Client Question Of The Month
The following articles are written for advisors by Dimensional Fund Advisors (DFA) to provide timely talking points for client discussions. We’ve been authorized to share these with you and hope you find them interesting and insightful!
Is Warren Buffett Bearish?
Last month, Berkshire Hathaway held its annual shareholder meeting which included Buffett’s famous letter to shareholders. In his letter, Buffett is quite transparent with his
It’s Back! The New BOI Filing Requirements and Deadline
In 2024, we discussed the Corporate Transparency Act and the Beneficial Ownership Information (BOI) reporting rules. To recap, BOIs were originally due on January 1st,
Why We Diversify
The simplest and truest reason as to why we diversify is that we don’t know what assets will do very well in the future, and
4Q24 DFA Quarterly Market Review
The DFA Quarterly Market Review for Q4 2024 provides an analysis of global capital market performance and significant events during the quarter. Below is a
A Dependable Forecast for 2025
Most investors love economic and market forecasts. With the markets so uncertain and volatile, our brain craves some sort of idea of what the future
Nationwide Block of the Corporate Transparency Act: What It Means for Businesses
The Corporate Transparency Act (CTA), a landmark regulation designed to combat illicit financial activities by increasing corporate transparency, has hit a significant roadblock. On Tuesday,
