market. Dow Jones US Select REIT Index data provided by Dow Jones ©. S&P Global ex US REIT Index data provided by Standard and Poor’s Index Services Group © 2014. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428939880497-QW31RUV1Y5KZXJ3HBCW0/image-asset.jpeg Accountable Update Blog - Q1 2015 Market Review Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Country performance based on respective indices in the MSCI World ex US IMI Index (for developed markets), Russell 3000 Index (for US), and MSCI Emerging Markets IMI Index. All returns in USD and net of withholding tax on dividends. MSCI data © MSCI 2015, all rights reserved. Russell data © Russell Investment Group 1995–2015, all rights reserved. UAE and Qatar have been reclassified as emerging markets by MSCI, effective May 2014. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428940338365-2SPJO7537YVFH5KN5LKU/image-asset.jpeg Accountable Update Blog - Q1 2015 Market Review Past performance is not a guarantee of future results. Index is not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. All index returns are net of withholding tax on dividends. Securities and commodities data provided by Bloomberg. https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428940585363-06LI131U2OMS1X5P09Q6/image-asset.jpeg Accountable Update Blog - Q1 2015 Market Review Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Yield curve data from Federal Reserve. State and local bonds are from the Bond Buyer Index, general obligation, 20 years to maturity, mixed quality. AAA-AA Corporates represent the Bank of America Merrill Lynch US Corporates, AA-AAA rated. A-BBB Corporates represent the Bank of America Merrill Lynch US Corporates, BBB-A rated. Barclays data provided by Barclays Bank PLC. US long-term bonds, bills, inflation, and fixed income factor data © Stocks, Bonds, Bills, and Inflation (SBBI) Yearbook™, Ibbotson Associates, Chicago (annually updated work by Roger G. Ibbotson and Rex A. Sinquefield). Citigroup bond indices © 2014 by Citigroup. The BofA Merrill Lynch Indices are used with permission; © 2014 Merrill Lynch, Pierce, Fenner & Smith Incorporated; all rights reserved. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a wholly owned subsidiary of Bank of America Corporation.   https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1429223467447-0BO0Z12VGLPMBW9YCOU4/image-asset.jpeg Accountable Update Blog - Q1 2015 Market Review Q1 2015 (After expenses) Past performance is not a guarantee of future results. Diversification does not eliminate the risk of market loss. Hypothetical model portfolio returns are for illustrative purposes only and do not represent performance of an actual portfolio. For illustrative purposes, the portfolios are models that are re-balanced monthly with all dividends reinvested. Expenses are calculated at .75% annualized, but are waived during any month of negative returns. Inception of the Accountable Portfolios℠ was 1/1/15. Results are not audited. https://www.atxadvisors.com/accountable-update/2015/4/9/10-steps-to-a-better-investment-experience monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428608189535-S1LIW5E6I4TZY6V7I3IK/Relax.jpg Accountable Update Blog - 10 Steps to a Better Investment Experience Photo by Juliana Dacoregio https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428594471188-2IS128PHCTMBCLJGG5C5/image-asset.jpeg Accountable Update Blog - 10 Steps to a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428595105866-PUNNWV1HH4J4S1I0TL2F/Step+2.jpg Accountable Update Blog - 10 Steps to a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428595218696-RUBGJBW3YV5DOOI94FW1/Step+3.jpg Accountable Update Blog - 10 Steps to a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428594592712-77YGNYY6X895WSDCNJT6/image-asset.jpeg Accountable Update Blog - 10 Steps to a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428594605834-0A3DBJHMY2XAJITWOO1X/image-asset.jpeg Accountable Update Blog - 10 Steps to a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428595352800-AW82BT274PEU3FCKFZZ6/Step+6.jpg Accountable Update Blog - 10 Steps to a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428594638102-0PJK2H3PIZ31T4SXSTVH/image-asset.jpeg Accountable