October,  2015 Which Hat Are You Wearing? By Jim Parker Vice President  “Most of us have multiple roles—as business owners, professionals, workers, consumers, citizens, students, parents and investors. So our views of the world can differ according to whatever hat we’re wearing at any one time. This complexity of people and their range of motivations, depending on their circumstances, highlight the inadequacy of cookie-cutter or automated investment solutions." To read more: OPEN PDF  ...

September 2015 Should Investors Sell After a “Correction”? By Weston Wellington Vice President Dimensional Fund Advisors "Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in May 2010—before rallying to close down 588. Prices fell further on Tuesday before recovering sharply on Wednesday, Thursday, and Friday. Although the S&P 500 and Dow Jones...

August 27,  2015 The Patience Principle By Jim Parker Vice President “Global markets are providing investors a rough ride at the moment, as the focus turns to China's economic outlook. But while falling markets can be worrisome, maintaining a longer-term perspective makes the volatility easier to handle.  " To read more: OPEN PDF  ...

May 2015 Gravel Road Investing [column col="1/4"][/column] [column col="3/4"] By Jim Parker Vice President DFA Australia Limited “ Owners of all-purpose motor vehicles often appreciate their cars most when they leave smooth city freeways for rough gravel country roads. In investment, highly diversified portfolios can provide similar reassurance. " To read more: OPEN PDF[/column][divider scroll_text=""]   ...

Have you ever noticed that the best humor usually has an edgy element of truth to it?  Take, for example, this StockCats “Headline Generator” spoof on the commentary that floods our sensibilities every time the market moves a whisker. Admittedly, we financial professionals may be hard up for humor, but I got a good belly laugh out of their creative spin on what (sadly) often passes for intelligent observations. So, yes, there is an abundance...

February 2015 Weather vs. Climate By Jim Parker Vice President DFA Australia Limited "Notice how TV news bulletins put finance next to the weather report? In each, talking heads point at charts and intone about intraday events that are quickly forgotten. Meanwhile, the long-term wealth building story gets overlooked." To read more: OPEN PDF: Weather vs. Climate...

According to Dimensional Fund Advisors’ 2014 Review, two non-U.S. developed countries (in the MSCI Index) experienced 2014 annual returns of +22.77% and –22.04% in seesaw fashion. Can you guess which two these might be? Since there are so many to choose from, let’s narrow it down. Those highest and lowest returns came out of Israel and Norway. Now, which was which? You’d be correct if you guessed that Israel experienced the...

October 2014 Living with Volatility, Again By Jim Parker Vice President DFA Australia Limited "Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm than good." To read more OPEN PDF: Living with Volatility, Again...

September 2014 The Curve Ball By Jim Parker Vice President DFA Australia Limited "There’s a school of thought that says the best way to manage a fixed income portfolio is to base your investment decisions on where you think interest rates are headed. But what if expectations are changing all the time?" To read more: Open PDF: The Curve Ball....