Mind the Gaps – Why Many DIY Investors Falter
November 22, 2021
By Andy Baxley, CFP, CIMA, Sr. Financial Planner The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took
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By Andy Baxley, CFP, CIMA, Sr. Financial Planner The earliest stock exchange dates to 17th century Amsterdam and the various East India Trading companies, but it took
by Jude Boudreaux, CFP®, Sr. Financial Planner Helping close or extended family with money is common for many parents or financially successful individuals. You might be
Please join Dimensional’s Aaron Alley, CFP ®, Senior Manager and Vice President of Conference Strategy in Dimensional’s Global Client Group, in this upcoming webinar. Register to
By Cicily Maton, Retired Sr. Financial Planner Cicily Maton has retired, however, Michelle Maton CFP®, EA, CeFT® Sr. Financial Planner and Andy Baxley CFP®, CIMA®, CeFT® Sr. Financial Planner carry
Emerging markets are an important part of a well-diversified global equity portfolio. However, recent history reminds us that they can be volatile and can perform differently
Dimensional recently announced plans to launch three actively managed exchange-traded funds (ETFs) later this year, complementing our existing suite of mutual funds, separate accounts, and commingled
TPC’s Cicily Maton, CFP ®, CeFT ®, was recently interviewed by Authority Magazine to help investors answer the question: What should I do with my money
by Jude Boudreaux, CFP®, Sr. Financial Planner Why buy bonds? Recently, our clients have been asking the excellent question of why we’re still investing in bonds
The Difficulty of Timing the Market Most people who try to time the market are just fooling themselves, says Prof. Ken French. Here he explains what
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%,
by Amber Miller, CFP®, CSRIC™ As a purchaser of goods and services you have choices: the recycled printer paper or the glossy white, the organic bananas
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
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
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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