Confusing Economic Signs
Even if you fall in the camp that is pessimistic about the economy, the history of markets shows that stock returns have often been positive during recessions.
Even if you fall in the camp that is pessimistic about the economy, the history of markets shows that stock returns have often been positive during recessions.
Starting in the mid-1960s when computers became available, leading academics began developing and testing theories with stock market data. Within a short period of time, seminal research came out that paved the way for investing to shift from being a speculative sport to becoming a science.
Dimensional Co-CEO and CIO Gerard O’Reilly answers questions on fund management, including "Is your approach active or passive?"
The absence of a reliable pattern in sector performance supports an “own them all” approach. Holding stocks across all sectors puts investors in a position to capture higher returns where and when they appear.
By the time the Fed executes rate changes, markets have already had time to form an expectation and may not need to react any further.
Recent stock market volatility over the last few weeks can by unnerving. Our message to clients -- we have a plan in place for you and your family that takes into account the market's ups and downs. You can focus on what's important to you, and we'll focus on our disciplined, long-term approach to meeting your goals.