Update Blog - 10 Steps to a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428594655248-QQHP1ZQ0391WRQK3U9PK/image-asset.jpeg Accountable Update Blog - 10 Steps to a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428594670865-UX1UDXJ3ZQA9ENHT3CLP/image-asset.jpeg Accountable Update Blog - 10 Steps to a Better Investment Experience https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428594686860-EQGRDQ9S8G80YWRTH2B7/image-asset.jpeg Accountable Update Blog - 10 Steps to a Better Investment Experience https://www.atxadvisors.com/accountable-update/2015/4/2/fish-excuses monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1428033069890-8MW6T94ASKIPR4FBZK87/Fish+Excuses Accountable Update Blog - Fish Excuses Photo by Benson Kua https://www.atxadvisors.com/accountable-update/2015/3/26/chasing-three-legged-chickens monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1427424576510-P9UU3PS05UEWJ4UUJ3D9/Chicken.jpg Accountable Update Blog - Chasing Three-Legged Chickens Photo by Matt Davis https://www.atxadvisors.com/accountable-update/2015/3/19/warnings-ignore-at-your-own-risk monthly 0.5 2016-11-30 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1426811291458-O5A3D5OXREQ7EAYA7MFH/image-asset.jpeg Accountable Update Blog - WARNINGS: Ignore at your own risk By Bill Branson (Photographer) via Wikimedia Commons https://www.atxadvisors.com/accountable-update/2015/3/11/predicting-snow-and-stocks monthly 0.5 2018-11-29 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1486053001053-95ESQNOCLC6R50ATC8BG/image-asset.jpeg Accountable Update Blog - Predicting Snow and Stocks Snow day in Austin? https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1426132603875-0VZ9XQC10RC69NGZ4LJK/image-asset.jpeg Accountable Update Blog - Predicting Snow and Stocks https://www.atxadvisors.com/accountable-update/2015/3/6/how-to-give-1500000 monthly 0.5 2023-06-15 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1550108553773-MKE8A4PIDZKHRMN00ER3/Arm.jpeg Accountable Update Blog - Give $1,500,000 Without Losing an Arm (or Leg) Saving over $1,000,000 doesn’t have to cost and arm and a leg. https://www.atxadvisors.com/accountable-update/2015/2/27/improve-your-yield-be-prudent monthly 0.5 2018-11-29 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1425052666924-9W2LKPKZAA4GKKPCILX8/image-asset.jpeg Accountable Update Blog - Improve YOUR Yield: Be Prudent Photo by Lars Plougmann https://www.atxadvisors.com/accountable-update/2015/2/21/tired-of-pumping-gas monthly 0.5 2018-11-29 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1424526502934-G1BGYKLKRQPSLR33I4US/Gas+Pump.jpg Accountable Update Blog - TIRED of Pumping Gas? https://www.flickr.com/photos/profilerehab/4407222554 https://www.atxadvisors.com/accountable-update/2015/2/14/heard-any-good-bond-jokes-lately monthly 0.5 2018-11-29 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1423921196930-SM68WI6XENX315KRL25Q/Bond+Ladder Accountable Update Blog - Heard Any Good Bond Jokes Lately? 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https://www.atxadvisors.com/accountable-update/tag/Bear+Market monthly 0.5 https://www.atxadvisors.com/accountable-update/tag/Financial+Planning monthly 0.5 https://www.atxadvisors.com/accountable-update/tag/529+Plans monthly 0.5 https://www.atxadvisors.com/contact daily 0.75 2023-04-05 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1633089219406-RAN6RX84GK20YL25VWKA/the+reserve.jpg Contact ATX Portfolio Advisors https://www.atxadvisors.com/jeff-weeks daily 0.75 2023-09-06 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1611078478217-V3WYUA4K3ATZO77R4CB4/JeffWeeks.jpg Jeff Weeks, CFP® Jeff Weeks, CFP® https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1508894190841-YA30YHGWV4R0VKDS1DCL/Catalina+Family.jpg Jeff Weeks, CFP® https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1509380957809-1Q3CYT1AZOIQOXYH7X3E/WeeksR4F9LO.jpg Jeff Weeks, CFP® https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1440802385795-6MS82YGZIA230QI55VEQ/Portfolio+Advisors Jeff Weeks, CFP® https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1493826309639-99YLPMYLNVKVSGEF3FRM/image-asset.jpeg Jeff Weeks, CFP® https://www.atxadvisors.com/fiduciary-standard-of-care daily 0.75 2018-01-29 