Investment News

Given all the media attention surrounding the possibility of a recession, we thought we would share some facts as it relates to past recessions. Before the Covid recession of 2020, [...]

As of the close of market on June 13, 2022, the S&P 500 has receded to levels that were last seen in February 2021 which is officially a bear market [...]

A recent Morningstar report looked at fund managers that implement market timing strategies also known as Tactical Strategies. The report examined the results of two types of funds, each holding [...]

A cornerstone of Dimensional Funds research is the idea that there are higher expected returns within different asset classes also referred to as ‘Dimensions’ of return. For instance, it is [...]

Previously, we looked at research that showed mutual fund management largely underperforms the benchmark. But what about those famed investors that have consistently outperformed? Well, if you recall, most outperformers [...]

Previously, we highlighted research that concluded “portfolios with fewer stocks are more likely to underperform than portfolios with more stocks, because larger portfolios are more likely to include some of the [...]

Every year Dimensional funds analyzes the past performance of all available mutual funds to see how this group performs relative to their benchmark. Their findings have consistently shown that mutual fund [...]

We all know the saying “Don’t put all your eggs in one basket.” This idea is especially relevant when it comes to designing and implementing retirement portfolios. Why? Well, let’s [...]

If you were to Google ‘yield curve inversion’ you would find many recent articles written about what this means and the possible implications for future stock returns. Some of the [...]

To say that the news of today has grasped our attention, would be an understatement. The headlines have seemingly paralleled the 1970’s and understandably, prognosticators are trying to parse [...]