Investments

On Thursday November 10, stocks mounted their biggest one-day rally since 2020. The S&P jumped 5.54% in a single day! The Nasdaq surged 7.35%! The impact of being out of the market for a short time can be profound, as shown by this hypothetical investment in the stocks that make up the Russell 3000 Index,…

We seek to utilize the very best solutions for our clients! As you might know, we use Dimensional Fund Advisors’ (DFA) investment funds to help build our portfolios. They do everything with excellence. To that end, Douglas Diamond, DFA’s lead independent director of the boards of the firm’s US Mutual Funds and ETFs, was recently…

I often tell people that timing the market is akin to trying to catch a falling knife. You might get lucky and grab the falling knife on the handle. Or you might get unlucky – grab the knife on the blade and end up in the hospital. In a nutshell, we know that the market…

The US stock market is the biggest in the world, but investors who ignore other globalmarkets may miss out on a wealth of opportunity. Roughly 18,500 companies trade outside the US; this represents nearly 40% ofthe world’s $88 trillion equity market. When determining where to invest, a country’s size, population, or gross domestic productmay not…

You are invited to attend a webcast this Friday, September 30th at 11:30 AM EST. Our friends at Dimensional Fund Advisors (DFA) are hosting the webcast about US elections and the investment markets. During the webcast, they will look at historical data and explain why capturing long-term returns in the capital markets does not depend…

This is an excerpt from an article written by David Booth, founder of Dimensional Fund Advisors. So well said! Imagine it’s 25 years ago, 1997: J.K. Rowling just published the first Harry Potter book. General Motors is releasing the EV1, an electric car with a range of 60 miles. The internet is in its infancy,…

I recently listened to a webcast and some of the numbers surprised me so I wanted to share them. You’ve likely heard us say that it’s critical to keep a long term perspective. Here is one way to illustrate this point. Let’s start with stocks as represented by the S&P 500 (500 largest companies in…

Benjamin Graham – one of the fathers of value investing is credited with the following quote: In the short-run, the market is a voting machine – reflecting a voter-registration test that requires only money, not intelligence or emotional stability – but in the long-run, the market is a weighing machine. Benjamin Graham, as Quoted in…

When it comes to bear markets, investors can take comfort from history, which suggests that where there’s a beginning, there’s always an end. We don’t know exactly when the bear market will end, but history says we have a few months left to endure after the S&P 500 tumbled into bear market territory last week. And…

This past weekend, I got to take part in BRAG (Bicycle Race Across GA). A friend and I chose to ride for 3 of the 7 days (from Columbus GA to Dublin GA). Some interesting lessons learned (and that apply to investments are): The power of groups (ie drafting). A lot of the time, my…

20 Second Advisor: The cost of trying to time the market

20 Second Advisor: 5th academic tied to Dimensional receives Nobel Prize

20 Second Advisor: Catching a falling knife (or why you don’t want to sell out in this market).

20 Second Advisor: Don’t forget about investing globally

20 Second Advisor: US Elections and Markets: A Webcast

20 Second Advisor: Rewind to 1997

20 Second Advisor: How often are stock and bond returns negative?

20 Second Advisor: The Weight of Decades vs The Opinion of Weeks

20 Second Advisor: Where there is a beginning, there is always an end

20 Second Advisor: My Bike Ride Across GA & Investments