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

Quarterly Market Review – 1st Qtr 2020

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

Getting to the Point of a Point

While the Dow and other indices are frequently interpreted as indicators of broader stock market performance, the stocks composing these more

Recent Market Volatility

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors. While more

Nailing a Smooth Landing for Your Investments

by Andrew Sivertsen, CFP® There are several key principles to having a sound investment philosophy, and one of the most more

Yields of Dreams: A Closer Look at Dividends

Dividends aren’t the only way a stock investor can generate income.