Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience. Click HERE to read "E+R=O, a Formula for Success", Dimensional Vice President David Jones's latest piece in his Front Foot Advisor series. … [Read more...] about E+R=O, a Formula for Success
Investors can express their sustainability preferences through participation in global capital markets. Growing interest in the impact of fossil fuels on the global climate may spark questions about whether individuals can integrate their values around sustainability with their investment goals and, if so, how. As citizens, individuals can express their political preferences around sustainability through the ballot box. As investors, they also can express their preferences through participation … [Read more...] about Doing Well and Doing Good?
Embarking on a financial plan is like sailing around the world. The voyage won't always go to plan, and there'll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. Click HERE to read "Sailing with the Tides", Dimensional Vice President Jim Parker's latest piece in his Outside the Flags series. … [Read more...] about Sailing with the Tides
Markets have been up and down this year, which can be hard for many investors to live with. During periods like these, hearing stories about how other people deal with uncertainty can be helpful. Meet Dave Goetsch, an executive producer of The Big Bang Theory. Even though he and the other writers on the show make common sense out of complicated science for a living, Dave used to respond to market fluctuations with panic rather than logic. But his point of view changed fundamentally when he … [Read more...] about A Transformed Investor’s View of Market Uncertainty
Jake DeKinder, Head of Advisor Communication at Dimensional Fund Advisors, explains why investors should view recent market declines as part of the nature of investing. … [Read more...] about Dimensional On: Recent Market Volatility
While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing. After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From February 1-5, the US market (as measured by the Russell 3000 Index) fell almost 6%, resulting in many investors wondering what the future holds and if they should make changes to … [Read more...] about Recent Market Volatility