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Dimensional Fund Advisors

Presidential Elections and the Stock Market

5,736
by Murray Coleman
Updated: Wednesday, August 5, 2020

One thing is for certain: A steady stream of pundits keep trying to predict the impact on ...Read More

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  • murray@ifa.com

    2020 Q2 Market Review [VIDEO]

    387
    by Murray Coleman — Wednesday, July 29, 2020

    Stocks staged a dramatic second quarter reversal, highlighting the need for investors to remain ...Read More

  • murray@ifa.com

    Putting 'Fiduciary' into Retirement Planning

    2,801
    by Murray Coleman — Updated: Tuesday, July 7, 2020

    The U.S. retirement plan marketplace keeps evolving. Just ask Shareen Balkey, who sees such changes in 401(k) plans and the like as boosting the need for true fiduciaries to help both plan participants and ...Read More

  • IFA Contributors

    Where are the Customers' Yachts? A Good Hard Look at Wall Street

    48,999
    by Mark Hebner — Updated: Friday, June 26, 2020

    Once in the dear dead days beyond recall, an out-of-town visitor was being shown the wonders of the New York financial district. When the party arrived at the Battery, one of his guides indicated some handsome ships riding at anchor. He said, “Look, those are the ...Read More

  • Murray Coleman

    Bad Brokers

    3,262
    by Murray Coleman — Updated: Wednesday, June 17, 2020

    The list of misdeeds involves brokers from Merrill Lynch, Morgan Stanley, JPMorgan Chase and ...Read More

  • Murray Coleman

    Diary of a 'Reformed' Journalist

    4,422
    by Murray Coleman — Updated: Thursday, May 21, 2020

    I was trained as a journalist to approach any type of speculative claim with a high degree of skepticism. But it took years of sifting through a wealth of academic research and market evidence for me to finally make a career change. In all honesty, it's just become too apparent ...Read More

  • Robin Powell

    Francis Galton and the Iron Rule of Markets

    4,376
    by Robin Powell — Updated: Friday, May 15, 2020

    “Reversion to the mean,” Jack Bogle once said, “is the iron rule of financial markets.” And if you understand nothing else about how investing works, grasping this one simple concept will give you a better chance of succeeding at it than supposedly more ...Read More

  • murray@ifa.com

    Q1 2020 Market Review [VIDEO]

    888
    by Murray Coleman — Tuesday, May 5, 2020

     In the first quarter of 2020, investors were reminded of the importance of understanding how markets really ...Read More

  • Jim Parker

    Sailing with the Tides

    2,608
    by Jim Parker — Updated: Thursday, April 30, 2020

    Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many ...Read More

  • murray@ifa.com

    Fear, Greed and Knowledge

    965
    by Mark Hebner and Murray Coleman — Wednesday, April 8, 2020

    It might not seem intuitive, but this graph shows valuable discipline is when markets ...Read More

  • Robin Powell

    The Wisdom of the Crowds: What Do You Know that Millions Don't?

    3,480
    by Robin Powell — Updated: Monday, February 17, 2020

    Imagine you’re at a village fête, and you decide to have a go at guessing the number of jelly beans in a jar. How confident would you be of guessing exactly right or, say within one or two of the actual number? Chances are, it’s a bit of a long ...Read More

  • Mark Hebner

    Time for the Fire Drill

    7,173
    by Mark Hebner — Updated: Monday, February 10, 2020

    Most of us remember the days at school when we had our routine fire drill. The fire alarms around the school would ring, we would all calmly and collectedly stand up, form a line, and walk out of the school to a safe place. While I am sure many ...Read More

  • Tom Allen and Mark Hebner

    T. Rowe Price: A Deeper Look at the Performance

    31,989
    by Mark Hebner and IFA Contributors — Updated: Monday, February 10, 2020

    T. Rowe Price has clearly stated their value proposition to their investors. But what exactly is that value and, more importantly, who is receiving the bulk of that ...Read More

  • murray@ifa.com

    2019 Q4 Review [VIDEO]

    1,105
    by Murray Coleman — Tuesday, January 28, 2020

     In the final quarter of 2019, investors were reminded of the importance of understanding how markets really ...Read More

  • Mark Hebner

    Standard Deviation

    28,386
    by Mark Hebner and Murray Coleman — Updated: Monday, January 13, 2020

    In the field of finance, standard deviation represents the risk associated with a security or the risk of a portfolio of ...Read More

  • Murray Coleman

    Invesco: A Deeper Look At the Performance

    21,948
    by Murray Coleman — Updated: Monday, December 23, 2019

    To many investors, Atlanta-based Invesco Ltd. is an investment management conglomerate with a history of acquisitions and multi-asset platforms that spans the globe. With more than $1.18 trillion in assets under management, it's involved in everything from mutual ...Read More

  • Mark Hebner and Murray Coleman

    Eugene Fama: One of A Kind

    18,421
    by Mark Hebner and Murray Coleman — Updated: Thursday, December 19, 2019

    Academics are a hallmark of the investment strategy that we recommend to our clients. While there are plenty of sales pitches professing some sort of new or “hot” idea on how to get rich quick, we rely on peer-reviewed academic research to guide the decisions that we ...Read More