Blogs and More

Here are our responses to some of the most frequently asked questions about the markets, the economy, and our portfolios.

We are often asked about Dimensional's involvement in influencing management of the companies in which they invest. Here is an overview of "stewardship" at Dimensional - their effort to protect and enhance shareholder value.

Both stocks and bonds offered positive returns as investors weighed the effects of interest rate hikes on future economic growth.

The best choice may not be what you think.

Make time for that really important conversation with your financial advisor: the one where you tell them what really matters to you. It could change your life. And it could help you figure out your true net worth.

Congratulations to our partner Dimensional Fund Advisors, named by Barron's as No. 1 "Best Fund Family of 2022". We utilize Dimensional's mutual funds and ETFs as part of our Value Added IndexingTM strategy.