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
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. 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
Missing the Market’s Best Days
The impact of missing just a few of the market's best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index. LEARN MORE ONE-PAGER The Cost of Trying to Time the Market The impact of missing just a few of the market's best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows. … [Read more...] about Missing the Market’s Best Days
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
2021 Hot Topics: Inflation, Crypto, and Market Highs Webcast
FRIDAY, SEPTEMBER 10, 20218:30 AM AZ/ 10:30 AM CT Complimentary Online Public Presentation Dimensional's Jake DeKinder and Mark Gochnour explore three topics dominating the financial news in 2021. Join Jake DeKinder and Mark Gochnour for a conversation on topics that have captured investor interest this year. During the webcast, they will discuss the rise of cryptocurrencies around the globe. They also will offer a long-term perspective on recent stock market activity and discuss … [Read more...] about 2021 Hot Topics: Inflation, Crypto, and Market Highs Webcast