Investing, retirement, markets, and other personal finance insights from a Fiercely Independent Fiduciary™
Ins and Outs of Emerging Markets Investing
January 01, 2020
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How Markets Work and the FAANG Mentality
November 01, 2019
How markets work in the age of Facebook, Amazon, Apple, Netflix, and Google.
Value Judgments: Viewing the Premium's Performance Through History's Lens
October 01, 2019
How should we view the value investing premium in historical and recent terms?
A Tale of Two Decades
September 01, 2019
While many investors are following the latest trends of the current decade, how did this strategy work out in the prior decade?
IPOs: Profiles Are High. What About Returns?
August 01, 2019
While IPOs seem like they should be the shiny and new investment, are they historically good investments? Or simply gambles?
Timing Isn't Everything
July 01, 2019
How difficult is trying to time the markets? So difficult over 77% of the money management experts running equity funds and 92% of fixed income funds fail at it.
The Randomness of Global Equity Returns
June 21, 2019
Can we predict the market returns of countries?
The Uncommon Average (2019 version)
May 04, 2019
What is the average rate of return we should expect? How often has the market actually delivered that average?
The Index Bogeyman
April 06, 2019
Has index investing distorted markets? Will it continue to be a good investment style in the future?
Getting to the Point of a Point
March 05, 2019
What does it mean for your portfolio when the "Dow rallies (falls) 500 points"?
Déjà Vu All Over Again
February 04, 2019
The investment fads of 2019 and their history.
Why Should You Diversify?
December 05, 2018
Why diversify? Do I need to own more than an S&P 500 index fund?
The Flat-Out Truth
November 18, 2018
What is a yield curve, and why are stock investors interested in its shape?
Midterm Elections: What Do They Mean for Markets?
November 01, 2018
What can we learn from the history of midterm elections and financial market returns?
August 02, 2018
Do alternative investments have a place in a diversified portfolio? G/P/S Investing™ suggests these assets may not have benefits for reducing volatility or increasing returns.
Where's the Value?
July 03, 2018
Why have investors not realized a premium from value investing in recent years? Should we be concerned?
The Impact of Inflation
June 15, 2018
How should our portfolio strategy compensate for inflation?
Tuning Out the Noise
May 10, 2018
What should investors focus on when faced with overwhelming information?
Doing Well and Doing Good?
April 02, 2018
What is the best way to invest for sustainability / ESG?
Mind Over Model
March 01, 2018
How much faith should we put into retirement planning models?
Recent Market Volatility
February 09, 2018
What should we make of recent market volatility?
New Year, New Market Highs
February 01, 2018
What should we make of the new market highs in 2018? Is it a good time to invest in the markets?
As Goes January, So Goes the Year?
January 02, 2018
Does the S&P 500 market performance in January offer any guidance for the rest of the year?
What to Think of Bitcoin Investment Mania
December 16, 2017
How to think about Bitcoin as an investment.
Home Bias and Global Diversification
December 03, 2017
Taking a globally diversified approach to investing removes the need for guessing which areas of the world may perform best.
Key Questions for the Long-Term Investor
November 01, 2017
We answer common questions regarding creating a successful long-term investment plan.
The Uncommon Average
October 02, 2017
How often can we expect an 'average' return in our investments?
Lessons for the Next Crisis
September 01, 2017
What lessons can we take from past financial panics to apply to the next?
Quit Monkeying Around!
August 01, 2017
If a monkey throwing a dart can beat most investment managers, should our investment approach be just as random?
2017 Pursuing a Better Investment Experience
July 12, 2017
Is there a better way to invest? How can an investor increase their odds of a favorable outcome?
2017 Mutual Fund Landscape Report
June 29, 2017
Insights on the landscape for mutual funds 2017.
Rising Rate Impact On Stocks Special Report - June 2017
June 07, 2017
Can we predict the results of the stock market when interest rates rise?
Dimensional Fund Advisors - Letter from the Chairman 2017
May 22, 2017
David Booth discusses the importance of having an investment philosophy.
The Uncertainty Paradox
May 01, 2017
How do you manage your investments in the face of future uncertainty?
Evolution of Financial Research: The Profitability Premium
April 04, 2017
Do companies with a higher profit margin have better returns?
Going Global: A Look at Public Company Listings
March 01, 2017
Why should you invest globally? Where are companies being formed?
The Reality of Models
February 01, 2017
What is the reality of the success of your retirement model? How good are models at showing us reality?
New Market Highs and Positive Expected Returns
January 06, 2017
What do Dow Jones market highs tell us about the market outlook for 2017?
The FED, Yields, and Expected Returns Special Report
December 16, 2016
What should we make of the impact of rising interest rates on bonds?
Prediction Season Special Report
December 03, 2016
As we approach 2017 and market prediction season we look at the history of predictions and gambling money managers.
The Power of Markets
November 01, 2016
A special report on the power of free markets and the pricing system.
Presidential Elections and the Stock Market
October 03, 2016
What is the history of stock returns during an election year?
Global Negative Real Returns
September 01, 2016
How can investors outpace inflation with low interest rates from global bonds?
Back to School Education Planning Special Report
Special report on education planning investment strategies for paying for college.
Economic Growth and Equity Returns - August 2016
August 01, 2016
Can we predict market returns based upon our perception of future economic growth?
Can Volatility Predict Returns? - July 2016
July 01, 2016
What can we learn from periods of stock market volatility about future returns?
US Mutual Fund Landscape 2016
June 07, 2016
Video and report on mutual fund trends, and observations.
Index Reconsitution: The Price of Tracking - June 2016
June 01, 2016
The singular goal of index funds to match returns often comes at a very real cost when we look at their trading practices.
DFA Special Report: A Conversation with David Booth and Robert Merton- May 2016
May 20, 2016
David Booth and Robert Merton, professor at the MIT Sloan School of Management, discuss Merton’s illustrious career as an academic and practitioner and his involvement with Dimensional Fund Advisors (DFA).
The Evolution of Sustainability Investing - May 2016
New options for sustainable investing have brought more options to investors to both have a sound investment philosophy and invest according to their beliefs.
GDP Growth and Equity Returns - May 2016
May 09, 2016
During times of low growth, do we also notice low stock market returns?
Finding Positive Expected Returns in a Negative Rate Environment - May 2016
May 02, 2016
With low - and even negative - interest rates on safe Stability investments, where can investors find positive returns?
What is Fiduciary Advice? - May 2016
New regulatory rules may make it more confusing as to whose advice you should follow, and whether or not it is in your best interest.
The Cost of Tracking an Index - April 2016
April 02, 2016
Dimensional report on the costs associated with trying to track a commercial index through the use of exchange-traded funds (ETFs) or mutual funds.
Why Should You Diversify? - March 2016
March 01, 2016
While all of the news lately has been on the relative strength of the US markets, a longer-term view provides evidence of the benefits of diversification.
Revisiting Yields - March 2016
The history of interest rate changes shows it is difficult to predict future yields on stability assets.
Market Volatility - February 2016
February 12, 2016
Recent stock market volatility is causing concern for investors. It is important however to view market volality in the context of long-term history.
Crude Oil and Financial Markets - February 2016
Do falling oil prices predict stock market returns?
An Update on China - February 2016
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A Look at Dimensional's Investment Portfolios - July 2015
July 25, 2015
A look into the style and methodology of Dimensional Fund Advisors' mutual fund portfolios.
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