The Current Market Decline in Context

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Right when we began to think markets only move upwards, the pendulum reverses. Unless your personal goals have changed, stay the course according to your personal plan. It never hurts to repeat this steadfast advice during periodic market downturns. We understand that thinking about scary markets isn’t the same as experiencing them. Fear is a completely normal response when something like this happens. Acting on those emotions, though, can end up ...

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Nine Experts, Four Surprises, and One Million Dollar Bet

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Weston Wellington

Vice President   

Dimensional Fund Advisors

 

January 2018

DOWN TO THE WIRE

In 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we gear up for the new year, we can look at several examples during 2017 that provide perspective on what guidance investors may want to ...

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Cryptocurrency: Bubble or New Economy?

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Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin wants in.

Psychologists have assigned a term to the angst you might be feeling in the heat of the moment. It’s called “FoMO“ or Fear of Missing Out. Education is the best first step toward making informed financial ...

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Behavioral Biases – Part III

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We’re coming in for a landing on our alphabetic run-down of behavioral biases. We’ll wrap our series, the ABCs of Behavioral Biases, by repeating our initial premise: Your own behavioral biases are often the greatest threat to your financial well-being. Exhibit 1, attached, is a helpful summary of the biases we’ve covered throughout this series. Today, we’ll present the final line-up: ...

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Are You Prepared for the Next Market Correction?

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If you enjoy a good read, we recommend Warren Buffett’s annual Berkshire Hathaway shareholder letters, dating back to 1965. While financial reports are rarely the stuff from which dreams are made, Buffett’s way with words never ceases to impress. His most recent 2016 letter was no exception, including this powerful insight about market downturns:

“During such scary periods, you should never forget two things: First, widespread fear is your friend as an ...

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An Index Overview Part III: Index Investing – Opportunities and Obstacles

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Legend has it, a pharmacist named John Pemberton was searching for a headache cure when he tried blending Coca leaves with Cola nuts. Who knew his recipe was destined to become such a smashing success, even if Coca-Cola® never did become the medicine Pemberton had in mind?

In similar vein, when Charles Dow launched the Dow Jones Industrial Average (the Dow), his aim was to better assess stock prices and market trends, hoping ...

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Stock Market Index – Part I: Indices, Defined

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The Dow Jones Industrial Average topped 20,000 for the first time on January 25, 2017, but you probably already knew that as every media outlet went crazy reporting the “news”. But when a popular index like the Dow is on a tear, up or down, what does it really mean to you and your investments?

That’s the real question we need to ask ourselves.

In this multi-part series, we’re going to cover some of the ...

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Post Election Day Thoughts

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election-2016After last night’s “media surprise” whether you’re feeling elated, deflated or mostly just jaded about the Election we wanted to reach out to you with a few thoughts related to the “What’s next?”. To say the least, there are more than enough political analyses available from even a single Google search, so we won’t enter into that fray ourselves.

With respect to your investments, here’s a quick ...

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Structured CDs: Buyer Beware!

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structured-cd-pngMost investors are familiar with Certificates of Deposit (CDs). You purchase one, and the bank pays you a bit of interest on it, plus your principal back at the end of the term and they are FDIC insured. They don’t yield much, but they’re nearly as dependable as it gets. As such, CDs can often serve as sensible tools for offsetting the risk inherent to pursuing higher expected returns in the stock ...

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