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!
The Upside of Low Expectations
We all strive for favorable outcomes such as financial security, peace of mind, and evidence of progress. Naturally, we tend to approach situations with high
Succeeding in a Future No One Can Predict
Investing is inherently uncertain. Global economies and financial markets are shaped by countless variables—many of them unpredictable and beyond our control. Meanwhile, the media floods
The Hidden Risk in Deferred Compensation Plans: Lessons from the Steward Health Case
Imagine working for years, deferring a portion of your paycheck with the promise of a bigger payout down the road. Suddenly, you find out it’s
Don’t Worry, Be Happy
There’s no shortage of things to worry about today—tariffs, economic uncertainty, global unrest—and all of it can impact our financial future. The media often magnifies
1Q25 DFA Quarterly Market Review
As the first quarter of 2025 wrapped up, global markets reminded us that headlines can be noisy, but long-term investors can still find their rhythm. Here’s
April 2025 Market Insights and Portfolio Strategies
As we conclude the first quarter of 2025, I wanted to provide you with an overview of recent market developments and discuss strategies to navigate
