Practicing Healthy Habits, Pursuing Wealthy Outcomes
Dimensional's Founder and Executive Chairman David Booth on why "having a healthy 'wealth span' is about more than accumulating money."
Why a Stock Peak Isn't a Cliff
Many investors may think a market high is a signal stocks are overvalued. However, they may be surprised to find that the average returns one, three, and five years after a new month-end market high are similar to those after months that ended at any level.
Our Clients Are Asking... July 2023
Today's focus is on how we put together client portfolios.
Income, Growth or Both?
The total-return approach to investing is an effective way to create a retirement "paycheck."
2nd Quarter 2023 Market Review
The first half of the year has given investors plenty to process. Diversified portfolios showed solid gains, a welcome turn from last year’s broad declines.
David Booth in the Financial Times: Why the Wisdom of the Market Crowd Beats AI
The collective judgment of investors provides the most accurate representation of the pricing of stocks and bonds.