By Guest Author David Booth, Founder and Chairman, Dimensional Fund Advisors This past year had its share of financial uncertainty, from inflation and rising interest rates to volatile stock and bond markets. Headlines added to the unease, from the growth...
By Angela Wright, CFP If there’s a message to take from 2023 markets’ performance, it is this: Timeless wisdom best informs timely decisions. Here’s how Morgan Housel describes the same in his new book, “Same as Ever.” “The typical...
By Richard Del Monte, JD, CFP® KEY TAKEAWAYS After posting double-digit losses in 2022, stocks soared and bonds rebounded last year. Gains in the tech sector helped growth stocks outperform value stocks in the US, but the value...
It is both delightfully simple and genuinely compelling to be able to summarize the behavior of the equity markets, not only in the calendar year just ended but over the last two years. We can actually do it in...
Stock buybacks—i.e., a company repurchasing shares of its own stock—have been targets for praise and criticism through the years. So, which are they: good or evil? We agree with The Wall Street Journal columnist Jason Zweig, who once wrote:...
In a bit of a paradox, you’ll find the following two titles on our recommended reading list: The Wisdom of Crowds, James Surowiecki (2005) Memoirs of Extraordinary Popular Delusions and the Madness of Crowds, Charles Mackay (1852) So, which...
Maybe that adage about things turning on a dime should be adjusted for inflation along with everything else these days. Because, at least where the market is concerned, it seems every quarter can turn on you. As we reported...
Nobody wants to make investment mistakes. And yet, we’re human; mistakes happen. Here’s how to minimize the ones that matter the most, and make the most of the ones that remain. Bad Decisions vs. Bad Outcomes First, let’s define...
We are writing to provide you with an update on the disappointing news about the failure of three banks over the last several days, including Silicon Valley Bank. We’ll also provide you with some recommended steps you can take...