KEY TAKEAWAYS Soaring inflation and record market highs may leave investors wondering whether it's time to adjust their portfolios.Researchers have examined a wide range of timing strategies based on earnings, dividends, interest rates, economic growth, and more.A recent Morningstar report showed that investors may be better off steering clear of tactical asset allocation strategies and avoiding making short-term shifts among asset classes. Read the full article by DFA Vice President … [Read more...] about Is It Time to Sell Stocks?
When should I expect my tax documents? Schwab 1099s and YE Summaries: Late January to Mid-February1099-Rs and YE GLRs have been received and uploaded to eMoneySome 1099 Composites have been received and uploaded to eMoneyMOST 1099s for taxable accounts (incl Trust accounts) have NOT been received by SWP at 2/17/2022Nationwide 1099-Rs: Mid-MarchMy529 1099-Qs: Available NowReceived and uploaded to eMoneyInventrust REIT 1099-DIVs: Available Now - FINAL YEARReceived and uploaded to … [Read more...] about SWP Client FAQ: Tax Relief TY2021
Dimensional has been a leader in small cap and value investing for decades. In a recent webcast, Co-CEO and CIO Gerard O'Reilly spoke of the benefits of patience in pursuing these premiums—a key aspect of Dimensional Investing. Watch key excerpts from the webcast series, "Value and Small Cap Investing: No Time Like the Present", HERE. LEARN MORE ONE-PAGER Swing in Small Value Stocks Shows Benefits of Staying the Course Small value stocks have outperformed over the long … [Read more...] about Value and Small Cap Investing: No Time Like the Present
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient's background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment … [Read more...] about History Shows That Stock Gains Can Add Up After Big Declines
KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing highs and ending the year near a record. While COVID-19 continued to dominate headlines, concerns also focused on inflation and its potential impact. Investors saw volatility in areas ranging from cryptocurrencies to so-called meme stocks, highlighting the importance of long-term planning and flexibility in a fast-moving market. Read Dimensional's full article, … [Read more...] about Market Review 2021: A Recovery Amid Challenges
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show. Read more in Dimensional's recent article, Why a Stock Peak Isn't a Cliff." ADDITIONAL MATERIALS ONE-PAGER Why a Stock Peak Isn't a Cliff Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show. DISCLOSURES The information … [Read more...] about Why a Stock Peak Isn’t a Cliff