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 ...

Value Judgments: Viewing the Premium’s Performance Through History’s Lens

There’s a misconception in the markets: Value stocks have lost their vigor. But a dive into the data shows value’s recent performance has largely tracked with history. Growth, on the other hand, ...

A Tale of Two Decades: Lessons for Long‑Term Investors

Looking at the stock market over the past 20 years, you might think of Charles Dickens: It was the best of times—and the worst. But while the 2000s and 2010s have differed starkly in performance, collectively ...

Quarterly Market Review – Q3 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 ...

Quarterly Market Review – Q2 2019

By Christopher M. Jones, CFP® | July 5, 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 ...