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Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial […]

Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many families put off

Dimensional’s 2021 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their past success. DFA 2021 Mutual Fund Landscape Overview<

Why are small cap and value stocks outperforming as of late? When you’re shopping for toothpaste, you might check the price tag before heading to the counter to make the purchase. If you happen to find a 12oz tube of Colgate for $4 and a 12oz tube of Crest for $3, odds are you are

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

DFA Webinar: Lessons from 12 Months in the Market It’s been about a year since the market bottomed in 2020, and stocks around the world have rebounded strongly from their pandemic lows.  What lessons can investors draw from the past year as they look toward what’s ahead through 2021 and beyond? On Thursday, April 1st

Cryptocurrency Part 3: Trading in Cryptocurrency We covered a lot of ground in parts 1 and 2 of this three-part series on cryptocurrency. You may or may not be interested in using cryptocurrency as a means of exchange. But what about trading in it, directly or in fund form? If you’re considering that possibility, know

Part 2: Spending Cryptocurrency In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to earn, store, and spend their bitcoin or similar cryptoassets. The Crypto-Possibilities As described in part 1, cryptocurrency is typically driven “by and for the people” in

Part 1: Understanding Cryptocurrency It’s hard to scan the financial headlines these days and not spot at least one call to action related to Bitcoin’s latest moves. Has all the attention given you cryptocurrency fever, or are you at least wondering what it’s all about? Before you start loading up on bitcoin or any other

How DFA Responded to GameStop Here’s a fascinating fact: Dimensional Fund Advisors was the fifth largest holder of GameStock at the start of the year.  How did they respond as GameStock’s stock price started making the headlines?  As you may suspect, it was business as usual as they adhered to their investment process. If you