Do Accruals Adjustments Help Capture the Profitability Premium
Rigorous research on what drives stock and bond returns has been part of Dimensional’s DNA since day one. A profound understanding of what drives differences in expected returns allows us to provide our clients with robust, value-added investment solutions that pursue higher expected returns in a systematic and cost-efficient manner. Dimensional’s work on the profitability […]
12 Best Financial Advisors & Wealth Management Firms in Chicago, IL | 2020 Ranking
TPC is pleased to be included in Advisory HQ’s 2020 top 12 list of top financial advisors in Chicago, Illinois. TPC earned a 5-star rating as one of the best firms in Chicago to consider partnering with. You can read more from our financial advisors here.
Quarterly Market Review – 2nd Qtr 2020
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The Planning Center, is a fee-only financial planning and wealth management firm. Email us at clientservices@theplanningcenter.com.
Dimensional Investing in an Active ETF Structure
Dimensional recently announced plans to add to our investment offering by launching three new actively managed exchange traded funds (ETFs) that will offer broadly diversified, all cap core exposure to US, non-US developed, and emerging markets. The new ETFs, planned for later this year, will be managed in accordance with the same investment philosophy, research, […]
Large and In Charge? Giant Firms atop Market Is Nothing New
A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, dominated by Apple and the other FAANG stocks,1 but it is actually a reference to 1967, when IBM represented […]
Under the Macroscope: When Stocks and the Economy Diverge
Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? You’re not alone. The last few weeks have produced many examples of a stark contrast between stock market performance and economic indicators. So why the apparent disconnect? Markets are […]
How To Embrace Meaningful Virtual Meetings with TPC
by The Planning Center New Orleans This article is based on, “How to Build and Maintain Meaningful Virtual Engagements” originally published by AdvisorNews. “I didn’t realize how connected I could feel to someone I’ve never met before!” exclaimed a prospective client who just completed his first virtual meeting. He was delighted with how fluid the […]
Bumpy Road to the Market’s Long-Term Average
Since 1926, the US stock market has rewarded investors with an average annual return of about 10%. But it’s important to remember that returns in any given year may be sky-high, extremely poor, or somewhere in between. Annual returns came within two percentage points of the market’s long-term average of 10% in just six of […]
Spread the Word: What’s New with Valuation Ratios
These have been challenging times for value stocks. Over the 10-year period ending March 31, 2020, the Fama/French US Value Research Index returned an annualized 5.06%, well behind the 13.04% achieved by the Fama/French US Growth Research Index. This performance divergence has resulted in a substantial widening of the price-to-book spread between value and growth […]
TPC’s Best Place to Work Award has Perfect Timing
InvestmentNews recently announced that The Planning Center is on their “Best Places to Work for Financial Advisors” list for 2020. This means that TPC is one of the 75 top firms based on employer and employee surveys that evaluated company culture, benefits, career paths and more. It was an honor to share this wonderful news […]
What Market Prices Reveal about Credit Quality
Dimensional has managed systematic fixed income strategies since 1983, continually looking for ways to innovate and design reliable investment solutions to help our clients meet their goals. Just like our equity strategies, our fixed income strategies use market prices at every step of the investment process to pursue higher expected returns and manage risks and […]
Can Small Cap Stocks Weather the Storm?
With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised to struggle. Are small companies more vulnerable now than they have been during other periods of economic distress? And what are the implications for the size premium? Even if the economy has entered a […]
