The greatest threat facing the United States is China’s rapid advance in trying to dominate the 5G market and control the next generation of internet, the “Industrial Internet.” 5 years ago China launched its “Made in China 2025” plan which has hundreds of billions of dollars in backing from the […]
More and more families are double-checking their wealth plans to determine whether those plans are really up to the tasks assigned to them. But to get real value from stress tests, it’s important to work with the right people. Click here to read the report.
What a fascinating illustration of how market diversification works and our confidence grows. Since 2000 the markets offering a higher expected return have provided just that 13 of the 16 periods. It also describes significant performance by large US stocks being the most recent and the only Indeed in 3 […]
I recently was asked to comment on a note that asked me how to plan for a 2020 stock market retreat. My answer was – who told you that was happening?
You don’t say… For the first time in a long time… Over the last 12 months (09 27 19) Value has outperformed Growth. Small stocks are still lagging Large but the difference is shrinking. US Real estate stocks are up almost 30%… almost the same as Info Technology. A bigger […]
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage along […]
Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. Our objective is to assess the performance of mutual fund managers relative to benchmarks.* This year’s study updates results through 2018. The evidence shows that a majority of fund managers in the sample failed to deliver benchmark-beating […]
David Booth, the Founder of Dimensional Funds, talks about Jack Bogle the Founder of Vanguard Funds and Index Investing. Jack and the Dimensional Funds Founders had so much in common. Dimensional Funds created the first indexes and proved the value that market investing offers over active management and that low […]
This article says, in a slightly prettier way, the message I recently prepared for a Client who is a senior Exec and a serious analytical personality type – diversification by investing globally offers a significant opportunity. Click Here to View Article
Younger workers reported big gains in their happiness with pay. American workers under 35 reported being happier with their paychecks than people over 55 for the first time since at least 2011. Overall, the share of workers satisfied with paychecks rose to 46.4% in 2018, from 43% in 2017, an […]