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10 Big Tax Mistakes That Can Lead to an Audit

The chart below demonstrates a sharp decline in the number of audits since 2010. The IRS audits only 0.5% of all returns as of 2017. That being said, that is still nearly 1 million taxpayers that may face the dreaded audit this coming tax year With that in mind, here is a list of red flags that may draw the attention of the IRS to examining your tax return.

April 2021 - Monthly Market Review

April 2021 monthly market review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also a monthly article, It's Like Riding a Bike. 

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April 2022 - Monthly Market Review

April 2022 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: Retirement Income as a Psychological Portfolio Problem

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August 2021 - Monthly Market Review

August 2021 monthly market review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article illustrating the magnitude and speed of the economic recovery since the onset of COVID-19 and the subsequent recession, as well as an academic article: Financial Decision-Making in Married Couples 

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August 2022 - Monthly Market Review

August 2022 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: Capturing Time

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December 2021 - Monthly Market Review

December 2021 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: How Do You Start Saving?

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December 2022 - Monthly Market Review

December 2022 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: What Do We Want in the New Year? On Happiness, Meaning, and Psychological Richness

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Dimensional Fund Advisors Named Most Recommended Asset Manager by Advisor Perspectives’ Advisors Choice™ Awards

When it comes to choosing to work with asset managers on behalf of our clients there is no shortage of options. There is Schwab, AQR, American Funds, Vanguard, BlackRock and the list goes on. We have, for a long time, chosen Dimensional Fund Advisors as our primary asset manager for the funds we choose for our clients. The philosophy that they use is evidence-based investing. The choices that they make are backed by decades of research from Nobel Laureates and financial science. To us, this approach to investing just makes logical sense.

February 2022 - Monthly Market Review

February 2022 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: The Psychology of Financial  Windfalls.

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First Quarter 2018 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: Sailing With the Tides.  After the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets.

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First Quarter 2019 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: Gerard O'Reilly on Understanding Investment Performance.  After the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets.

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First Quarter 2020 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: The Coronavirus and Market Declines. After the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets. Finally it ends with a look at fixed income.

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First Quarter 2021 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: YOLO, Meme, and EMH: What's Your Investment Style? 

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Fourth Quarter 2017 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: What Should Investors Make of Bitcoin Mania? After the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets.

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Fourth Quarter 2018 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a  market summary, then the returns of stock and bond asset classes in the US and international markets, wrapping up with a look at fixed income. Finally, it ends with an article on the quarterly topic: 2018 Market Review

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Fourth Quarter 2019 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: Tuning Out the Noise,  after the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets. Finally, it ends with a look at fixed income.

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Fourth Quarter 2020 - Annual Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: Market Review 2020: Looking Back on an Unprecedented Year.

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How Evidence-Based Indexing Works

The strategy uses common sense, data, and financial science to boost performance.

In the hallowed halls of academia, noted professors at the top business schools are teaching entire semesters on the benefits of investment strategies using passive indexes instead actively managed mutual funds or picking stocks.

As of 2017, more than $4.5 trillion has flowed into passive index funds and exchange-traded funds. What is passive investing, why are trillions of dollars flowing to this strategy, and more importantly is there a better way to invest?

To fully understand passive investing, it is helpful to understand active investing. Here investment managers (or investors doing it on their own) try to outperform the overall stock market or a specific part of the market using strategies such as fundamental and technical stock picking or market timing.

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Ins and Outs of Emerging Markets Investing

Recent history reminds us that emerging markets can be volatile and can lag developed markets. However, emerging markets represent a meaningful piece of the global investment opportunity set. A disciplined but flexible approach, which Dimensional has used for decades, can provide the means to access the emerging markets opportunity set effectively.

RECENT PERFORMANCE IN PERSPECTIVE

In recent years, the returns of emerging markets have lagged those of developed markets, with emerging markets underperforming US stocks by over 10 percentage points on an annualized basis over the past 10 years (see Exhibit 1). While recent returns have been disappointing, it is not uncommon to see periods when the reverse is true. For example, just looking back to the prior 10 years (2002–2011), emerging markets outperformed US stocks by more than 10 percentage points and other developed markets by 8 points on an annualized basis.

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