Investor Education

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October 20, 2023

Quarterly Market Review – Q3 2023

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
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locustlane
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October 20, 2023

Investing Is a Science, an Art, and a Practice

David Booth, Founder and Chairman of Dimensional    W e started Dimensional in 1981 around…
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locustlane
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September 29, 2023

You Know More about Investing than You Think You Do

No matter how familiar we are with investing, we’ve all navigated uncertainty, weighed risks and…
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locustlane
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September 15, 2023

Beware of Sample Periods

Anyone who’s ever bought a used car knows the importance of avoiding a cherry-picked depiction…
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September 1, 2023

Stock Gains Can Add Up after Big Declines

Sudden market downturns can be unsettling. But historically, US equity returns following sharp declines have,…
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August 18, 2023

Real-Time Ratings Are More Dynamic than Fitch’s

KEY TAKEAWAYS US debt markets seemed to barely react when Fitch downgraded US government debt.…
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locustlane
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August 4, 2023

Why a Stock Peak Isn’t a Cliff

Many investors may think a market high is a signal stocks are overvalued. However, they…
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July 21, 2023

Quarterly Market Review – Q2 2023

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
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locustlane
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July 21, 2023

Let the Compounding Commence!

Every year, families and friends celebrate students who are graduating from colleges and universities. Parents…
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locustlane
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July 6, 2023

Midyear Review: Staying Focused as Markets Shift

KEY TAKEAWAYS Stocks rebounded from their worst year since 2008, returning to a bull market…
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