History

The events in Ukraine over the last few weeks have left many of us speechless. We haven’t seen a land invasion of this kind in Europe since WWII. Many clients and investors are grappling with how to handle their investments given the conflict; many worry of the effects if the conflict broadens. Here are some…

The inflation data for September 2021 was released last week. The news? Well, prices continue to rise. September’s observed price increase was 5.4% (from a year earlier). Debate continues as to whether inflation will be “transitory” or if it will be “here to stay” for awhile. You may wonder, “what is the historical relationship among…

You often hear that the stock market has an average return of around 10%. That’s true – but the average return does NOT mean you’ll likely earn a 10% return in any given year. Here are some mind-blowing facts: From 1926-2020, the S&P 500 had an average return of about 10%, BUT annual returns came…

We have covered this topic extensively leading up the the election, but here’s one more viewpoint. Some investors may consider making changes (sometimes drastic) to their investments in the month before or after an election. There is an idea that if Trump wins “ABC” will happen and if Biden wins “XYZ” will occur. In reality,…

This was written by David Booth, Executive Chairman and Founder of Dimensional Fund Advisors… The murder of George Floyd is the most recent in a long line of injustices against the black community in our country. While reflecting on what our firm can do to help, I came upon something my friend and colleague Bill…

While it can be easy to get distracted by month-to-month or even one-year returns, what really matters for long-term investors is how their wealth grows over longer periods of time. Exhibit 2 below says a lot. It shows the hypothetical growth of wealth for an investor who put $1 in the S&P 500 Index in January 1926.…

For the dog lovers out there, here’s an interesting read on how some breeds have ancient American heritage: Read here

20 Second Advisor: Then & Now – Returns During WWII

20 Second Advisor: Long Term View of US Inflation

20 Second Advisor: The Bumpy Road to the Market’s Long-Term Average

20 Second Advisor: Voting & Stock Advice?!

20 Second Advisor: Racial Injustice and Hope for a Change

20 Second Advisor: Midterm elections and what they mean for markets

Your dog’s American heritage might go back 10,000 years