Feb 6, 2020 | Economy & Markets
2020 is a Presidential election year and things are heating up already. Often times, people ask if there are any changes that need to be made because of the election year. Please find some great data around market returns and election years. As you can see, our market...
Oct 24, 2019 | Economy & Markets
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest than others based on how their economies...
Oct 3, 2019 | Economy & Markets
There’s a misconception in the markets: value stocks have lost their vigor. Value stocks have underperformed growth stocks over the past decade. In the US, the annualized compound return has been 12.9% for value stocks, or those trading at a low price relative to...
Oct 3, 2019 | Active vs. Passive, Economy & Markets, Questions & Answers
For those of you who missed our event last evening with Weston Wellington, we thought we would take this opportunity to highlight several key points of the presentation. Weston Wellington is Vice President of Dimensional Fund Advisors, a 45-year veteran of the...
Sep 18, 2019 | Economy & Markets, Market Timing
The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings....
Apr 18, 2019 | Economy & Markets
Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. For many, this argument hinges on the premise that...
