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

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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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

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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inflation

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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