the market

3 Things: The market as an excitable dog on a leash

The market as an excitable dog on a leash 1.  One of my favorite financial bloggers, Ben Carlson, writes in Market Earthquakes: “Ralph Wanger, the eccentric portfolio manager of the Acorn Fund, once summed up the stock market to Bill Bernstein with an analogy about walking a dog: He l
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Market Volatility

Dimensional Fund Advisors: Recent Market Volatility

Recent Market Volatility February 2018 “While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing” After a period of relative calm in the markets, in recent days the increase in v
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Dimensional Fund Advisors: New Year, New Market Highs

February 2018 New Year, New Market Highs Every day stocks have a positive expected return regardless of whether markets are at an all‑time high or not. 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
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Dimensional Fund Advisors: Nine Experts, Four Surprises, and One Million Dollar Bet

January 2018 Nine Experts, Four Surprises, and One Million Dollar Bet In 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we gear up for the new year, we can look at several example
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Dimensional’s 2017 Market Review

Dimensional’s 2017 Market Review

One Last Look at the 2017 Bond & Stock Markets Before we proceed full tilt into 2018, let’s take one last look at last year’s heady, mostly double-digit 2017 stock market returns, as shared in Dimensional Fund Advisor’s 2017 Market Review. How best to view the largely fair-weather
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2017 market performance

Dimensional’s Quarterly Market Review (Q4 2017 & TY 2017)

Hunches, Headlines and Indicators – 2017 Market Performance It’s a wrap! 2017 market performance numbers are now available for the fourth quarter and the year. And, wow, what a year it was. The Wall Street Journal called it “The Year Everything Went Up.” In a Bloomberg column, B
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Dimensional Fund Advisors: Home Bias and Global Diversification

DECEMBER 2017 Home Bias and Global Diversification By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience. Read this week’s Dimensional Article.
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Dimensional Fund Advisors: The Uncommon Average

OCTOBER  2017 The Uncommon Average “I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] But short
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Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: Lessons for the Next Crisis

SEPTEMBER 2017 Lessons for the Next Crisis  We recently experienced the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Ove
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Market Review

SageBroadview Quarterly Market Review: Q3 2017

Third Quarter Market Review: Broken Record When sharing Dimensional’s Quarterly Market Review last quarter, we commented on how it had been a long time since the summary page had depicted nothing but green arrows of positive returns. With a few minor variations in the score, we could
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