Five Reasons You Shouldn’t ‘Sell in May and Go Away’ – The Simple Dollar
I was quoted in this Simple Dollar article on how disciplined investors tend to do better than those who try to time or beat the markets. Also advised readers to treat the investment media as entertainment, rather than a source ...
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Doing Well and Doing Good?
Sustainability investing is a choice that does not have to come at the expense of sound investment principles. Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values ...
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E+R=O, a Formula for Success
SPECIAL POSTING. This content first appeared for general client consumption on Dimensional’s website. By David R. Jones Head of Financial Advisor Services, EMEA and Vice President Dimensional Fund Advisors Ltd. April 19, 2018 Combining an enduring investment philosophy with a simple ...
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Tuning Out The Noise
For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Allowing emotions or opinions about short-term market conditions to impact long-term investment goals can lead to disappointing results. By filtering out the noise ...
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Quarterly Market Review: 2018 Q1
Download Complete Report Market Summary Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio. Market segment (index ...
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The Power of Markets
In 1958, economist Leonard Read published an essay entitled “I, Pencil: My Family Tree as Told to Leonard E. Read.” The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create ...
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Sailing With the Tides
SPECIAL POSTING. This content first appeared for general client consumption on Dimensional’s website, from where it is downloaded and shared here. By Jim Parker Vice President DFA Australia Limited a subsidiary of Dimensional Fund Advisors LP March 2018 Embarking on a ...
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A Look At Public Company Listings
How many stocks do you think make up the Wilshire 5000 Total Market Index (a widely used benchmark for the US equity market)? While the logical guess might be 5,000, as of December 31, 2017, the index actually contained around ...
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Managing Inflation Risk
As the capital markets have improved, more investors have shifted their concern from weathering the financial crisis to anticipating the inflationary effects of rising federal spending and debt. Many people are asking how they can prepare for potentially higher inflation ...
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A Transformed Investor’s View of Market Uncertainty
SPECIAL POSTING. This content first appeared for general client consumption on Dimensional's website, from where it is downloaded and shared here. By Dave Goetsch Executive Producer of The Big Bang Theory, reflects on his investment experience in the recent market ...
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All expressions of opinion are subject to change. Posts and articles are distributed for informational purposes, and are not to be construed as offers, solicitation, recommendations, or endorsement of any particular security, products, or services. Investors should talk to their investment advisor prior to making any investment decision.
There is no guarantee investment strategies will be successful. Investing involves risks including possible loss of principal. There is always the risk that an investor may lose money. A long-term investment approach cannot guarantee a profit. Diversification does not eliminate the risk of market loss. Past performance is not a guarantee of future results.
