Value Added Indexing® Insights

Our Value Added Indexing® Insights offers our research and thoughts on wealth management, emphasizing a passive and index-based approach.

Why Should You Diversify?
While international and emerging markets stocks have delivered disappointing returns relative to the US over the last few years, in the long-term a global approach to equity investing can provide diversification benefits as well as potentially higher expected returns.
December 2018

The Flat-Out Truth
An analysis of yield curve inversions (periods in which short-term interest rates are higher than long-term interest rates) shows that an inversion may not be a reliable indicator of stock market downturns.

November 2018
Midterm Elections—What Do They Mean for Markets

Dimensional Fund Advisors offers perspective on market returns during mid-term elections.

November 2018
Total Cost of Ownership

When selecting an investment strategy, the costs you expect to pay are an important factor.

October 2018
A Formula for Success

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.

April 2018
Recent Market Volatility

After a period of relative calm in the markets, the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

February 2018
As Goes January, So Goes the Year?

Does the S&P 500’s performance in January predict whether stocks will rise or fall during the remainder of the year?

January 2018
Lessons for the Next Crisis

Lessons learned upon the 10-year anniversary of the S&P 500 Index peak before losing more than half its value over the next year and a half during the global financial crisis.

October 2017
New Market Highs and Positive Expected Returns

Research into stock price history tells us that a market index being at an all-time high generally does not provide actionable information for investors.

June 2017
Wall Street Journal – Dimensional Fund Advisors

A Wall Street Journal profile of Dimensional Fund Advisors

October 2016
Presidential Elections and the Market

Over the long run, the stock market has provided substantial returns regardless of who controlled the executive branch.

October 2016

 

Contact Details

Rappaport Reiches Capital Management, LLC
5202 Old Orchard Road, Suite 160
Skokie, IL 60077
Phone 847.832.0030
Fax 847.832.0033
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