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The Index Bogeyman
  • Jul 23, 2021

The Index Bogeyman

Has index investing distorted markets? Will it continue to be a good investment style in the future? (Link)
Getting to the Point of a Point
  • Jul 23, 2021

Getting to the Point of a Point

What does it mean for your portfolio when the "Dow rallies (falls) 500 points"? (Link)
Déjà Vu All Over Again
  • Jul 23, 2021

Déjà Vu All Over Again

Déjà Vu All Over Again: The investment fads of 2019 and their history (link).
2018 Market Review Commentary
  • Jul 23, 2021

2018 Market Review Commentary

(PDFs of our 2018 Market Presentation and the following 2018 Market Review Commentary) After logging strong returns in 2017, global...
DFA: Here's the Prescription
  • Jul 23, 2021

DFA: Here's the Prescription

How can a financial advisor assist in volatile markets? (Link to PDF)
What is a Fiduciary? CEFEX Fiduciary Certification
  • Jul 23, 2021

What is a Fiduciary? CEFEX Fiduciary Certification

Why Should You Diversify?
  • Jul 23, 2021

Why Should You Diversify?

Why diversify? Do I need to own more than an S&P 500 index fund? (Link)
The Flat-Out Truth
  • Jul 23, 2021

The Flat-Out Truth

What is a yield curve, and why are stock investors interested in its shape? (Link)
Midterm Elections: What Do They Mean for Markets?
  • Jul 23, 2021

Midterm Elections: What Do They Mean for Markets?

What can we learn from the history of midterm elections and financial market returns? (Link)
A Question of Equilibrium
  • Jul 23, 2021

A Question of Equilibrium

The following article was written by Jim Parker, Vice President of Dimensional Fund Advisors, correcting an idea in the media on sellers...
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