The Quarterly Market Review is now available. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios […]
1Q24 DFA Quarterly Market Review Read More »
What Investors Can Learn from Athletes Nick Saban, recently retired football coach of the Alabama Crimson Tide said, “If you want to be good you don’t really have a lot of choices.” He was referring to the choice to either be disciplined or not to a specific process that would lead to success. No one
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The Quarterly Market Review is now available. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios
4Q23 DFA Quarterly Market Review Read More »
Resources: 2023 Market Review & 2024 Annual Limits Welcome to 2024! Economic resilience in the US and elsewhere is helping boost the global outlook for 2024, but as investors learned last year, the only thing certain is that there will be plenty of uncertainties. There will also be times when many predict market declines with
2023 Market Review & 2024 Annual Limits Read More »
The Quarterly Market Review is now available. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios
3Q23 DFA Quarterly Market Review Read More »
The Quarterly Market Review is now available. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios
2Q23 DFA Quarterly Market Review Read More »
The Quarterly Market Review is now available. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios
1Q23 DFA Quarterly Market Review Read More »
Thoughts on Silicon Valley Bank We, like you, are monitoring the banking industry following last week’s FDIC announcement regarding Silicon Valley Bank (SVB). First and most important, we do not use, nor have we recommended SVB for any service. May the following Q&A help address any concerns you have on the topic. Will I be
BWM Update about Silicon Valley Bank and Potential Spread Read More »
How does The SECURE Act 2.0 impact me? The SECURE Act 2.0 is the latest legislation governing qualified plan rules, including Required Minimum Distributions. One important highlight is the new Required Minimum Distribution starting age 73, effective this year, for persons born between 1951 and 1959. For persons born in 1960 or later, the RMD begins
SECURE Act 2.0 Overview Read More »
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond assets classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. This quarter’s
4Q22 DFA Quarterly Market Review Read More »
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