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!
1Q23 DFA Quarterly Market Review
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
BWM Update about Silicon Valley Bank and Potential Spread
Thoughts on Silicon Valley Bank We, like you, are monitoring the banking industry following last week’s FDIC announcement regarding Silicon Valley Bank (SVB). First and
SECURE Act 2.0 Overview
How does The SECURE Act 2.0 impact me? The SECURE Act 2.0 is the latest legislation governing qualified plan rules, including Required Minimum Distributions. One important
4Q22 DFA Quarterly Market Review
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
2022 Year in Review DFA Webcast Invitation
DFA will host their 2022 Year in Review webcast on January 10 at 2:00 pm ET – and you’re invited! This is exciting, as I
2022 Year in Review: DFA Webcast
DFA will host their 2022 Year in Review webcast on January 10 at 2:00 pm ET – and you’re invited! This is exciting, as I