How Do We and How Should We Set Goals for Ourselves and Others?
We explore why taking a rigid approach versus a flexible approach is more effective when planning, pursuing and attaining goals.
Where the U.S. Dollar Stands as a Reserve Currency
Despite claims to the contrary, we find there’s scant evidence of any currency having gained meaningful ground on the dollar as a preferred reserve currency or on broader measures of usage.
First Quarter 2023 – Quarterly Market Review
OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: When Headlines Worry You, Bank on Investment Principles CONTINUE READING
Take It to the Bank
We break down the role that banks play in our economy and show how recent bank failures impacted market volatility.
The Herd Mentality That Drives Bank Runs
We unpack Silicon Valley Bank’s descent to insolvency and federal officials’ decision to extend deposit insurance to depositors whose accounts exceeded FDIC’s general limit of $250,000.
What You Might Not Know About Asset Class Returns
Asset classes, like small-cap value or large-cap growth, don’t have one, absolute definition. They same label can represent different methodologies with sizable differences in outcomes, highlighting the importance of looking beyond a name.
Are Americans Too Pessimistic About the Economy?
Professor Kuhnen believes people may be overreacting to the current news cycle with their pessimism about how the economy is doing. Find out why.
Sector Flip-Flop
While it might be tempting to chase top-performing sectors, we demonstrate why in a broadly diversified portfolio, every sector doesn’t have to increase in value over any period to earn a positive return over the long term.
Understanding the Behavioral Advantage and Trade-Offs of Bucket Portfolios
We unpack the pros and cons of typical three-bucket portfolios, including the potential behavioral benefit and costs.
People Have Memories. Markets Don’t.
THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE. One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even remember what happened a minute ago. Prices change based on what’s happening right now and what people think will …
