How High Can High Returns Go?

Dimensional Fund Advisors: How High Can High Returns Go?

So is the Dow going to bust past 20,000 or isn’t it? By the time you’re reading this, maybe it already has. Either way, what does the milestone high-water mark mean to you as an investor? We would propose that the answer is: Not a whole lot. Whenever markets flirt with new highs, you
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2016 Market Review

Dimensional Fund Advisors: 2016 Review – More Views Heard From

First, we published our own “Year in SageBroadview Review,” summarizing the posts we shared in 2016. Then, we offered a double-header of fourth quarter and annual market reviews from Dimensional Fund Advisors. Before we set our sights forward, we’d like to share a couple more resource
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Dimensional’s Quarterly Market Review (Q4 2016 & TY 2016)

Two Market Reviews – One Perspective What’s better than one market review? How about two, to compare and contrast? Hot off the press from Dimensional Fund Advisors, we offer a close-up of the fourth quarter just ended, as well as a slightly broader view of 2016’s annual market perform
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Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: A Vote for Small Cap Stocks?

Down to the Wire | A Vote for Small Cap Stocks? December 22, 2016 WESTON WELLINGTON, VICE PRESIDENT In the recent period following the US presidential election, US small company stocks experienced higher returns than US large company stocks. This column looks at these returns relative
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Dimensional Fund Adivsors, Investing

Dimensional Fund Advisers: Prediction Season

December 2016 Prediction Season Predictions about future price movements come in all shapes and sizes, but most of them tempt the investor into playing a game of outguessing the market. “The close of each calendar year brings with it the holidays as well as a chance to look forward to
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evidence-based-investing

Demystifying Evidence-Based Investing

As Nobel laureate Eugene Fama once said, “Investment theory simplifies things that are otherwise shrouded in mystery and confusion.” We couldn’t agree more … but sustaining that level of simplification is a way of life, not a one-time task. That’s why we regularly attend educational f
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passivist

Proud to be a “Passivist”

A couple of months ago, there was a dust-up in the financial press when a Bloomberg journalist reported that brokerage firm AllianceBernstein had published a client note entitled “The Silent Road to Serfdom: Why Passive Investing is Worse Than Marxism.” The journalist excerpted from A
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John Oliver’s Award-Winning Take on Financial “Havoc”

John Oliver’s Award-Winning Take on Financial “Havoc”: Part II

Part II: Student Debt and For-Profit Colleges In last week’s post, I shared two of my favorite John Oliver “Last Week Tonight” satiric exposés on financial disinterests that can do damage to your retirement and your credit scores. Today, I want to wrap with one more video from this re
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Financial Havoc

John Oliver’s Award-Winning Take on Financial “Havoc”

Part I: Retirement Plans and Credit Checks Did you catch the Emmy awards in mid-September? While the pageantry can be a bit much for my bookworm tastes, I was thrilled to see John Oliver, one of my favorite commentators, receive an Emmy for his “Last Week Tonight” show. Well deserved!
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Crazy Quilt Investing

Summer Refresher: Crazy Quilt Investing

Today we revisit one of the most refreshing investment ideas we know: the randomness of near-term market returns. Pick a year, any year. If you’re ever tempted to guess how capital markets are going to fare in the year following, all you have to do is take a look at this crazy quilt c
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