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!
What did we learn about investing in 2021?
2020 was the year of the unprecedented, but 2021 certainly had its fair share of newsworthy events. As we entered this year, there were still
Why aren’t we investing in XYZ innovation fund?
Some Thematic funds may seek to profit from technological and economic trends such as artificial intelligence and disruptive technology. The names have changed, but the
Why would I invest in a separately managed account?
As investors look for innovative investment strategies that suit their tastes and preferences, asset managers have come to market with new solutions to ensure they
Why should I invest outside the US?
“Don’t put all your eggs in one basket.” We’ve all probably heard the old idiom warning against the danger of committing all your resources into
What are some examples/analogies when it comes to investing and understanding markets?
Examples and analogies are fantastic tools to help clients emotionally connect with the message when discussing more complex financial topics. (Download the PDF for information)
Should I be worried about inflation?
For many of us, the reason for saving today is to support future spending. Whether that be a retirement home, our children’s college education, or