Archive for the ‘Dimensional Fund Advisors’ Category
In last month’s blog, we explored the challenges faced by actively-managed equity funds and why so few manage to outperform their benchmark indices. The difficulty involved in overweighting stocks that outperform the broad market along with the hurdle rate of higher fees helps explain why less than 10% of active managers have beaten their benchmarks […]
Jordan Edwards, CFA, CFP®
| June 13, 2017
Dimensional Fund Advisor Articles Financial Planning Index Investing Investor Education Portfolio Management Resources
The Batteries of Our Life Plan With spring comes the change to daylight savings time and the reminder to change the batteries in our smoke detectors. Also, with spring comes tax time. So, as we work on completing and filing our tax returns, this is a great time to make sure the “batteries” for our […]
Luellen Lockwood, MBA, CPA, EA
| April 20, 2016
401(k) Behavioral Finance Estate Planning Financial Planning Investor Education Tax Women and Wealth
Investing In Your Child’s Future As a recent college graduate, I am all too familiar with the high costs associated with obtaining a higher education. Tuition, room and board, and over-priced text books are only a few of the expenses every college student encounters, not including a budget for extracurricular activities. However, I am definitely […]
Nick Wright
| April 8, 2016
Behavioral Finance Dimensional Fund Advisors Educational Savings Plan Federal Student Aid Financial Planning Higher Education Investor Education Portfolio Management Tuition Costs
By Weston Wellington of DFA Value stocks underperformed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented. This column reviews a previous period when challenging performance caused many to question the benefits of value investing. The subsequent results serve […]
JP Osseward, CFA, CFP®, FRM, CAIA
| February 1, 2016
Dimensional Fund Advisor Articles Investor Education Portfolio Management
By Jim Parker of DFA The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that. The ignominy that goes with making bold forecasts […]
JP Osseward, CFA, CFP®, FRM, CAIA
| January 22, 2016
Dimensional Fund Advisor Articles Investor Education
By Jim Parker of DFA Why don’t the media run more good news? One view is bad news sells. If people preferred good news, the media would supply it. But markets don’t see news as necessarily good or bad, rather in terms of what is already built into prices. One academic study appears to confirm […]
JP Osseward, CFA, CFP®, FRM, CAIA
| December 17, 2015
Behavioral Finance Dimensional Fund Advisor Articles Investor Education
By Jim Parker of DFA Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way. Behavioral economists have a name for this tendency of people and organizations to stick with a losing strategy […]
JP Osseward, CFA, CFP®, FRM, CAIA
| October 27, 2015
Behavioral Finance Dimensional Fund Advisor Articles Investor Education
By Weston Wellington of DFA Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in May 2010—before rallying to close down 588. Prices fell further on Tuesday before recovering sharply on […]
JP Osseward, CFA, CFP®, FRM, CAIA
| September 21, 2015
Behavioral Finance Dimensional Fund Advisor Articles Investor Education
By Jim Parker of DFA Global markets are providing investors a rough ride at the moment, as the focus turns to China’s economic outlook. But while falling markets can be worrisome, maintaining a longer term perspective makes the volatility easier to handle. A typical response to unsettling markets is an emotional one. We quit risky […]
JP Osseward, CFA, CFP®, FRM, CAIA
| September 9, 2015
Behavioral Finance Dimensional Fund Advisor Articles Investor Education
Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm than good.
JP Osseward, CFA, CFP®, FRM, CAIA
| August 24, 2015
Behavioral Finance Dimensional Fund Advisor Articles
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