Tech standouts are drawing attention for their perceived sway on stocks, but history undercuts that view. Read Dimensional Fund Advisor's article, "Large and In Charge? Giant Firms atop Market Is Nothing New.," HERE. Largest 10 US stocks at the start of each decade. 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 … [Read more...] about Large and In Charge? Giant Firms atop Market Is Nothing New.
Insights
Gerard O’Reilly on Why Value
Dimensional Co-CEO and Chief Investment Officer Gerard O'Reilly speaks on the performance of value stocks relative to growth stocks, addressing the theory and data supporting a value premium in these webcast highlights. If you stop believing in value, you stop believing in lots of what makes the world go 'round.- Gerard O'Reilly, Dimensional Fund Advisors Why Value? When Value Strikes Back … [Read more...] about Gerard O’Reilly on Why Value
David Booth on Dealing Thoughtfully with Uncertainty
Dimensional founder David Booth shares three simple strategies that investors can use to create a plan for tomorrow. … [Read more...] about David Booth on Dealing Thoughtfully with Uncertainty
Founder’s Message
May 2020 From the Desk of Paul Ohanian, CFP® It's hard to believe that we are more than 70 days into the crisis. From my desk, in real time, I've watched how this has affected my Main Street neighbors--independently-owned, small businesses just like mine. As Old Town has pivoted to re-open, my neighbors have championed in the face of adversity. Café Forté immediately refocused on take-out service, Galleries stayed closed but found creative ways to share art online through virtual … [Read more...] about Founder’s Message
Under the Macroscope: When Stocks and the Economy Diverge
How can investors make sense of the apparent disconnect between stock market performance and economic indicators? Read Dimensional Fund Advisor's article, "Under the Macroscope: When Stocks and the Economy Diverge," HERE. 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 … [Read more...] about Under the Macroscope: When Stocks and the Economy Diverge
Riding the Liquidity Wave
Surprised by recent stock market gains? Why did stocks rise over the past month despite grim economic news? The Federal Reserve's massive liquidity injection is one reason, according to Schwab experts Liz Ann Sonders, Jeffrey Kleintop and Kathy Jones. Read Schwab's latest article, "Market Perspective: Riding the Liquidity Wave" HERE. … [Read more...] about Riding the Liquidity Wave