09 Mar Are COVID-19 & the financial markets concerning you?

Posted at 23:43h in COVID-19, Money & Finance, Our Physical & Mental Well-being

We’re Here for You We get it. Depending on how much attention you’ve been paying to the news, you may be feeling anywhere from uncomfortable to mildly panicked. So, we’d like to share some thoughts on what is happening now, some ideas on how to...

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29 Jan Dimensional Shares a Decade in Review

Posted at 03:52h in Dimensional, Evidence-Based Investing, Year In Review

Dimensional Shares a Decade in Review   Where were you on New Year’s Eve, 2009? Now, how about the same in 2019? Only you can answer that question. But we can tell you where the market was across the same period. As Dimensional Fund Advisors...

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21 Apr DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q1 2019)

Posted at 14:02h in Dimensional, Evidence-Based Investing, Investing

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21 Apr DIMENSIONAL’S QUARTERLY MARKET REVIEW (Q1 2019)

Posted at 06:21h in Dimensional, Evidence-Based Investing, Investing

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...

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26 Mar 3 Things: The Lost Decade, Amazon & the Traditional Supermarket, and Spam Is Taking Over Our Phones

Posted at 23:41h in Evidence-Based Investing, Family Money, Investing, Mindful living

Diversification is a strategy designed to help you avoid unnecessary mistakes 1.  The Easiest Decade for DIY Investors (The Belle Curve, 3/17/2019) “Do you remember all the hoopla about “The Lost Decade” for US stocks? Over a ten-year period the S&P 500 had a negative...

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16 Oct 3 Things: About Last Week

Posted at 19:06h in Behavior/Psychology, Investing

The market meltdown everyone saw coming 1.  Explaining the Correction with Perfect Hindsight (Barry Ritholtz, 10/15/2018) “We interrupt this regularly scheduled correction to bring you an after the fact narrative explaining in great detail and with utter certainty what just occurred in the markets, and why.”  A bright side to...

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10 Oct Dimensional’s Quarterly Market Review (Q3 2018)

Posted at 02:19h in Dimensional, Evidence-Based Investing, Investing

Are you speed-dating or in an ideal marriage with your investment portfolio? As Dimensional Fund Advisors’ Quarterly Market Review reveals on its summary page, investors have much to appreciate this quarter, with positive returns from U.S. and international developed stocks. Still, “appreciation” is relative; there’s...

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17 Jul 3 Things: Bull Markets, Investing Internationally, and Summer Jobs

Posted at 14:28h in Investing, Tax Management, Young Adult Series

No, we are not in a 9-year-old bull market 1. Currently some clients, and pundits, are voicing concerns about the longevity of the current bull market. In the September 2017 article “No, This Is Not the Second Longest Bull Market Ever”, Barry Ritholtz and Michael...

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27 Jun Don’t Get Creamed by Inflation Risk

Posted at 06:57h in Dimensional, Evidence-Based Investing, Investing

The Impact of Inflation Over the long run, stock markets are expected to deliver returns well beyond the rate of inflation. That is, the $1 you invest in today’s stock markets should still provide $1 or more worth of purchasing power decades into the future....

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04 Jun Let’s Tell a Story: Why Go Global When You Invest?

Posted at 11:19h in Dimensional, Evidence-Based Investing, Investing

Doing Better With Global Diversification In two previous posts, here and here, we shared a pair of Dimensional Fund Advisor videos based on historical U.S. market returns data. If we really want to share this tale of evidence-based investing in living color, we’ve got to...

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