Rising interest rates, higher inflation, increased market volatility and elevated geo-political headlines are dominating the financial news. Developing perspective on recent events is a key input for investors with a long-term approach to investing. In this video, Dimensional's Jake DeKinder and Mark Gochnour review major financial headlines in early 2022. RELATED READS 5-MIN READ Rising Above the Noise It's easy to get caught up in all the noise that's out there. Most of the … [Read more...] about A Look at 2022 Financial News Headlines
Russia's invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Dimensional's systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets. Read the full article, "Navigating Geopolitical Events," by Dimensional Funds Senior Investment Director and Vice President Karen Umland, HERE. DISCLOSURES The information … [Read more...] about Navigating Geopolitical Events
KEY TAKEAWAYS Soaring inflation and record market highs may leave investors wondering whether it's time to adjust their portfolios.Researchers have examined a wide range of timing strategies based on earnings, dividends, interest rates, economic growth, and more.A recent Morningstar report showed that investors may be better off steering clear of tactical asset allocation strategies and avoiding making short-term shifts among asset classes. Read the full article by DFA Vice President … [Read more...] about Is It Time to Sell Stocks?
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
KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing highs and ending the year near a record. While COVID-19 continued to dominate headlines, concerns also focused on inflation and its potential impact. Investors saw volatility in areas ranging from cryptocurrencies to so-called meme stocks, highlighting the importance of long-term planning and flexibility in a fast-moving market. Read Dimensional's full article, … [Read more...] about Market Review 2021: A Recovery Amid Challenges
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