Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: Back to School

September 2016 Back to School Higher education may come with a high and increasing price tag, so it makes sense to plan well in advance. With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college e
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2016 Matrix Book

Dimensional’s 2016 Matrix Book: Strength in Numbers Part 3: Managing the Emotions

The MSCI Emerging Markets Index has been negative in 13 of the past 28 calendar years while the S&P 500 Index has only been negative 5 of the past 28 years. Which index had a higher rate of return in this 28 year time period? If you’re catching on to the tricky questions we’ve bee
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Matrix Book

Dimensional’s 2016 Matrix Book: Strength in Numbers Part 2: Covering the Global Markets

In our last post, we shared the first in a trio of videos illustrating the important insights we can draw from Dimensional Fund Advisors’ Matrix Book of historical returns. When viewed close up, the data points found in the Matrix Book may look like just an endless array of random num
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Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: Index Reconstitution: The Price of Tracking

Client Site | Issue Briefs JUNE 01, 2016 Index Reconstitution: The Price of Tracking Index funds may be a good option for investors seeking investments with low fees. However, an index fund manager’s strict adherence to an index comes at a cost in the form of reduced discretion around
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“Do chefs make better financial advisers? Second-act advisers can bring something unique to the table”

Sheri was featured in The Wall Street Journal’s MarketWatch article by Charles Passy “It also helps that they may have specific knowledge and experience that allows them to target a niche clientele — as in former colleagues or just professionals with a similar background. Sheri Iannet
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