https://www.atxadvisors.com/how-we-build-your-portfolio daily 0.75 2023-09-11 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1416452847488-2103UYQN3WI99C7NB2P6/portfolio+construction Portfolios built using Dimensional Fund Advisors and bond ladders https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1416664072144-X5MACJNT4PZQ1FA2G760/Accountable+Portfolios Portfolios built using Dimensional Fund Advisors and bond ladders https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1416452906552-WCIUB3VDKCWUIWIEPQ31/Accountable+Portfolio Portfolios built using Dimensional Fund Advisors and bond ladders https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1416452872829-T295UO5Z4QVUB8S5FMFQ/managing+portfolios Portfolios built using Dimensional Fund Advisors and bond ladders https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1417268244483-HO0ZNYLSD967AIW83MMC/Bond+Ladder.jpg Portfolios built using Dimensional Fund Advisors and bond ladders https://www.atxadvisors.com/why-dimensional-funds daily 0.75 2019-05-16 https://www.atxadvisors.com/important-information daily 0.75 2025-09-15 https://www.atxadvisors.com/portfolios daily 0.75 2023-09-11 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1414275301112-YYWWK8IT9ZCN2XDSBTB0/image-asset.jpeg Examples of model portfolios https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1599687525323-A51M3LKJRJW5TVPYK3B5/I.png Examples of model portfolios Weighted Average Expense Ratio .22% https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1599685610677-1E1R57I0VX7X4WUFIQLW/B.png Examples of model portfolios Weighted Average Expense Ratio .25% https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1599685721298-ZZWMZK5VAQBAZUK9ATP2/Growth+and+Income+Portfolio.png Examples of model portfolios Weighted Average Expense Ratio .28% https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1599681509815-XBQB8352ZDZGCTOONBK1/G.png Examples of model portfolios Weighted Average Expense Ratio .28% https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1599680056316-59ZG2YBMBT6BWLE8VT3C/AG.png Examples of model portfolios Weighted Average Expense Ratio .29% https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1599680239261-LJPIOPGEVZ02N13FRXNN/AE.png Examples of model portfolios Weighted Average Expense Ratio .29% https://www.atxadvisors.com/landing daily 1.0 2023-09-11 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1558014134228-7ER88LKXQSL8ND2EK7PU/Pennybacker%2BBridge%2BHigh%2BShot.jpg ATX Portfolio Advisors: Austin, TX Fee-Only (When You're Up) Wealth Management https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1493826248126-6E5Q5UPVERCOU6I9DQHG/Financial+Planner ATX Portfolio Advisors: Austin, TX Fee-Only (When You're Up) Wealth Management https://www.atxadvisors.com/media daily 0.75 2022-04-22 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1497541526529-3BVT6D6P113BIML2BDS0/image-asset.png Media stories featuring ATX Portfolio Advisors and Jeff Weeks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1563299808531-4CLEAH8E1ILMUB1D3857/Financial+Advisors+IQ.gif Media stories featuring ATX Portfolio Advisors and Jeff Weeks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1497541583791-F0WBO3VRDE5TMIOQTUPZ/image-asset.jpeg Media stories featuring ATX Portfolio Advisors and Jeff Weeks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1497541552551-5Z3GTUW7AXIH8C5LMALM/TheStreet.JPG Media stories featuring ATX Portfolio Advisors and Jeff Weeks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1497541564886-66W86HWQPV5O6H9QC822/US+News.jpg Media stories featuring ATX Portfolio Advisors and Jeff Weeks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1523646258456-JZ5ZKC4WC62WLWO6AMJR/WSJ.jpg Media stories featuring ATX Portfolio Advisors and Jeff Weeks https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1563299461153-N2X4HG2BSFUIV0GDVF7O/Yahoo.jpg Media stories featuring ATX Portfolio Advisors and Jeff Weeks https://www.atxadvisors.com/pricing-1 daily 0.75 2025-08-28 https://images.squarespace-cdn.com/content/v1/543d9bb3e4b038c8c2c816bf/1414275464604-4YJ986PK6ARJFF7LM56C/image-asset.jpeg Fee Only Pricing Schedules https://www.atxadvisors.com/new-page daily 0.75 2017-12-01