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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Election Day

What Sheri’s Reading: Election Day Edition

If you lived in a place with an election yesterday I hope you exercised your right to vote. Here’s why. Tax Nerd Stuff: On Monday, November 2nd, 2017 the House Republican leaders released the “Tax Cuts & Jobs Act” tax bill. We at SageBroadview are reviewing the proposal with
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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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Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: Getting What You Don’t Pay For

        JULY,  2017 Getting What You Don’t Pay For Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. TO READ MORE: OPEN PDF A
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Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: Quit Monkeying Around!

AUGUST,  2017 Quit Monkeying Around! In the world of investment management there is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio c
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Quarterly Market Review

Dimensional’s Quarterly Market Review (Q2 2017)

Second Quarter Market Review: A Sea of Green If memory serves, it’s been a while since every market on Dimensional’s Quarterly Market Review summary page is depicted by a green arrow of positive returns. As diversification would have it, there’s usually at least one red one in the mix
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Savings Bond Tips in a Tech-Savvy World

If there’s an investment instrument that has withstood the test of time, it’s the good, old U.S. savings bond. Since their 1935 debut under “New Deal” President Franklin D. Roosevelt, they’ve never been known for their get-rich glamour. But to this day, investors still turn to them wh
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crazy quilt

Continued Comfort from “the Crazy Quilt Chart”

We all have our symbolic security blankets, right? Mine is Madeleine L’Engle’s “Wrinkle in Time.” I first read it when I was a young adult, shortly after it became a Newbery Medal winner and I was still the book’s target audience. It was such a bull’s eye that I continue to revisit it
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Market Quarterly

Dimensional’s Quarterly Market Review (Q1 2017)

SageBroadview Quarterly Market Review: Q1 2017 Wherever You Go, Go Diversified We’ve got two comments inspired by Dimensional’s first quarter 2017 market review. Both of them lead to the same, sage solution: global diversification remains an investor’s best friend. First, let’s talk a
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