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Dimensional Fund Advisors

Getting to the Point of a Point

1,754
by Dimensional Fund Advisors
Wednesday, March 6, 2019

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” These types of headlines may make little sense to some investors, given that a ...Read More

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  • Dimensional Fund Advisors

    Deja Vu All Over Again

    1,738
    by Dimensional Fund Advisors — Tuesday, February 12, 2019

    Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial ...Read More

  • murray@ifa.com

    2018 Q4 Market Review

    2,723
    by Murray Coleman — Tuesday, February 5, 2019

    Emerging markets and global real estate stock indexes used in IFA portfolios outpaced U.S., developed international in ...Read More

  • Murray Coleman

    Too Few Investors Taking 'Big Picture' View: Study

    2,310
    by Murray Coleman — Monday, January 7, 2019

    How big of a difference can an objective set of professional eyes add to an investor's overall financial success outside of managing a portfolio? A new study takes a look at just that question. Instead of considering hypotheticals, however, this report goes directly to the ...Read More

  • Dimensional Fund Advisors

    Recent Market Volatility

    2,841
    by Dimensional Fund Advisors — Updated: Monday, December 24, 2018

    What should you make of recent ups and downs in the stock market? Here's helpful context on volatility and expected ...Read More

  • Murray Coleman

    2018 Q3 Market Review

    2,578
    by Murray Coleman — Wednesday, November 28, 2018

    With technology bellwethers Apple and Amazon becoming America's first companies with market capitalizations surpassing $1 trillion, blue chip domestic stocks turned in banner performances in 2018's third quarter. Robust economic growth and corporate profits overshadowed jitters ...Read More

  • Dimensional Fund Advisors

    Midterm Elections—What Do They Mean for Markets?

    1,952
    by Dimensional Fund Advisors — Monday, November 5, 2018

    It's almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on ...Read More

  • Jim Parker

    A Question of Equilibrium

    2,189
    by Jim Parker — Tuesday, October 30, 2018

    "Sellers were out in force on the market today after negative news on the economy." It's a common line in TV finance reports. But have you ever wondered who is buying if so many people are ...Read More

  • Murray Coleman and Mark Hebner

    False Diversification: Liquid Alts

    4,188
    by Murray Coleman and Mark Hebner — Monday, August 13, 2018

    Trying to take advantage of the benefits of diversification, purveyors of liquid alts are going wild. But don't believe all of the ...Read More

  • Murray Coleman

    Not All Fiduciaries are the Same

    7,618
    by Murray Coleman — Updated: Tuesday, August 7, 2018

    Advisors offering fiduciary services to 401(k) and 403(b) plans aren't all the same. In fact, they come in two distinct ...Read More

  • Murray Coleman

    A Vanishing Value Premium?

    14,021
    by Murray Coleman — Updated: Tuesday, July 31, 2018

    New research by DFA confronts head-on whether the value premium is fading. Analysts crunch 90 years worth of data to gain a better ...Read More

  • murray@ifa.com

    2018 Q2 Market Review

    2,964
    by Murray Coleman — Tuesday, July 17, 2018

    As global trade tensions rose, investors kept buying shares of domestic companies. But foreign stocks fell into the red for the quarter and ...Read More

  • Emerging Markets Step Ahead: Q1 Review

    2018 Q1 Market Review

    2,854
    by Murray Coleman — Thursday, May 3, 2018

    The power of portfolio diversification showed in the initial three months of 2018. While blue chip U.S. stocks took a step back, IFA's indexes tracking emerging markets surged ahead in the first ...Read More

  • murray@ifa.com

    Closet Indexers Face More Scrutiny

    2,816
    by Murray Coleman — Monday, April 30, 2018

    A group of 13 large active managers have agreed to suppy data about how closely funds track their indexes. Overall, closet indexers are expected to top $1.3 trillion in ...Read More

  • Mary Brunson

    Feeling Good About Your Fund Manager? Read and Heed the Fine Print

    2,903
    by Mary Brunson — Friday, March 30, 2018

    Each year, fund managers randomly land in one of four performance quartiles. And, every year, Standard and Poor's issues its annual Persistence Scorecard, tracking the past and subsequent performance of those managers. One of the uses of the study is to track how winning ...Read More

  • Tom Allen and Mark Hebner

    Great West: A Deeper Look at the Performance

    7,672
    by Mark Hebner and IFA Contributors — Thursday, March 22, 2018

    Great-West Financial is a subsidiary of Great-West Life, Co. (TSX: GWO), which itself is a subsidiary of Power Financial Corp. (TSX: POW) based out of Montreal, Quebec, Canada. Great-West Financial is the American market for Great-West Life, Co.’s, selling its investment, ...Read More

  • Brad Steiman

    Relying on Market Prices

    2,689
    by Brad Steiman — Tuesday, March 6, 2018

    To pique the interest of investors, the financial media often features stories about the hidden dangers in the market—and index funds have been a recurring topic lately. According to some stories, the rising popularity of indexing has distorted prices because fewer shares ...Read More

  • Mark Hebner

    Market Declines and Volatility

    3,117
    by Mark Hebner — Wednesday, February 14, 2018

    In light of all this market volatility over the last few days, we wanted to remind you of the benefits of being a buy and hold ...Read More

  • jackson

    Recent Market Volatility

    3,595
    by Dimensional Fund Advisors — Wednesday, February 7, 2018

    After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From February 1–5, the US market (as measured by the Russell 3000 Index) fell almost 6%, resulting in many ...Read More

  • Dimensional Fund Advisors

    New Year, New Market Highs

    2,942
    by Dimensional Fund Advisors — Monday, February 5, 2018

    Throughout 2017, the S&P 500 Index recorded 62 new closing highs in 251 days of trading. In the first three weeks of January 2018 alone, the index crossed 10 new record closing highs in 13 days of trading. With stock indices continuing to set new highs, does this mean ...Read More

  • Tom Allen and Mark Hebner

    Prudential Financial: A Deeper Look at the Performance

    9,092
    by Mark Hebner and IFA Contributors — Updated: Tuesday, January 30, 2018

    Prudential Financial is a Fortune 500 company based out of Newark, New Jersey. Traded on the New York Stock Exchange (NYSE: PRU), Prudential Financial employs over 49,000 people across 40 countries, offers insurance products, wealth management, fund management, and retirement ...Read More

  • jackson

    The Uncommon Average

    3,526
    by Dimensional Fund Advisors — Tuesday, January 23, 2018

    “I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” – David Booth The US stock market has delivered an average annual return of around 10% since 1926.[1] ...Read More

  • Dimensional Fund Advisors

    Home Bias and Global Diversification

    3,748
    by Dimensional Fund Advisors — Thursday, January 11, 2018

    By pursuing a globally diversified approach to investing, one doesn’t have to attempt to pick winners to achieve a rewarding investment experience. Every day we enjoy the benefits of an interconnected world. We might start our day with a cup of coffee that originated in ...Read More

  • Tom Allen and Mark Hebner

    Richard Thaler's Nobel Prize and Practical Implications for Investors

    4,546
    by Tom Allen and Mark Hebner — Tuesday, November 14, 2017

    Professor Richard Thaler from the University of Chicago received the 2017 Nobel Memorial Prize in Economic Sciences for his work in behavioral finance. This comes just four years after his colleague, Eugene Fama, received his Nobel Memorial Prize for his work on asset pricing ...Read More