April 28, 2023
The Value of Discipline in Value Investing
Value stocks have gone through periods of both extreme over- and underperformance in recent years—a…
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April 13, 2023
Quarterly Market Review – Q1 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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April 13, 2023
Hoop Dreaming Is Fun in March. Investing Realities Apply across a Lifetime
Every year at this time, the NCAA men’s basketball tournament thrills fans and creates so…
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March 26, 2023
When Headlines Worry You, Bank on Investment Principles
On Friday, March 10, regulators took control of Silicon Valley Bank as a run on…
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March 10, 2023
Dimensional Fund Advisors named #1 in Barron’s 2022 Fund Family List
Congratulations to our long-time partner Dimensional Fund Advisors, named by Barron's as No. 1 "Best…
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February 24, 2023
Two Steps Forward, One Step Back for Investors
Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war…
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February 10, 2023
Quarterly Market Review – Q4 2022
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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February 10, 2023
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.
Investment opportunities exist all around the globe, but the randomness of global stock returns makes…
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January 19, 2023
People Have Memories. Markets Don’t.
One of the best things about markets is that they don’t have memories. They don’t…
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January 5, 2023
Markets Don’t Wait for Official Announcements
Some investors may worry about the stock market sinking after a recession is officially announced.…
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