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What We're Reading

2020 Market Review: Looking Back on an Unprecented Year

Doing Well and Doing Good? Integrating sustainability values with investment goals.

What History Tells Us about US Presidential Elections and the Market: It’s natural for investors to look for a connection between who wins the White House and which way stocks will go.  Here's the data spanning decades.

Value vs. Growth: Logic and history argue for a commitment to value.

The Bumpy Road to the Market's Long-Term Average: Understanding the range of potential outcomes can help you ride out this recession.

The Randomness of Returns (2019): To keep thing in perspective especially during times of extreme market volatility, it's good to review how asset classes have performed in the past; however, hard to predict where they'll go in the future.  

Decade In Review: Here's what we can learn from the past decade: Despite all the change and uncertainty, the fundamentals of successful investing endured. Diversify across markets to pursue higher expected returns.

Tuning out the Noise: For investors it can be easy to feel overwhelmed by the relentless stream of news about markets. Dimensional shares a thoughtful article so you don't lose sight of the potential long-term benefits of staying invested. (Dimensional Funds, May 2018)

The Impact of Inflation: Keeping pace with inflation is a crucial goal for many investors. By combining the right mix of growth and risk management assets, investors may blunt the effects of inflation. (Dimensional Funds, June 2018)