What is smart investing? In a nutshell: take cutting-edge financial science and apply it to real world investing. The best mutual fund companies that apply this intelligent, evidence-based strategy are Dimensional Fund Advisors and Vanguard.
Read MoreIf there’s one thing Dimensional Fund Advisors (DFA) is unlikely to ever be accused of, it’s having a flair for the dramatic. Then again, that’s why we find their objective insights so appealing, such as this lead-in to their recently released 2018 Market Review…
Read MoreWith 2017 in the rearview mirror, we’re pleased to reflect on – and share with you – a newly released Dimensional Fund Advisors 2017 Market Review.
Read MoreWho would have thought that 2016 would astound us all by delivering mostly way-awesome annual returns? And guess which asset classes took off like a SpaceX rocket launch?
Read MoreI’ve narrowed down my core investment philosophy, knowledge and 30+ years of investing experience into 10 simple rules for how to invest and build wealth.
Read MoreAs the name implies (with the subtlety of a sledge hammer), evidence-based investing means viewing capital markets from the perspective of a professor of finance. We use the science of investing as our guide to building wealth.
Read MoreBuying and selling stocks would be much easier if only there were an investment indicator that was dependable. One indicator in particular has lured many investors into its seemingly sound logic.
Read MoreA demonstrated track record for responsible money management is certainly not the only reason to consider one fund company over another. But, to us, it’s a better indicator than any stars of past performance.
Read MoreTo put the current manic behavior of the market in perspective, it helps to look at history as a guide.
Read MoreAs we have advised during any number of past economic crises, the best position for a long-term investor looking to build wealth is to let efficient markets do their work.
Read MoreLet’s take a close look at 9 durable characteristics that help differentiate Dimensional Fund Advisors and Vanguard from the crowd.
Read MoreA typical reader might be confused by the seeming disconnect between the mostly glowing review and the “B” grade. As a former Morningstar analyst, I am in a better position than most to decipher the results.
Read MoreI am glad to have Dimensional’s funds and insights available to us. They help us build and manage families’ investment portfolios to sensibly reflect individual long-term goals and keep sleepless-night concerns in check.
Read MoreIf your comparable fund’s total expense ratio is considerably higher, you may want to find out why.
Read MoreFor lack of a better term, those who justifiably turned away from active investing ended up being thought of as passive investors, i.e., the opposite of active investors. Personally, we prefer the term “evidence-based investing” as more descriptive.
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