Dimensional Fund Adivsors, Investing

Article by Dimensional Fund Advisors: Outside the Flags – The Curve Ball

September 2014 The Curve Ball By Jim Parker Vice President DFA Australia Limited “There’s a school of thought that says the best way to manage a fixed income portfolio is to base your investment decisions on where you think interest rates are headed. But what if expectations are
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Dimensional Fund Adivsors, Investing

Article by Dimensional Fund Advisors: Down To The Wire – CAPE Fear: Valuation Ratios and Market Timing

September 2014 Down To The Wire – CAPE Fear: Valuation Ratios and Market Timing By Weston Wellington Vice President Dimensional Fund Advisors “As broad market indices such as the S&P 500 have set new record highs in recent weeks, many investors have become apprehensiv
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Dimensional Fund Adivsors, Investing

Article by Dimensional Fund Advisors: Over the Hedge

August 2014 Over the Hedge By Jim Parker Vice President DFA Australia Limited “A recent press article said that with major risk assets looking “fully valued,” it was time to seek out alternative investments such as hedge funds. But those thinking of making that shift might want
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Dimensional Fund Adivsors

Article by Dimensional Fund Advisors: The Certainty Principle

June 2014 The Certainty Principle By Jim Parker Vice President DFA Australia Limited “A frequent complaint from would-be investors is that “uncertainty” is what keeps them out of the financial markets. “I’ll stay in cash until the direction becomes clearer,” they will say. So wh
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Dimensional Fund Adivsors, Investing

Article by Dimensional Fund Advisors: Outside The Flags – Connecting the Dots

April 2014 Connecting the Dots By Jim Parker Vice President DFA Australia Limited “Human beings love stories. But this innate tendency can lead us to imagine connections between events where none really exist. For financial journalists, this is a virtual job requirement. For inv
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Our 2013 “Seinfeld” Markets

Our 2013 “Seinfeld” Markets

We can’t help but love working with a fund manager that is not only intensely loyal to the science of capital markets, but can laugh about it too. These qualities are combined in Dimensional Fund Advisors’ 2013 Review, a market/economic summary that the firm releases each January. Whi
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Dimensional Fund Adivsors, Investing

Article by Dimensional Fund Advisors: Down To The Wire – No Selloff in 2013

January 2014 Surprise! No Selloff in 2013 By Weston Wellington Vice President Dimensional Fund Advisors The unusually strong performance of US stocks in 2013 was a welcome surprise for investors who are following a simple buy-and-hold strategy and a source of exasperation for many pro
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Rising Tax Rates May Not Sink the Roth Conversion

Rising Tax Rates May Not Sink the Roth Conversion

By Guest Author: Robert C. Lickwar, CPA, MST In recent years, we have enjoyed a variety of strategies for advantageously converting traditional IRAs into Roth IRAs. With tax rates now steeply on the rise on a number of fronts, many taxpayers may think that the conversion boat has alre
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Feel-Good Holiday Gift-Giving (Hint: It’s Not About the Stuff)

Feel-Good Holiday Gift-Giving (Hint: It’s Not About the Stuff)

What are your Thanksgiving Day plans? Do they include herding up outside of the nearest Kmart at 6 a.m. to shop ’til you drop? Good golly, we hope not! If so, please call us promptly, so we can talk you down off the ledge. That said, heartfelt giving has countless benefits for “angel”
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Dimensional Fund Advisors: Questioning Authority Since 1981

Dimensional Fund Advisors: Questioning Authority Since 1981

Remember those “Question Authority” buttons from the late ’70s and early ’80s? Admit it: You may even have one stashed in a drawer somewhere. The era also sprouted a new kind of authority-questioning mutual fund company. Since its founding in 1981, Dimensional Fund Advisors has been e
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