To Hedge or Not to Hedge?

Many investors take a global perspective when building portfolios to achieve their investment goals. With the benefits of greater diversification more

Quarterly Market Review – 3rd Qtr 2020

This report features world capital market performance and a timeline of events for the past quarter. It begins with a more

Is the Stock Market Divorced from Reality

I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland more

An Exceptional Value Premium

It’s probably not news to most value investors that the value premium has struggled over the past decade. What might more

How Much Impact Does the President Have on Stocks?

The anticipation building up to elections for president often brings with it questions about how financial markets will respond. But more

The Grass Is Still Growing

by Andrew Sivertsen, CFP® CeFT® Six months ago, I wrote an article about how to manage volatility risk (the swings more

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 more

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 more

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 more

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 more