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Some Reflection…and Some Humor

December 22, 2020Well, that was a year to remember. Or to forget. To find perspective. To find purpose. It was a year to say goodbye. Or to say “I love you” once again. To find hope. To make it count. It was a year to grow stronger. To unite. To sacrifice. To fight together. It was a year that reminded us what’s important in life. Let’s never forget it. Here’s to a much brighter 2021! John, Bill, Mark & Melanie

How Much Impact Does the President Have on Stocks?

November 2, 2020   

Frequently “Oaked” Questions

October 14, 2020You Asked, So We’ll Answer   FOQ: What are these “fang” stocks? Short: It’s “FAANGM” these days…Facebook, Apple, Amazon, Netflix, Google and Microsoft. Long: The media loves a nickname, and so this group of the premier tech companies in the U.S. now has one. It was originally just “FANG” (coined by Jim “Mad Money” Cramer, with no Apple or Microsoft), but an extra “A” was an easy addition to honor the world’s largest company. Apologies to Microsoft, but an “M” just doesn’t quite fit anywhere. Yet, it’s size and influence demanded inclusion too. So you’ll see “FAANGM” all over CNBC ... Read More

Is All This Volatility Normal?

September 22, 2020The short answer: yes. But let’s add some perspective. You may read a lot about volatility – or how much the market goes up and down – being the “new normal”. Covid surely isn’t helping any. But this “new normal” is simply normal. Volatility has been an integral part of the investing experience since the very beginning. As a perceived risk, it’s one of the reasons stocks have produced, and are expected to produce, higher returns than less volatile assets like bonds and cash. Risk equals reward, as they say.      Over the years, we’ve had it better, we’ve had ... 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.