Enhance Today | Enrich Tomorrow
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. The novel coronavirus…
Dimensional will reduce management fees across 33 equity mutual funds, representing a 15% reduction on an asset-weighted basis1 for the impacted funds. For a full list of the changes, please refer to the table below. The fee reduction will go…
Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad US market index had positive returns in 15 of the past 20 calendar years, despite some notable dips in many…
Dimensional Founder David Booth discusses the lessons from 2019 that investors can apply to 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at…
See below for a brief summary of recent global stock and bond returns. Please contact your Financial Symmetry team if you have any specific questions regarding your portfolio. Quarterly Market Summary Index Returns Past performance is not a guarantee of…
It’s hard to predict the best days in the markets, and the cost of missing them can be high. The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical…
Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn…
Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it’s common for a subset of stocks to drive a sizable portion of market returns. The…
“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]…
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529 plan to use. What constitutes a qualified educational expense? When…
