Quarterly Market Review – Q4 2020

For 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 ...

Quarterly Market Review – Q3 2020

For 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 ...

Think Twice Before Chasing the Biggest Stocks (such as FAANG)

It’s very tempting to see the returns on the FAANG stocks—Facebook, Amazon, Apple, Netflix, and Alphabet (Google’s parent company)—and to want to replicate their success in your own portfolio.  ...

Value vs. Growth: Past, Present, and Future

Dimensional’s Mark Gochnour and Jake DeKinder offer a perspective on the 2020 financial markets and give historical context to the recent performance of value and growth stocks, as well as other segments. ...

Quarterly Market Review – Q2 2020

For 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 ...

Quarterly Market Review – Q1 2020

For 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 ...

Do Downturns Lead to Down Years?

Stock market slides may lead investors to anticipate a down year. But a broad market index had positive returns in 15 of the past 20 calendar years, despite some notable dips in many of those years.               ...

Perspective on Recent Market Volatility

Dimensional Fund Advisors had a great webcast on March 16, 2020. Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, discussed recent volatility in financial ...

Dimensional Reduces US Mutual Fund Management Fees

Across 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

For 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 ...