March 17, 2023
When Headlines Worry You, Bank on Investment Principles
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on the bank unfolded. Two days later, regulators took control of a second lender, Signature Bank. With increasing anxiety, many investors…
February 21, 2023
How Inflation Affects Retirement Planning
How Inflation Affects Retirement Planning Introduction Retirement planning is a complex task, especially when you factor in inflation. Inflation is the general price increase and decrease in money's purchasing power over time. It affects all…
May 19, 2022
Australian Elections and Markets
There is very little evidence from history either that election wins from one major party or the other has a definitive impact on the local share market, separate from all the other things that are…
January 14, 2022
Dimensional’s Approach to Asset Allocation
With so many building blocks available to construct asset allocations, how can investors sort through the noise to find solutions that meet their financial goals? Whatever the financial goal, Dimensional applies robust investment principles to…
January 14, 2022
Tomorrow’s News, Tomorrow’s Markets
With 2021 fading into the distance, economists and other market forecasters are peering into the crystal ball to project what might happen in 2022. This is a tough ask. Just how tough can be seen…
May 4, 2021
Patience Pays Off for Value Investors
“Sure enough, even waiting will end…if you can just wait long enough.” That quote from the great American novelist William Faulkner may be striking a chord with value investors right now after the value premium…
April 19, 2021
The Randomness of Global Equity Returns
Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.1 If you listen to the news, however, some countries may seem like better places to invest than others…
March 31, 2021
What’s Your Investment Style?
YOLO, Meme, and EMH: You only live once! Social media investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks…