Category: portfolio management
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Flexible Trading Provides Real Cost Reductions
Who cares about how the mutual funds or ETFs in your portfolio implement their trading policies? We do! We look to partner with those who...
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How Could Inflation Impact Your Investment Portfolio?
We are sharing the latest video from a new financial video series released by our strategic partner: Buckingham Strategic Partners. You’re not alone if the...
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Inflation Risk: Is the Wolf at the Door?
Who’s afraid of big, bad inflation? A lot of people are, and not entirely without reason. With the economy starting to recover from the COVID-19...
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Building Robust Processes in Fixed Income
In the first of a four-part series on real-world fixed income investing, Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors, discusses the...
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Do Downturns in the Stock Market Lead to Down Years?
Stock market declines over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns...
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The Next Normal by David Booth, Dimensional Fund Advisors
A year ago, at the end of March 2020, the S&P 500 was down nearly 20%1 and the world was scrambling into lockdown. Many experts...
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It’s a Bumpy Road to the Stock Market’s Long-Term Average
What is the Long-Term Average of the Stock Market? There has never been a simpler, more compelling one-page insight in the true nature of volatility...
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What Are SPACS, NFTs, and Other Jungle Creatures?
“The American marketplace is an economic jungle. As in all jungles, you easily can be destroyed if you don’t know the rules of survival. …...
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Cryptocurrency Part 3: How Do You Trade Cryptocurrency?
We covered a lot of ground in Part 1: Understanding Cryptocurrency and Part 2: How Do You Spend Cryptocurrency? of this three-part series on cryptocurrency....
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Cryptocurrency Part 2: How Do You Spend Cryptocurrency?
In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to...
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What is Cryptocurrency All About? Part 1 Understanding Cryptocurrency
It’s hard to scan the financial headlines these days and not spot at least one call to action related to Bitcoin’s latest moves. Has all...
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Investment Stewardship: Dimensional Advocates for Shareholders and Adds Value for Investors
The year in review for 2020 shows how an evidence-based investor captured returns the market offered, in spite of the volatility. Being invested in an...
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