There's a whole world of investing opportunity out there. Have you considered the potential effects of home country bias in your portfolio? Read the full article by MarketWatch's Brett Arends, "Opinion: The No. 1 investment mistake retirement savers are making: Vanguard study," HERE. DISCLOSURES Scottsdale Wealth Planning, Inc. ("SWP") is a registered investment adviser. Advisory services are only offered to clients or prospective clients where SWP and its representatives are … [Read more...] about Opinion: The No. 1 investment mistake retirement savers are making: Vanguard study
Market Review 2020: Looking Back on an Unprecedented Year
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. Read Dimensional's full article, "Market Review 2020: Looking Back on an Unprecedented Year," HERE. LEARN MORE SWP's Q4 2020 Market Review Slideshow SWP's Total Year 2020 Market Review Slideshow DISCLOSURES The information in this … [Read more...] about Market Review 2020: Looking Back on an Unprecedented Year
The Seductive Nature of Fat Tail Distributions
Featuring David Booth Executive Chairman and Founder of Dimensional Fund Advisors. DISCLOSURES Eugene Fama and Ken French are members of the Board of Directors of the general partner of, and provide consulting services to, Dimensional Fund Advisors LP. Named securities may be held in accounts managed by Dimensional. Dimensional makes no representation as to the suitability of any advisor, and we do not endorse, recommend, or guarantee the services of any advisor. All … [Read more...] about The Seductive Nature of Fat Tail Distributions
The Right Thing, Not the Easy Thing
It may be easy to find an investment strategy that looks great in hindsight. It's more important to find ways to add value going forward. Read Dimensional's research paper, "The Right Thing, Not the Easy Thing," HERE. LEARN MORE An Exceptional Value PremiumUntangling IntangiblesWhy Worry About Survivorship Bias? 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 … [Read more...] about The Right Thing, Not the Easy Thing
How Much Impact Does the President Have on Stocks?
The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. Click HERE to explore Dimensional's interactive exhibit to examine market and economic data for nearly 100 years of US presidential terms. Past performance is no guarantee of future results. Investing risks include loss of principal and fluctuating value. There is no guarantee an investment … [Read more...] about How Much Impact Does the President Have on Stocks?
Investing in FAANG Stocks: Should You Expect Unexpected Returns?
Over the 10 years from September 2010 to August 2020, a portfolio of the so-called FAANG stocks-Facebook, Amazon, Apple, Netflix, and Google's parent company, Alphabet-held in proportion to their market caps would have delivered an average annual return of 34.25% per year. That means on average, the value of the portfolio doubled about every 2.5 years. Given their great returns over the last 10 years, what is our best guess of how the FAANG stocks will do over the next decade? Read … [Read more...] about Investing in FAANG Stocks: Should You Expect Unexpected Returns?