THIS ARTICLE IS FROM DIMENSIONAL ADVISORS. READ THE ORIGINAL ARTICLE HERE. Itโs almost Election Day in the US once again. While the outcome may be uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the days surrounding the vote. In financial circles, this will inevitably include discussion […]
Presidential Elections: What Do They Mean for Markets Read More ยป
The market continues to reach new highs although many stocks in the S&P 500 are still below their previous highs. For example, as of this writing, 40% of S&P 500 stocks are 20% below their highs. The market is reaching new highs on just a handful of stocks; including Microsoft, Facebook, and Amazon, etc. In
Elections and the Stock Market Read More ยป
THIS ARTICLE ORIGINALLY APPEARED ON DIMENSIONAL.COM. PLEASE CLICK HERE TO READ THE ORIGINAL ARTICLE. Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested upfront, DCA spreads out investment contributions using installments over time. The appeal of DCA is
Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging Read More ยป
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad times. From 1926 through March 31, 2020, the S&P 500 Index experienced 17 bear markets or a fall of at least 20% from a previous peak. The declines ranged from โ21% to โ80%
Bulls, Bears, and Long-Term Benefits of Stock Investing Read More ยป
Today marked a 7.6% rise in the market, as the Dow rallied over 1500 points! While this is certainly nice to see, we still may continue to see some additional volatility in our portfolios. Staying invested during bear markets can have a long-term positive impact. The video clip below illustrates how difficult it is to
The Stock Market is Rallying Today, but Blue Skies aren’t Quite Certain Yet Read More ยป
DIMENSIONAL FOUNDER DAVID BOOTH DISCUSSES THE LESSONS FROM 2019 THAT INVESTORS CAN APPLY TO 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at last yearโs performance to draw conclusions they can use to predict what markets will do
The Market Has No Memory Read More ยป
INVESTMENT FADS ARE NOTHING NEW. WHEN SELECTING STRATEGIES FOR THEIR PORTFOLIOS, INVESTORS ARE OFTEN TEMPTED TO SEEK OUT THE LATEST AND GREATEST INVESTMENT OPPORTUNITIES. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different
Dรฉjร Vu All Over Again Read More ยป
If you are a high-income earning professional, you may need to take additional steps to ensure you are saving enough for retirement. Many investors find that maximizing their company retirement plans may not be enough. You want to make sure you are saving enough in your income-earning years to maintain a similar lifestyle in retirement.
Saving for Retirement as a High-Income Earner Read More ยป
As an investment advisor and partner to our clients, it is our responsibility to put stock market and investment news in proper perspective. While the media is reporting daily on market fluctuations and speculating on what might happen in the short term, it is our duty to help guide you through the โnoiseโ and stay
Bulls and Bears, Trade and the Fed: Advice for the Head Scratchers Read More ยป
The clients we encounter and develop relationships with come from all walks of life. Each personโs story is different. As is the case with all things, not everything is as it seems from a distance. This is an important thing to be cognizant of, especially as financial advisors and planners because it is our job
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