Issue Briefs

The shocking impact of charges on investment returns
It is a similar story for investors in North America, Australasia and most of Europe. Investors in southern Europe, most of Asia and Central America ...
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10 Attributes of Great Financial Advisors
Not all financial advisors are created equal. "As part of Dimensional’s 30th anniversary of working with advisors...we consider 10 common attributes of advisors who are ...
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Visualizing The Extraordinary Power Of Compound Interest
The power of compound interest is so compelling, that it’s been often called the “eighth wonder of the world”. Find out why this concept is ...
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Yields of Dreams: A Closer Look at Dividends
Investors often see dividends as a way to generate income. But dividend strategies are not the only way to produce cash, and investors should be ...
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The Best Mutual Funds and Their Ratings
"Dimensional Fund Advisors continues to be an outstanding steward of its shareholders' capital. … Co-CEOs David Butler and Gerard O'Reilly oversee a strong culture focused ...
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The Global Risks Report 2020 – This Is What The World Is Worried By
For the first time the Global Risks Report is dominated by the environment. From World Economic Forum (weforum.org): Following a year of floods and droughts, ...
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The 2010s: A Decade in Review
Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the ...
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The Market Has No Memory
Dimensional Founder David Booth discusses the lessons from 2019 that investors can apply to 2020. I have worked in finance for over 50 years, and ...
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Hindsight Is 20/20. Foresight Isn’t.
History shows there’s no compelling or dependable way to forecast stock and bond movements. The year 2019 has been a case in point. The year ...
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How Markets Work and the FAANG Mentality
Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it's ...
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How the Federal Reserve Works
Many individuals may not know why paper money is issued by the Federal Reserve and what role the Federal Reserve plays in the economy. Here’s ...
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Insights From a Thought Leader | Eugene Fama
Professor Eugene Fama discusses his lifetime of work in financial economics and the impact of empirical and theoretical research on the asset management industry. Featuring ...
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure ...
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Where Will Your Retirement Money Come From?
For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social SecuritySocial Security is ...
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What Happens When You Fail At Market Timing?
It’s hard to predict the best days in the markets, and the cost of missing them can be high. The impact of missing just a ...
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The World’s Best MBAs 2019
It's that time of the year when business school rankings come out. A quick plug for my alma mater, the University of Chicago Booth School ...
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These ‘Secret’ Recession Signs May Provide Clues to When the Next Downturn Is Coming
Dejan Ilijevski was quoted in this Fortune Magazine article about the potential signs of the next market downturn, "These ‘Secret’ Recession Signs May Provide Clues ...
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What is a Fiduciary Financial Advisor?
Dejan Ilijevski was quoted in this GoBankingRates article about the attributes that make an advisor a fiduciary, "What is a Fiduciary Financial Advisor?". If you ...
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