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
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. 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
Big Thoughts on Small Cap Value
A recent call with Royce Investment Partners(1) prompted Paul Ohanian, CFP® and the Scottsdale Wealth Planning Investment Committee to explore the potential of the small-cap value sector in today's markets. These are our thoughts at this time: Small-cap value stocks have performed well since Q4 2020, and this trend could persist as the global economy reopens and recovery continues.(2)Historically, this asset class's returns have been impressive during periods of expansion when credit spreads … [Read more...] about Big Thoughts on Small Cap Value
2021 Hot Topics: Inflation, Crypto, and Market Highs Webcast
FRIDAY, SEPTEMBER 10, 20218:30 AM AZ/ 10:30 AM CT Complimentary Online Public Presentation Dimensional's Jake DeKinder and Mark Gochnour explore three topics dominating the financial news in 2021. Join Jake DeKinder and Mark Gochnour for a conversation on topics that have captured investor interest this year. During the webcast, they will discuss the rise of cryptocurrencies around the globe. They also will offer a long-term perspective on recent stock market activity and discuss … [Read more...] about 2021 Hot Topics: Inflation, Crypto, and Market Highs Webcast
Q2 2021 Market Review
Equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices, US and non-US developed markets outperformed emerging markets for the quarter.Value performance was mixed in the US, with small value outperforming small growth but large value underperforming large growth. Value underperformed growth in non-US developed markets and outperformed in emerging markets.Small caps underperformed large caps in the US and non-US developed markets but … [Read more...] about Q2 2021 Market Review
Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble
Dimensional Founder David Booth was featured in a Money Magazine Q&A addressing topics on investors' minds now, including Value stocks and Bitcoin. Read the full article HERE. LEARN MORE Tales from the Crypto: How to Think About Bitcoin Think Investing Is a Game? Stop. Gauging Market Expectations? DISCLOSURES Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. This information is provided for … [Read more...] about Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble