bull market

3 Things: Bull Markets, Investing Internationally, and Summer Jobs

No, we are not in a 9-year-old bull market 1. Currently some clients, and pundits, are voicing concerns about the longevity of the current bull market. In the September 2017 article “No, This Is Not the Second Longest Bull Market Ever”, Barry Ritholtz and Michael Batnick laid out the
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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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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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crazy quilt chart 2017

The Crazy Quilt Chart | Updated with 2017 Asset Class Returns

The Quilt That Keeps on Covering a Diversified Investor What a difference a year sometimes DOESN’T make. For several years now, we’ve been tracking the annually updated random returns that comprise what is known as “the crazy quilt chart.” Here are this year’s results: The Crazy Quilt
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the price of financial illiteracy

3 Things: The Price of Financial Illiteracy

The price of financial illiteracy is steep In Magna Cum Lousy, Tony Isola laments that we are failing our children by not educating them about personal finance. “Imagine: you give a teenager access to car keys when they have never driven a car or taken Driver’s Education.  You simply
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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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