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October 20, 2021 in Dimensional, Evidence-Based Investing
As usual, there was plenty to be concerned about in years past if you paid close attention to the never-ending news cycle. But throughout, markets delivered strong returns as you can see in the excerpt below from page 4: It’s typical to think of capital markets as nothing more than constructions for conducting commerce and making money. That they tend to do over time. But markets are made of people, in all...

October 12, 2021 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy What the Debt Ceiling Means for Social Security and More. “The Treasury secretary says the government will run out of money to spend if Congress doesn’t raise the debt ceiling. Here’s what that could mean for programs that help millions of Americans.” (The New York Times) Companies face pressure to act on vaccine mandates even as they wait for clear rules. (The New York Times)   Your Finances...

October 6, 2021 in Money & Finance, Our Physical & Mental Well-being
Businesses, Stock Markets & the Economy 10 Obstacles to Investing—and How to Overcome Them (David Booth, Executive Chairman and Founder, Dimensional) “Investing in markets is an excellent plan for meeting long-term goals, like maximizing your retirement income. When you develop a deeper understanding of public markets, you can cultivate a sense of optimism about investing. Two ideas are at the heart of embracing this approach: First, markets provide a way for both sides to...

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...