Uncategorized

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

“You can’t invest without trading, but you can trade without investing. … Thinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after the other.” — Jason Zweig Are you out of breath trying to keep up with the breaking news about GameStop and

Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested up front, DCA spreads out investment contributions using installments over time. The appeal of DCA is the perception that it helps investors “diversify” the cost of entry into the market, buying shares

This year brings some adjustments to the Retirement Plan contribution limits as well as phaseouts.  The changes for 2021 include: Increase in defined benefit plan contributions to $58,000 (from $57,000) Increase in the maximum includible compensation to $290,000 (from $285,000) Increase in SEP participation limit $650 (from $600) Increase in IRA deduction phaseouts: for Single taxpayers to

DFA Perspectives:  Tesla’s Charge Reveals Weak Points of Investing Index additions and deletions are typically a routine affair, but the recent announcement by S&P that Tesla would be added to the widely tracked S&P 500 Index stirred up quite a lot of attention.  No surprise, given that Tesla is the largest company to ever join