Dimensional Perspectives: Déjà Vu All Over Again

Déjà Vu All Over Again February 2019 Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios, investors are often temp
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Dimensional Perspectives: Key Questions for Long-Term Investors

Today we’re taking you to visit Dimensional’s blog, “Dimensional Perspectives,” and specifically their article titled “Key Questions for Long-Term Investors.” Key Questions for Long-Term Investors “Whether you’ve been investing for decades or are just getting started, at some point on
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Dimensional’s 2018 Market Review

2018 Market Review January 2019 After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the impleme
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Dimensional’s Quarterly Market Review (Q4 2018 & TY 2018)

2018 Market Performance It’s a wrap! 2018 market performance numbers are now available for the fourth quarter and the year. Today, we share Dimensional Fund Advisor’s latest Quarterly Market Review, along with its 2018 Annual Market Review. We hope you’ll use these summaries to reinf
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Dimensional Fund Advisors: Why Should You Diversify?

Why Should You Diversify? December, 2018 When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. For more, visit this week’s Dimensional Post Why Should You Di
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Dimensional Fund Advisors: Midterm Elections – What Do They Mean for Markets?

Midterm Elections—What Do They Mean for Markets? NOVEMBER 01, 2018 For the upcoming midterms, commentators are likely to offer opinions on who will win and what impact the vote will have on markets. Looking at returns since 1926 shows that months when midterm elections took place did
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Dimensional’s Quarterly Market Review (Q3 2018)

Are you speed-dating or in an ideal marriage with your investment portfolio? As Dimensional Fund Advisors’ Quarterly Market Review reveals on its summary page, investors have much to appreciate this quarter, with positive returns from U.S. and international developed stocks. Still, “a
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Dimensional Fund Advisors: The Happiness Equation

The Happiness Equation         As Brad Steiman of Dimensional fund Advisors writes in this article: Mo Gawdat, a serial entrepreneur and Chief Business Officer at Google X, tried to engineer a path to joy in his book, Solve for Happy, by expressing happiness as an
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Dimensional Fund Advisors: Do Mutual Funds Outperform Benchmarks?

Do Mutual Funds Outperform Benchmarks? Dimensional’s 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 on past results, only a small percentage have repeated their succ
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Dimensional Fund Advisors: What You Pay, What You Get: Connecting Price and Expected Returns

      What’s That Stock Worth to You? They say your home is your castle, but that doesn’t mean you should have to pay lavish prices to live there – at least no more than the going rate for a similar estate. It’s the same for your investments. You expect to pay something
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