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 […]
2021 Q3 Quarterly Market Review Read More »
All-Time-High Anxiety Should investors be concerned when commentators are continually talking about how the markets are experiencing all-time highs? I couldn’t agree more with Weston Wellington’s recent blog post on the topic. To read the full article, click on the link below.
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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
2021 Q2 Quarterly Market Review Read More »
The Impact of Inflation The risk of ‘running out of money before running out of life’ is one that concerns most people, and with good reason. The planning we do for today must take into consideration the price of goods in the future, or inflation. Dimensional takes a closer look at the challenge of outpacing
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It’s been said that we trade privacy for convenience. The linked article regarding Amazon’s Echo and Ring devices is a reminder of our need to carefully consider what we may be sacrificing in terms of privacy and security when we opt to install devices that offer greater convenience. I encourage you to read through the
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Lessons from 12 Months in the Market You may recall the email sent at the end of March regarding an invitation to the DFA webinar “Started from the Bottom, Now We’re Here: Lessons from 12 Months in the Market” that was scheduled for April 1. At that time we had indicated we would send a
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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
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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
Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning Read More »
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<
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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
Why are small cap and value stocks outperforming as of late? Read More »