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Do Downturns Lead to Down Years?

May 29, 2021See for yourself… US Market is represented by the Russell 3000 Index There’s always a drop coming. We don’t know when or by how much. But it’s coming…just like the next Tom Brady Super Bowl victory. What’s more important is the overall effect on our behavior of these yearly drops. Many people get spooked and sell, understandably. It can be scary. But it shouldn’t be surprising. What may be surprising is the resiliency. Every year, a drop. Yet 16 out of 20 led to a positive return for the year. Would you have guessed that? Drops are short term. Resiliency ... Read More

Patience in Investing: 2021 Update

April 15, 2021The market is strange, isn’t it? Covid hits. The human toll is heart-breaking. The economic toll is gut-wrenching. And then there’s the market. A dramatic fall beginning on February 20th of last year in response to the pandemic screeched to a halt just a month later, bottoming out on March 23rd. We haven’t looked back since, rocketing past pre-Covid levels to all new highs. At the bottom, nothing was yet better in the world, and it seemed like it never would be. Nonetheless, up went the market. Did you stay put? This is the 5th edition of this chart, and ... Read More

Frequently “Oaked” Questions

March 2, 2021You Asked, So We’ll Answer   FOQ:  Why do I keep hearing about “SPACs”? Short: When celebrities like Shaquille O’Neill and Serena Williams get involved in an investment, it makes headlines. Long: It’s a new craze that’s getting a lot of attention. They were invented in the ‘90s, but recently, this happened: FOQ: So what is a SPAC? Short: Special Purpose Acquisition Company Long: They are “blank check” companies with no operating history, where the founders raise money from investors with the hope of one day finding another company to buy with that money. If a traditional IPO is a ... Read More

Frequently “Oaked” Questions

January 30, 2021You Asked, So We’ll Answer   FOQ: What’s going on with GameStop stock? Short: It’s a frenzied mania. Long: For a moment, it seemed that GameStop’s stock just couldn’t be stopped, despite the fact that the company has seen five new CEOs since 2017, was on the brink of bankruptcy earlier this year when its stock hit a low of $2.57 in April 2020, and has seen profits steadily decline over recent years. GameStop shares closed Friday (1/22) at $65.01 and proceeded to jump to $144.47 by mid-morning Monday (1/25). It was the single most traded name in the U.S. ... Read More

The Holy Grail

The Holy Grail is understanding what determines expected return. Leveraging quality proven data is key.

A Foundation Built on Great Ideas

Many of the greatest advancements in finance have come from academic research. Dimensional Fund Advisors is a pioneer in translating those discoveries into practical investment solutions for clients.