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.
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.
Choosing an appropriate mix of cash, bonds, and stocks is among the most important decisions an investor can make. As we advise our clients, here's our process...
You may be leaving money on the table if you don't tell your CPA about these transactions.