Equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices, US and non-US developed markets outperformed emerging markets for the quarter.Value performance was mixed in the US, with small value outperforming small growth but large value underperforming large growth. Value underperformed growth in non-US developed markets and outperformed in emerging markets.Small caps underperformed large caps in the US and non-US developed markets but … [Read more...] about Q2 2021 Market Review
Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble
Dimensional Founder David Booth was featured in a Money Magazine Q&A addressing topics on investors' minds now, including Value stocks and Bitcoin. Read the full article HERE. LEARN MORE Tales from the Crypto: How to Think About Bitcoin Think Investing Is a Game? Stop. Gauging Market Expectations? DISCLOSURES Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. This information is provided for … [Read more...] about Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble
Opinion: The No. 1 investment mistake retirement savers are making: Vanguard study
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
What Happens When You Fail at Market Timing
From Dimensional Fund Advisors The impact of missing just a few of the market's best days can be profound, as this look at a hypothetical investment in the stocks that make up the S&P 500 Index shows. A hypothetical $1,000 turns into $138,908 from 1970 through the end of August 2019. Miss the S&P 500's five best days and that's $90,171. Miss the 25 best days and the return dwindles to $32,763. There's no proven way to time the market—targeting the best days or moving to the … [Read more...] about What Happens When You Fail at Market Timing
How Markets Work and the FAANG Mentality
The stocks commonly referred to by the FAANG moniker—Facebook, Amazon, Apple, Netflix, and Google (now trading as Alphabet)—have posted impressive gains through the years, with all now worth many times their initial-public-offering prices. The notion of FAANG stocks as a powerful group holding sway over the markets has sunk its teeth into some investors. But how much of the market's recent returns are attributable to FAANG stocks? And does their performance point to a change in the … [Read more...] about How Markets Work and the FAANG Mentality