Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global pandemic
One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even
With over 200,000 financial advisors in the United States, how do you pick one? First, eliminate the stock pickers. Those are the people making predictions about
Dimensional has been working with financial advisors for more than three decades. To recognize the impact they have on the investor experience, we compiled a list
Investors have likely noticed the improved opportunity set in fixed income due to higher yields. And yet some investors may be hesitant to take advantage of
This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds1 have been especially surprising, leading some
When employees think about what it means to have enough money to retire, more than likely they are unsure how to translate their lifetime savings into
Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social
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
It can be challenging to start a conversation about investing. That’s why I encourage having a conversation before the investing conversation—what I like to think of
Investors awaiting ETFs with as few stocks as possible are in luck: Single-stock ETFs have arrived on the scene, providing leveraged or inverse exposure to individual
KEY TAKEAWAYS A general framework based on potential benefits and drawbacks can be used to assess the merits of a new investment opportunity. A sensible approach
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
ALASKA
1407 W 31st Ave.
#302
Anchorage, AK 99503
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7473 N. Ingram Avenue
Suite 107
Fresno, CA 93711
NEW ORLEANS
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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