The Matrix Book is a unique a tool for seeing decades of returns and telling stories about investing. In this video, Joel Hefner explains how ...
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Several factors may influence your retirement savings rate, including your expected retirement date, current level of income and savings, and retirement income goal. Beyond determining ...
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Rather than focusing on how much wealth to accumulate, think about how much retirement income your portfolio can support. Beyond determining how much money to ...
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Dimensional research shows that managers usually fall short when they try to outguess market prices. That’s good news for investors. If markets do a good ...
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Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, ...
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“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth ...
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Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased ...
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Investors may be tempted to extrapolate recent returns into the future, which can lead them to abandon their investment philosophy at potentially inopportune times. While ...
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A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow ...
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As much as I value the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause. By ...
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“Sellers were out in force on the market today after negative news on the economy.” It’s a common line in TV finance reports. But have ...
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New research by Dimensional examines the decline in the number of US stocks over the last two decades and whether this has implications for the ...
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Dimensional’s 2018 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based ...
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Stock prices are changing every day—and as prices change, so do expected returns By: Jake DeKinder Head of Advisor Communication and Vice President Dimensional Fund ...
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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 ...
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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 ...
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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 ...
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