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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Dimensional Fund Advisors: The Tao of Wealth Management

      July 2018 The Tao of Wealth Management The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turne
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Dimensional’s Quarterly Market Review (Q2 2018)

What’s your favorite mixed nut? In a bowl of mixed nuts, which flavor do you favor? For the record, I’m a sucker for the cashews. It’s fine to pick out your treat preferences. In the market, you’re best off skipping the picking, and sticking instead with an appropriately balanced mixe
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Don’t Get Creamed by Inflation Risk

The Impact of Inflation Over the long run, stock markets are expected to deliver returns well beyond the rate of inflation. That is, the $1 you invest in today’s stock markets should still provide $1 or more worth of purchasing power decades into the future. In exchange, you must tole
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global diversification

Let’s Tell a Story: Why Go Global When You Invest?

Doing Better With Global Diversification In two previous posts, here and here, we shared a pair of Dimensional Fund Advisor videos based on historical U.S. market returns data. If we really want to share this tale of evidence-based investing in living color, we’ve got to go global. Wh
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Stocks and Bonds

Let’s Tell a Story: Why Invest in Stocks and Bonds?

The Ups and Downs of Stocks and Bonds In our recent post, “What’s Up with Inflation?” we introduced a trio of videos Dimensional Fund Advisors has shared. They help bring its Matrix Book numbers to life for those who might not want to pore through pages and pages of data by themselves
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Dimensional Matrix Book

Let’s Tell a Story: What’s Up with Inflation?

What’s Up with Inflation? Once upon a time (in 1982), Dimensional Fund Advisors began publishing its annual “Matrix Book,” now its longest-running publication. It’s jam-packed pages of market returns data stretching back to 1926 may seem daunting at first. But, oh, the stories t
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financial headlines

Intro to “Tuning Out the Noise” Video

An Exercise in Confusion: “Tuning Out the Noise” First, take a moment to view this powerful video, just released by Dimensional Fund Advisors.  The new millennium’s biggest financial headlines Now, before you consider the substance, how did the onslaught make you feel? Nervous? Anxio
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Quarterly Market Review

Dimensional’s Quarterly Market Review (Q1 2018)

A Quarterly Tale of Risks and Returns in Real Time For the first time in a long time, U.S. and international developed stock markets alike bled off some steam this quarter. You’ll see that expressed by the bright red arrows in Dimensional Fund Advisors’ first quarter Quarterly Market
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Dimensional Fund Advisors: Sailing with the Tides

March 2018 Sailing with the Tides Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. Here i
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