Secure Document SharingSecure Document Sharing

September 28, 2021 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy What If Things Go Right?  (Barry Ritholtz) “…I want to imagine for a moment a scenario that is the opposite of worst-case – what do the USA and the world look like if most things more or less go right? What if a normal economic recovery replaces the pandemic slowdown?” How A Single Missing Part Can Hold Up $5 Million Machines And Unleash Industrial Hell (NPR) Boring is beautiful when it comes to...

September 21, 2021 in Dimensional, Evidence-Based Investing, Investing
“Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below. Trying to answer these questions may be intimidating, but know that you’re not alone. Your financial advisor is here to help. While this is not intended to be an exhaustive list, it will hopefully shed light on a few key principles, using data and...

September 14, 2021 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Why America has 8.4 million unemployed when there are 10 million job openings. “The economy is undergoing massive changes. There’s a big mismatch at the moment between the jobs available and what workers want.” (The Washington Post) Biden’s SEC is ready to regulate cryptocurrency (recode) “The Securities and Exchange Commission (SEC) — led by Gary Gensler, who taught a class on cryptocurrency at MIT — is trying...

August 25, 2021 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy Schwab Market Perspective: The Next Phase (Schwab) “Although we’re not out of the pandemic yet, the economy is showing encouraging signs. Job growth has been strong and financial markets appear to confirm that the economic cycle has shifted from recovery to expansion. Global earnings estimates are being revised upward and global business leaders are expressing fewer concerns about supply constraints than earlier this year. Given these...

August 9, 2021 in Money & Finance, Our Physical & Mental Well-being
  Businesses, Stock Markets & the Economy ‘Everything Screams Inflation.’ How to Interpret the Headlines. (Dimensional) Your Finances & other Wealth Management links 6 Advanced Planning Ideas to Use When Your Restricted Stock Units Vest (Daniel Zajac) Five things to do in your 20's and 30's including 'Don't be afraid to take risks.' (thomaskopelman.com) Social Security claiming is more complicated for couples. (humbledollar.com) The Environment & ESG (Environmental, Social & Governance) Investing The infrastructure bill is a recognition that climate...

August 3, 2021 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy 9 Questions For The Bull Market “Bull markets are way more fun than bear markets, but they can also warp your brain.” ( Ben Carlson) Cryptocurrencies: Do they serve the public interest? (Evidence Investor) “In its annual economic report, the Swiss-based Bank for International Settlements — the coordinating agent for central banks — argues that while there is a public interest case for digital money, existing crypto currencies are...

July 27, 2021 in Money & Finance, Our Physical & Mental Well-being
  Businesses, Stock Markets & the Economy Watch? Righting the Ship: One Year Later “The question I want everyone to ask is: What lessons should we take from this past year?” (Featuring David Booth, Executive Chairman and Founder, Dimensional) Visualizing the History of U.S. Inflation Over 100 Years (Visual Capitalist)   Your Finances & other Wealth Management links Your Cheerios box is shrinking. “One way companies are raising prices is by reducing the package sizes — without lowering...

July 20, 2021 in Dimensional, Evidence-Based Investing
DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q2 2021) + HAPPY BIRTHDAY TO INDEX FUNDS!   Quarterly Market Review (QMR) – Q2 2021 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 returns of stock and bond asset classes in the US and international markets (all arrows are green this past quarter!). The report also illustrates the impact of globally diversified portfolios...