Imagine it is early January 2010 and you are reading a review of the financial markets.

Climate change has become a defining factor in companies’ long-term prospects. Awareness is rapidly changing, and I believe we are on the edge of a fundamental reshaping of finance.

Dimensional is pleased to announce a reduction in management fees or expense caps for 77 US Mutual Funds effective February 28, 2020.

The year 2019 served up many examples of the unpredictability of markets. Taken as a whole, it’s a reminder that the prediction game can be a losing one for investors.

Our vital investment partner, Dimensional Fund Advisors, possesses an unparalleled track record in investment research. Here are their latest findings.

HSA’s are a great way for individuals to pay for qualified medical expenses in a tax-advantaged way and are designed to work together with high-deductible health plans (HDHP)

The 2019 Fidelity Charitable Giving Report is a snapshot of more than 200,000 generous donors.

Mutual funds and ETFs typically distribute taxable capital gains to shareholders each December. Below is a list of Vanguard funds that were expected, as of October 31, 2019, to distribute taxable capital gains in December 2019.

Fidelity will begin offering zero commissions for New Capital clients on online equities, ETFs, and options trades.

Guideline is the 401K Americans need and deserve. See the many facets they manage to make saving achievable.

How much can you save with a Guideline 401(k)? Examine the potential fees on retirement savings and investigate how Guideline offers such low fees.

At Guideline, we’re creating a retirement Americans can look forward to.

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

We pride ourselves in our respect for the markets. We believe that price is truth and that you need to approach investment analysis with humility, or you risk being humbled by the complexity of the markets. 

The service that it provides allows advisors to ask their clients a list of questions related to financial risk and then assigns a number based on those answers.

Today, we are thrilled to announce enhanced Riskalyze GPA™ analytics, including holdings-level GPAs. Now advisors can answer questions like "how can I easily determine the best investment in a given sector or category?"

Does your portfolio include long-term highly appreciated stock? It just may be the best asset to donate.

A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about.

Initial public offerings (IPOs) often attract media and investor attention, especially when familiar brands become broadly available to investors for the first time. New Dimensional research reveals some of the access and performance challenges that IPO investors face.