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Talis Advisors offers wealth management services and investment advice based on Nobel Prize winning research. We maintain a continuous focus on the latest academic research related to capital market behavior and apply that research to the practical world of investing. As a fee-only Registered Investment Advisor there is never a conflict of interest with our clients. As a fiduciary to our clients, it is our duty, legally and ethically, to serve our clients best interest first – always.
Our multi-disciplinary team includes CPAs, CFP®s, asset managers, and attorneys with more than 100 years of experience in wealth management, including comprehensive financial planning, portfolio management, estate planning, tax minimization, employee benefits, and business services.
 Listen to the Peaceful Wealth Radio Hour podcasts with Scott Maxwell and Brent Everett. Topics include investing, financial planning and insurance solutions designed to help you achieve Peaceful Wealth. Learn how capital markets work and the importance of working with a trusted advisor that puts your best interest first.
Visit the Fama French Forum sponsored by Dimensional Fund Advisors. The forum includes observations, opinion, and research from financial economists Eugene Fama and Kenneth French. From the American Finance Association's "Masters in Finance" video series, Eugene F. Fama presents a brief history of the efficient market theory. The lecture was recorded at the University of Chicago in October 2008 with an introduction by John Cochrane.
Quarterly Investment Review includes a review of global capital market performance for fourth quarter 2009 and the three years ending December 31, 2009. With few exceptions, equity markets around the world continued their strong performance in the fourth quarter of 2009 and extended the remarkable market recovery that started in March 2009. However, there still remained a lot of uncertainty about the strength and timing of economic policy, expecially in the United States, as economic and financial conditions continue to improve. Consequently, equity markets around the world continued to experience higher than average levels of volatility.
 Should equity investors be alarmed by the prospect of greater government intervention in the US economy? In the presentation Government Intervention and Stock Returns, DFA's Weston Wellington looks at examples of US intervention in the past and examines the record of stock returns around the world over the last thirty-nine years. The evidence suggests that government intervention is just one factor among many affecting stock returns, and that an above-average degree of intervention is not necessarily associated with below-average returns.
Click here to access the Wealth Wise - Fourth Quarter 2009 newsletter. The newsletter includes discussions of the "lost decade" and the death of buy and hold, Roth conversion opportunities in 2010, saving independently of employer sponsored retirement plans, how savings can generate a lifetime of safe income and active versus passive portfolio management.
 Behavioral Biases and Investment Implications reviews the research that indicates that that humans are not naturally wired for prudent, long-term investing. Scott Bosworth, Vice President and Regional Director at DFA, describes common forms of behavioral bias and discusses how these biases influence investment decision making. He also explains how knowledge and discipline can help investors control their instincts for a better investment outcome.
Dimensional Stories: People Putting Ideas Into Practice is a multipart series in which the people of Dimensional Fund Advisors reflect on the values, events, and decisions that defined the firm and inspired a better way to invest around the world.
A Comparison of Strategic Asset Allocation Portfolio Performance to Mutual Fund Tactical Asset Allocation Performance - Updated through September 2009 is now available. In this paper, we conduct a comparison of a globally diversified strategic asset allocation portfolio to diversified tactical asset allocation portfolios using after-tax load-adjusted 10-year annualized return and the Sharpe Ratio.
In Managing Inflation Risk, we discuss how more investors have shifted their concern from weathering the financial crisis to anticipating the inflationary effects of rising federal spending and debt. Many people are asking how they can prepare for potentially higher inflation. This article explores two basic ways to address inflation uncertainty and highlights asset groups that may prove useful.
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“You should fire your broker and find an investment advisor. Brokerage firms would like you to think that they perform the same function as investment advisors. Many brokers call themselves ‘financial consultants’ or ‘financial advisors’. But they are not the same as independent investment advisors… an investment advisor’s fiduciary duty is on a higher plane, like that of a lawyer, a trustee, or the executor of an estate.”
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| Arthur Levitt, Former SEC Chairman |
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