Issue Briefs

Five Reasons You Shouldn’t ‘Sell in May and Go Away’ – The Simple Dollar
Sabela Capital Markets was quoted in this Simple Dollar article on how disciplined investors tend to do better than those who try to time or ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Investment Models
Checking the weather? Guess what—you’re using a model. While models can be useful for gaining insights that can help us make good decisions, they are ...
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Recent Market Volatility
After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety ...
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New Year, New Highs
Throughout 2017, the S&P 500 Index recorded 62 new closing highs in 251 days of trading. In the first three weeks of January 2018 alone, ...
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The January Indicator
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the ...
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To Bit or Not To Bit
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in ...
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Home Diversification Bias
By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience. Every day we ...
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Lessons for the Next Crisis
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing ...
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Monkey Beats Professional Investors
In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that ...
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Getting What You Don’t Pay For
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor ...
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