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Dimensional’s 2017 Market Review
One Last Look at the 2017 Bond & Stock Markets Before we proceed full tilt into 2018, let’s take one last look at last year’s heady, mostly double-digit 2017 stock market returns, as shared in Dimensional Fund Advisor’s 2017 Market Review. How best to view the largely fair-weather market performances of late? Your investment experience is like a cross-continental trek. You get to define your desired destination – although, as in real...
Dimensional’s Quarterly Market Review (Q4 2017 & TY 2017)
Hunches, Headlines and Indicators - 2017 Market Performance It’s a wrap! 2017 market performance numbers are now available for the fourth quarter and the year. And, wow, what a year it was. The Wall Street Journal called it “The Year Everything Went Up.” In a Bloomberg column, Barry Ritholtz declared it “A Very Weird Year in Markets.” The New York Times reflected on how wrong most expert predictions were – as...
3 Things: Inspiration
Happy New Year to our readers. I hope you all had a joyful holiday. Today’s 3 Things post features inspirational articles and images that caught my eye over the past week. Here’s to a happy, healthy and prosperous 2018 for you and your families. Bill Gates inspires me with his thirst for knowledge and his focus on philanthropy...
Year-End Reflections on the New Tax Law
December 22, 2017
in Tax Management
Here is a copy of a letter we sent to our SageBroadview clients:
Year-End Reflections on the New Tax Law
Dear SageBroadview Clients and Friends:
We interrupt your busy holiday season with a reach-out on this week’s U.S. tax code overhaul. While the ink still dries on this sweeping new legislation, you may be wondering whether there are ways you can or should spring into action immediately, before year-end, to reposition yourself for...
3 Things: Gift Ideas
December 20, 2017
in SAGE Reads
Trying to find a gift for a young reader, or an older reader who loves children’s books?
Check out this article for the illustrations alone. Simply gorgeous.
The 7 Loveliest Children’s Books of 2017 (Brain Pickings) Profound and poetic illustrated celebrations of solitude, self-possession, friendship, and our place in the cosmos.
Trying to find a gift for a science enthusiast?
“…what all great science books accomplish, whether they do so from the...
Dimensional Fund Advisors: Home Bias and Global Diversification
DECEMBER 2017 Home Bias and Global Diversification By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience. Read this week's Dimensional Article....
3 Things: Being Smart About Charitable Giving
Being smart about charitable giving 1. As Barry Ritholz notes in this oldie but goodie -- “giving to charity is personally fulfilling and it helps those in need, but some charities are better than others in channeling donations to where they are most needed.” Find out how to do your homework before you give. Be Smart About Charity (Bloomberg View, 12/4/2014) + GiveWell is a nonprofit dedicated to finding outstanding giving opportunities through in-depth analysis. Thousands of hours...
Dimensional Fund Advisors: Catchphrase Investing
NOVEMBER 2017 Catchphrase Investing The financial media is drawn to catchphrases, acronyms, and buzzwords that can be sold as the new thing. FAANG (Facebook, Apple, Amazon, Netflix, and Google) is the latest of these. But does this constitute an investment strategy? Read this week's Dimensional Article. ...