Since the beginning of the COVID pandemic, David Booth's beliefs in markets have been tested more than ever. And they've held up. The Executive Chairman and Founder of Dimensional Fund Advisors shares his perspective in, "Why I'll Always Be Optimistic About the Market." Rather than having to guess what will happen to whom and when, I choose a different path. I invest in the market.David Booth, Executive Chairman and Founder of Dimensional Fund Advisors Read the full article from … [Read more...] about Why I’ll Always Be Optimistic About the Market
Big Thoughts on Small Cap Value
A recent call with Royce Investment Partners(1) prompted Paul Ohanian, CFP® and the Scottsdale Wealth Planning Investment Committee to explore the potential of the small-cap value sector in today's markets. These are our thoughts at this time: Small-cap value stocks have performed well since Q4 2020, and this trend could persist as the global economy reopens and recovery continues.(2)Historically, this asset class's returns have been impressive during periods of expansion when credit spreads … [Read more...] about Big Thoughts on Small Cap Value
Key Questions for Long-Term Investors
Whether you've been investing for decades or are just getting started, at some point on your investment journey you'll likely ask yourself some of these questions: 1. What sort of competition do I face as an investor? 2. What are my chances of picking an investment fund that survives and outperforms? 3. If I choose a fund because of strong past performance, does that mean it will do well in the future? 4. Do I have to outsmart the market to be a successful investor? … [Read more...] about Key Questions for Long-Term Investors
Myth-Busting with Momentum: How to Pursue the Premium
Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Read the latest research paper, "Myth-Busting with Momentum: How to Pursue the Premium" by Dimensional Head of Investment Strategist and Vice President Wes Crill, PhD, HERE. FOOTNOTES Narasimhan Jegadeesh and Sheridan Titman, "Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency," Journal of Finance 48, no. 1 (1993).Stock price … [Read more...] about Myth-Busting with Momentum: How to Pursue the Premium
10 Obstacles to Investing—and How to Overcome Them
Even though the investment principles we run on are simple, they aren't always easy to understand and accept. Many people struggle with some of the basic concepts behind long-term, highly diversified investing—it's a matter of human nature."David Booth, Executive Chairman and Founder of Dimensional Fund Advisors Read the full article by Dimensional Executive Chairman and Founder David Booth, "10 Obstacles to Investing—and How to Overcome Them" HERE. ARTICLE … [Read more...] about 10 Obstacles to Investing—and How to Overcome Them
The Surprising Dividends of Transformed Investing
Executive Producer of the CBS comedy "United States of Al" and Dimensional consultant David Goetsch shares his thoughts on investments and investing in, "The Surprising Dividends of Transformed Investing." Uncertainty can pull you under the water, or you can choose to ride its wave. Most of us will experience both. Human beings are subject to more uncertainty than we'd like. But the sooner I accepted this truth, the sooner I found a way to hold my breath when I was underwater and smile when … [Read more...] about The Surprising Dividends of Transformed Investing