Many Happy Returns

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...

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“I’m Shocked, I Tell You, Shocked!”

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...

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Happy 2024! We made it!!

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...

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A BALANCED LOOK AT STOCK BUYBACKS

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:...

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The Wisdom of Crowds vs. Popular Delusion

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...

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Making Investment Mistakes

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...

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