Following four straight quarters of positive returns, see how the market turned for large negative returns in the second quarter while bonds did quite well. In addition, read the quarterly topic on why predicting future interest rates and bond prices is no easier than picking stock prices.
After the major market movement of 2008 and 2009, the first quarter has been relatively uneventful, but finished up for the fourth straight quarter. Also, see how 2000-2009 has been called the lost decade for investors, however diversified investors were still able to capitalize.
Following the latest recession, see how Large Stocks ended the year up almost 26.5% and closing with a 6% gain in the 4th Quarter. In addition, see discussion on how the falling dollar actually is good for investors.
Educational Videos and Presentations:
This video takes a historical look at market volatility and gives some suggestions to long term investors that may help them cope with market volatility.
See how recent tax law changes may affect you and the steps to prepare yourself. Topics include: Roth IRA conversions, marginal income bracket increases, capital gain changes, and much more.
This short video contains the recent and upcoming benefits changes to the health care system. Also included is the increased taxes for high income earners. Watch and see how the reform will impact you.
A short flash file to see if you currently are a good candidate for Roth IRA Conversions and how the tax law is currently in place for 2010.
Congress has not made and action to reinstate the Estate Tax law that expired this year. Watch this video to see how you may be impacted.
A great starter video for the basic principles of academic investing, an approach referred to by popular media as passive investing.
This presentation discusses how investors may not be behaviorally wired to make prudent long-term investing decisions. See how knowledge and discipline may help to make wiser investment decisions.
Older Presentations:
I.O.U.S.A.: The Movie, Peter G. Peterson Foundation
Government Interventions and Stock Market Returns, Weston Wellington, Dimensional Fund Advisors, July 2009
Retirement, Risk and Return, David Booth, Dimensional Fund Advisors, June 2009
Recent Credit Markets - The Sequel, David Plecha and Bryce Skaff, Dimensional Fund Advisors, April 2009
What Should Investors Do Now?, Weston Wellington, Dimensional Fund Advisors, April 2009
Current Credit Markets, David Plecha and Bryce Skaff, Dimensional Fund Advisors, November 2008
Why You Stick Around In A Tough Market, David Booth, Dimensional Fund Advisors, November 2008
Is It Different This Time?, Weston Wellington, Dimensional Fund Advisors, September 2008
Nobel Thinkers: Theory, Practice, and Implementation, Dimensional Fund Advisors, July 2007
Dimensional Thinkers: Eugene F. Fama, Dimensional Fund Advisors, September 2003
Dimensional Thinkers: Kenneth R. French, Dimensional Fund Advisors, September 2003
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