Client Letter – Q4 2019
During the past year, the best performing asset classes were U.S. large stocks and real estate. The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing ...
Blog
Dimensional Reduces US Mutual Fund Management Fees
Published: January 19, 2020Across Dimensional US Funds, there will be an average management fee reduction of 8% on an asset-weighted basis. Many of Dimensional’s most widely held funds, including the flagship Core, Value, and ...
Quarterly Market Review – Q4 2019
Published: January 19, 2020For an in-depth look at the world capital market performance and a timeline of events during the past quarter, here is our Quarterly Market Review: About Christopher M. Jones, CFP® Christopher M. Jones ...
THE RETIREMENT RULES ARE CHANGING
Published: January 19, 2020Congress recently passed, and the President recently signed, a bill called the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). This brings major changes to the retirement landscape ...
Client Letter – Q3 2019
Published: January 19, 2020During the past year, the best performing asset classes were real estate and fixed income (bonds). The following chart shows the 1-year, 10-year, and 20-year performance of many DFA funds (representing ...