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09 Apr Dimensional’s Quarterly Market Review (Q1 2018)

Posted at 11:52h in Dimensional, Evidence-Based Investing, Investing

A Quarterly Tale of Risks and Returns in Real Time For the first time in a long time, U.S. and international developed stock markets alike bled off some steam this quarter. You’ll see that expressed by the bright red arrows in Dimensional Fund Advisors’ first...

30 Jan Dimensional Fund Advisors: Nine Experts, Four Surprises, and One Million Dollar Bet

Posted at 06:20h in Dimensional, Evidence-Based Investing, Investing

January 2018 Nine Experts, Four Surprises, and One Million Dollar Bet In 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we gear up for the new year, we can look...

18 Apr Continued Comfort from “the Crazy Quilt Chart”

Posted at 11:55h in Evidence-Based Investing, Investing

We all have our symbolic security blankets, right? Mine is Madeleine L’Engle’s “Wrinkle in Time.” I first read it when I was a young adult, shortly after it became a Newbery Medal winner and I was still the book’s target audience. It was such a...

07 Mar Dimensional Fund Advisors: Going Global Is Still in Vogue

Posted at 13:36h in Dimensional, Evidence-Based Investing, Investing

Here’s a trick question: When does 5,000 = 3,600? The answer is: when you’re counting how many companies the Wilshire 5000 Total Market Index is actually tracking these days. The name suggests there are at least 5,000 publicly traded, U.S.-listed companies in the total market,...

20 Apr You and Your Investments: How Are You Doing? Part II: Your Portfolio and Its Parts

Posted at 11:02h in Evidence-Based Investing, Investing

Part II: Your Portfolio and Its Parts In our last post, we discussed why it’s best to avoid comparing your own investment returns to “the market” or the latest popular portions of it. There’s one more misleading measurement that can trip up an investor: [message_box...

05 Apr What Sheri’s Reading and “2016 Reading Challenge” Update

Posted at 22:35h in Mindful living, SAGE Reads

“2016 Reading Challenge” Update This year I set a challenge to read 38 books in 2016 by reading at least 25 pages a day (Fast Company’s Stephanie Vozza thinks I should Read 50 Books this Year. Maybe next year.) So far I’ve read 15 books....

07 Mar Dimensional Fund Advisors: Why Should You Diversify?

Posted at 13:13h in Dimensional, Evidence-Based Investing, Investing

Still Going Global We’ve said it before and we’ll no doubt say it again. In fact, because it’s so important, we dedicated one of last summer’s Investment Basics Series installments to global diversification, “your super power to help you manage that market risk by spreading it...

15 Sep Our Puppy Colbie and the Markets: Lessons in Patience and Persistence

Posted at 10:15h in Investing, SageBroadview News

This blog post was authored by SAGEbroadview Principal, Larry Annello. Recently I had the joy of bringing a new Golden Retriever puppy named Colbie into our home. Stretching the interpretation of the Family Medical Leave Act, I decided to spend a week at home with Colbie...

08 Sep Investment Basics Series: Summertime Learning for Year-Round Investing

Posted at 19:39h in Evidence-Based Investing, Investing, Investment Basics Series

While summer isn’t officially over yet, once those big yellow school busses reappear, it’s hard to not consider it a wrap. Likewise, we’re ready to wrap our summer series of investment basics. We hope that doesn’t mean you stop learning how to invest in ways...

01 Sep Investment Basics Series: Bonds vs. Bond Funds

Posted at 12:21h in Investing, Investment Basics Series

How do I decide whether to invest in individual bonds, bond funds or both? In our last post, we addressed why we typically advise using stock funds instead of individual stocks to implement your investment strategy. Today, let’s talk about why we usually recommend the...