The Value Added Indexer Blog

A set of difficult challenges faced investors during the first quarter, leading to negative performance for both stocks and bonds. Here's a brief update.

As you gather information for taxes, don't forget these items that may get lost in the shuffle.

We’ve been through periods of geopolitical risk before. Each time, the most effective strategy is simply to stay diversified and remain invested. If your goals haven’t changed, your investment approach should not either.

Here’s some good news: Inflation isn’t necessarily bad news for stocks.

Well, that wasn’t fun. Volatility returned to stock investing in January as the S&P 500 slid 5.3%. The best response - stay disciplined.

Dimensional's Founder David Booth on the power of markets, human ingenuity, and optimism.