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?
The Very Personal Business of You
September 2020 Founder's Message, from the Desk of Paul Ohanian, CFP® When I started in the financial business more than 30 years ago, I was committed to making a real impact on people's lives. Credentialed as a CPA then, I was eager to put my skills to use. Beginning to work with my high-net worth clients, it became clear their unique and sometimes complicated circumstances required a C-level advisor; a true Chief Financial Officer for the household, who understands the overall … [Read more...] about The Very Personal Business of You
You’re Invited! Value vs. Growth: Past, Present, and Future Webcast
Join us on Friday, September 18 at 11 AM MST for insights on current markets and long-term investing from Dimensional Fund Advisors. Dimensional's Mark Gochnour and Jake DeKinder offer a perspective on different market segment returns during 2020, including value and growth stocks, and give historical context to recent performance. They also discuss how past economic events have impacted the financial markets and highlight the importance of thinking long term to pursue expected … [Read more...] about You’re Invited! Value vs. Growth: Past, Present, and Future Webcast
Is the Stock Market Divorced From Reality?
This year's turmoil has inflicted hardships on some firms while presenting opportunities for others—and the stock market is behaving as we might expect. Read Dimensional's Weston Wellington's essay, "Is the Stock Market Divorces from Reality?," HERE. DISCLOSURES This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. Named securities may be held in accounts managed by Dimensional. The … [Read more...] about Is the Stock Market Divorced From Reality?
Ins and Outs of Emerging Markets Investing: Market Behavior and Evolution
Emerging markets are an important part of a well-diversified global equity portfolio. However, recent history reminds us that they can be volatile and can perform differently than developed markets. In THIS ARTICLE, Dimensional provides a longer historical perspective on the performance of emerging markets and the countries that constitute them. DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient's background … [Read more...] about Ins and Outs of Emerging Markets Investing: Market Behavior and Evolution