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  • Thursday, July 27, 2023 9:35 AM | Anonymous member (Administrator)
  • Monday, July 24, 2023 9:33 AM | Anonymous member (Administrator)
  • Thursday, July 20, 2023 2:54 PM | Anonymous member (Administrator)
  • Thursday, July 13, 2023 10:33 AM | Anonymous

    Date:  Thursday, July 13th

    Time:  2-4 pm

    Location:  Fairway Mortgage, 9977 N 90th St., #150, Scottsdale, AZ 85258

    Estate planning/Helping Aging Parents - Senior Mortgage strategies & Good Health in Golden Years

    Alex Koury - Hosler Wealth Management, Rob Kanyur - Fairway Independent Mortgage, Barbara Micheletti - Strategizing Aging Health, Frank Divers - Co Founder Estate Docs Pro 


  • Wednesday, May 31, 2023 7:00 AM | Anonymous

    You're invited to the
    2023 Tax and Legal Seminar

    Friday, November 3, 2023
    The Scottsdale Resort at McCormick Ranch 

    7:00 AM Breakfast & Registration
    7:45 AM-12:30 PM Seminar

    The Center for Jewish Philanthropy of Greater Phoenix and the Arizona Community Foundation present the 2023 Tax and Legal Seminar featuring Samuel A. Donaldson, Professor of Law at Georgia State University. Join us and the leading Arizona estate planning attorneys, CPAs, insurance agents, CFPs, and other financial planning professionals for the premiere tax & charitable planning event.

    Attendees can receive up to four hours of continuing education credits in their field.

    The event will take place in-person and a recording of the seminar will be available to view beginning on or around November 10. 

    General Registration In-Person Tickets: $290

    Day of Event Registration In-Person Tickets: $315

    Post Seminar Recording available to view on or around November 10: $290

    Note: the post seminar recording is included with each ticket purchased.

    Full refund for cancellation received by October 20.

    To Register:  About - 2023 Tax and Legal Seminar (

  • Monday, March 06, 2023 2:36 PM | Anonymous

    For some investors, the tea leaf-reading exercise of Fed-watching may spill over into speculation about the impact of future interest rate changes on the value premium, which is commonly believed to be sensitive to interest rate activity. Recent relative performance of value stocks did nothing to dispel this belief. Over the period 2018–2020, the 10-year US Treasury yield fell by 1.47% while the average annual US value premium was -22.21%. The script flipped in 2021–2022, when a rise in rates of 2.95% was accompanied by an average annual value premium of 25.71%.


    Drawing conclusions about the relation between value and interest rates using a few select data points is no more advisable than inferring the high correlation between Nicolas Cage movie releases and fatal pool accidents is causal.1 A more comprehensive view of the value premium shows little sensitivity to interest rate changes. The exhibit below indicates rising rate years have existed all over the distribution of value premium observations. There is no tendency for these periods to cluster among good (or bad) outcomes for value stocks. Trying to guess how value stocks will perform in response to future interest rate changes may be even less productive than sitting through a Cage movie. 


    Past performance is not a guarantee of future results. Returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. US Value Premium defined as the return of the Fama/French US HML Research Factor, available from the Data Library of Ken French. Each year is categorized by rising (falling) rates if the 10-Year US Treasury yield at the end of the year is higher (lower) than the yield at the end of the previous year. Treasury data available from the Federal Reserve Bank of St. Louis. The Fama/French factors represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. 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.


      More Insights from Dimensional  

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PO Box 4130 Scottsdale AZ 85261

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