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News and Commentary
Market Price Tells Us About Long-Term Expected Returns, Says Dimensional Fund Advisors
Always amusing to see people from Dimensional interviewed on TV. Although the anchor desperately tries to extract the usual fluff about market signals, Peng Chen, Asia ex-Japan chief executive officer at Dimensional Fund Advisors, calmly explains how markets actually work ...
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How Have Markets Reacted to Previous Impeachments?
President Trump has said that the markets will crash if he is impeached. Is he right? The political instability from both Nixon's and Clinton's impeachment proceedings did cause market sell-offs. However, that's not the whole story. Let's dig a little ...
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Jim Cramer “Evolves” Into Advocate For Index Funds
If you follow Jim Cramer's CNBC show, "Mad Money," you finally heard advice that may help improve your odds of success. Cramer once flipped out on a CNBC guest who promoted John Bogle's approach to investing, screaming “I’ve had it ...
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How to Invest in Stocks for Beginners: 8 Steps
Dejan Ilijevski was quoted in this Yahoo Finance article about investing for beginners ...
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Most Stocks Suck!
Only 4% of the total number of stocks (1,092 stocks out of a total of 25,967) accounted for the net gain for the entire US stock market since 1926.That's the conclusion of a recent study by a professor of finance ...
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Retirement Readiness: Monitoring Your Progress
When planning for retirement, it’s important to keep in mind how much spending your savings can support. The decisions you make today can help improve your retirement readiness. Beyond determining how much money to save, it’s useful to think about ...
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Latest 529 fee study
The latest 529 fee study from Savingforcollege.com compares the lowest and highest 10-year expense totals for all direct-sold 529 savings plans. Minimizing fees and costs is one of the main goals when it comes to investing. It is no different ...
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Recent Market Volatility
While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. Watch the video, then read about volatility in the article that follows. Recent Market ...
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Beat The Short Term Market Jitters
Financial markets have rewarded disciplined, long term investors. When they are in turmoil, there is a strong temptation to ask your advisor to "do something" to stem any perceived losses. This brief from Vanguard demonstrates that staying the course--or doing ...
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The Flat-Out Truth (REPUBLISHED)
Update Considering recent market volatility and worrying financial news media headlines, I have decided to republish this post about yield curve inversion, a hot topic these days. Originally posted September 2018, it describes whether there is a relationship between yield ...
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Reacting To Markets
In this short video, Nobel laureate Eugene Fama provides perspective for long-term investors on why they shouldn’t pay a lot of attention to short-term results ...
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100 Ways To Make Your Money Last Until You’re 100
Dejan Ilijevski was quoted in this Yahoo Finance article about helping your money last until you are 100 ...
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Dimensional Eyes the Fund Sector’s Trillion-Dollar Club
The Financial Times sat down with Dimensional Co-CEO and Chief Investment Officer Gerard O’Reilly. The profile covers O’Reilly’s path to Dimensional, his leadership alongside Dave Butler, and the firm’s research-based culture and approach to investing ...
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5 Tips to Invest With a Maxed 401(k)
Dejan Ilijevski was quoted in this US News and World Report article about maxing out 401k accounts. Investors still have options if they can't add to their 401(k) retirement savings account ...
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Timing Isn’t Everything
Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. A neighbor or relative might ask about which investments are good at the moment. The ...
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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.
