DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q4 2019 & TY 2019) It’s a wrap! 2019 market performance numbers are now available for the fourth quarter and the year. Today, we share Dimensional Fund Advisor’s latest Quarterly Market Review, along with its 2019 Annual Market Review. Fourth quarter 2019 served up another solid reminder: There’s still no telling exactly how breaking news is going to impact upcoming market returns. After all, there was plenty of ongoing, unsettling news to stomach...

Another quarter of contrasts has come and gone, delivering a mixture of modestly positive and negative returns. Despite relatively quiet markets, breaking geopolitical news swarming all around us has been anything but. Meanwhile, the S&P 500 index has continued to log “an incredible decade.” This may leave you wondering how high stock markets can continue to fly. Especially as pundits continue to predict the next recession is due … if not...

Another quarter of contrasts has come and gone, delivering a mixture of modestly positive and negative returns. Despite relatively quiet markets, breaking geopolitical news swarming all around us has been anything but. Meanwhile, the S&P 500 index has continued to log “an incredible decade.” This may leave you wondering how high stock markets can continue to fly. Especially as pundits continue to predict the next recession is due … if not...

CAN YOU DEPEND ON THE MARKETS? IT DEPENDS ON YOUR PERSPECTIVE. Do capital markets deliver dependable returns to investors? Or is it mostly a matter of luck? Yes, to both – depending on your perspective. As you can see in Dimensional Fund Advisors’ current Quarterly Market Review, this quarter’s global market performance progressed in a relatively quiet, orderly fashion – despite plenty of reasons it could have gone otherwise. In that respect,...

Can You Depend on the Markets? It Depends on Your Perspective.   Do capital markets deliver dependable returns to investors? Or is it mostly a matter of luck? Yes, to both – depending on your perspective. As you can see in Dimensional Fund Advisors’ current Quarterly Market Review, this quarter’s global market performance progressed in a relatively quiet, orderly fashion – despite plenty of reasons it could have gone otherwise. In that respect,...

David’s take: In our last post, we introduced you to our newest team member, summer intern Danny Lester. Danny’s already got a solid background in personal finance, so we asked him to review our SAGEbroadview blog and identify a handful of prior posts that particularly piqued his interest. In a twist on our usual “3 Things” series, we share Danny’s comments on his three top picks, mined from the SBV...

David’s take: In our last post, we introduced you to our newest team member, summer intern Danny Lester. Danny’s already got a solid background in personal finance, so we asked him to review our SAGEbroadview blog and identify a handful of prior posts that particularly piqued his interest. In a twist on our usual “3 Things” series, we share Danny’s comments on his three top picks, mined from the SBV...

  Forget Game of Thrones and Avengers: Endgame; this summer’s blockbuster is at SAGEbroadview, where we are pleased to employ another summer intern who’s hot on the path to becoming a financial planner. Danny Lester graduated from Farmington (CT) High School in 2016, just completed his bachelor’s in finance from Boston’s  Bentley University (in only three years - thank you, AP credits!), was an RA for two of those years, and will...

  Forget Game of Thrones and Avengers: Endgame; this summer’s blockbuster is at SAGEbroadview, where we are pleased to employ another summer intern who’s hot on the path to becoming a financial planner. Danny Lester graduated from Farmington (CT) High School in 2016, just completed his bachelor’s in finance from Boston’s Bentley University (in only three years – thank you, AP credits!), was an RA for two of those years, and will...

April 18, 2019 IDEAL VS. IMAGINARY INVESTING “There’s one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there’s a marketing idea every week.” – Nobel Laureate Eugene Fama Nobel laureate and Dimensional Fund Advisors board member Eugene Fama has offered an abundance of quotable insights during the 50+ years he’s been studying financial economics. The quote above is one of our favorites – and as fitting as ever as...