Please join us for our first Zoom-based session of New Capital’s new client program, Money Mindfulness Meditation (MMM).

Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance. While these challenges certainly warrant our attention and deep concern, they don’t have to be a reason to panic about markets when you’re focused on long-term investing.

Please join us for our first Zoom-based session of New Capital’s new client program, Money Mindfulness Meditation (MMM).

Many investors end up holding large concentrated positions in single stocks, whether as the result of employee compensation or a handsomely rewarded stock selection. This can lead to one of the most well-known cautionary tales in finance: tragic declines in wealth from losses in single securities.

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

Some investors may worry that rising interest rates will decrease equity valuations and therefore lead to relatively poor equity market performance. However, historically, equity returns in the US have been positive on average following hikes in the fed funds rate.

There’s no strong evidence that dividend stocks have delivered superior inflation-adjusted performance during periods of high inflation or rising interest rates.

French develops a flexible and comprehensive framework for portfolio design using the global average of all investors and the global portfolio of all stocks, bonds, and other financial assets as reference points.

Against the backdrop of inflation, the monetary policy response of the US Federal Reserve has become the center of attention for many US and global fixed-income investors.

Watch a recording of our webinar: Ukraine, Russia & Markets presented by Leonard Golub, CFA.

You have made the decision to target the size, value, and profitability premiums in equities, which is great, but it is only a great starting point. There are many questions to consider when incorporating these premiums into real-world asset allocations.

It was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go, as well as the enduring benefits of diversification and flexibility.

From addressing the challenges of inflation and all-time market highs to ESG investing and GameStop, here is a look at some of the best original pieces published by Dimensional this year around some of the industry’s hottest topics.

Watch a recording of our webinar: Year End Market Review & Planning presented by Leonard Golub, CFA, and Jaycee Smalley, CFP®

The impact of missing just a few of the market’s best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index.

Watch a recording of our webinar: Top Investment Myths Busted, presented by Apollo Lupescu of Dimensional Fund Advisors

Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down.

Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of these questions.

A look at headlines from the past 50 years shows the difficulty of timing markets around inflation expectations. Investors may be better served sticking to a long-term plan.