Dimensional Reduces US Mutual Fund Management Fees

Published: February 20, 2020
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

Published: February 20, 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 M. Jones ...

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

Published: February 20, 2020
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

Published: February 20, 2020
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

Published: February 20, 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 ...

Quarterly Market Review – Q2 2019

Published: February 20, 2020
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 ...

Quarterly Market Review – Q1 2019

Published: February 20, 2020
By Christopher M. Jones, CFP® | April 4, 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 ...

Quarterly Market Review – Q4 2018

By Christopher M. Jones, CFP® | Published: January 7, 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 M. Jones is ...

Quarterly Market Review – Q3 2018

By Christopher M. Jones, CFP® | Published: October 4, 2018
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 M. Jones is ...

Where’s the Value?

By Christopher M. Jones, CFP® | Published: October 3, 2018
While never guaranteed, the value premium has historically had a greater chance of being positive the longer the time horizon observed. Periods of underperformance can happen, but a consistent approach ...