You've lived through 90 days of alarming financial headlines and wild speculation of what's to come. Enjoy a few minutes of thoughtful reflection with our latest Quarterly Market Review. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Updated quarterly and always available on our Home Page. Click HERE to … [Read more...] about Q3 Market Review Posted
In knots over next month's election? You aren't alone. In a recent survey, fifty-two percent of American adults ~ Democrats and Republicans ~ admitted that the 2016 election is a "very or somewhat significant source of stress." Contributing to that stress is the steady stream of opinions from pundits and prognosticators about how the election will impact the stock market. Fortunately for your portfolio, opinions are not facts. Click HERE to de-stress with DFA's latest brief, "Presidential … [Read more...] about Presidential Elections and the Stock Market
Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right, including: The world's biggest economy, the US, has been recovering. Unemployment has halved in six years from 10% to 5%. (1) Over the last 25 years, 2 billion people globally have moved out of extreme poverty, according to the latest United Nations … [Read more...] about Ten Reasons to be Cheerful
It's a great big world out there. At Scottsdale Wealth Planning, we build well diversified, global portfolios as the cornerstone of our long-term wealth plans. And each spring when the latest Dimensional Funds Matrix Book is released, our commitment to this approach is further confirmed. In today's video, DFA VP Joel Hefner uses Matrix Book data to illustrate the importance of global diversification and discipline by comparing the historical performance of US and emerging markets stocks over … [Read more...] about Out of the Matrix: Part 2
There's an exciting buzz around the office whenever the new Dimensional Fund Matrix Books are delivered. The books themselves are beautiful: Page after page of mesmerizing returns data, large enough to share comfortably around a conference table. As we flip the pages, endless opportunities present themselves to discuss the benefits of global diversification and the value of balanced investment portfolios. Over the course of the next week, we'll be presenting a few of those discussions and … [Read more...] about Out of the Matrix: Part 1
Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent. These titles can be confusing because on the surface it is not clear whether these professionals are legally required to have a client's best interest in mind when making investment recommendations. Many investors may have read that the … [Read more...] about What Is Fiduciary Advice?