What Is a Recession Anyway?

September 28, 2025

With no set formula for defining recessions, it’s difficult to predict when they’ll happen, how long they’ll last, or how severe they’ll be.

Quarterly Review: Stocks Hit Fresh Highs, and the Fed Makes a Cut

September 25, 2025

Index Investors May Be Losing Millions of Dollars Each Year. Here’s Why.

September 18, 2025

Institutional Investor: The Hidden Costs of Indexing Are Hurting Institutions’ Returns

September 18, 2025

Lessons in Life and Investing with David Booth

September 18, 2025

Insights & Updates

September 28, 2025

What Is a Recession Anyway?

With no set formula for defining recessions, it’s difficult to predict when they’ll happen, how long they’ll last, or how severe they’ll be.

September 26, 2025

How Will AI Impact Investing?

In Episode 13 of The Informed Investor podcast: Can you take advantage of artificial intelligence (AI) in your portfolio?

September 25, 2025

Quarterly Review: Stocks Hit Fresh Highs, and the Fed Makes a Cut

S&P 500 & Nasdaq hit records as Fed cut rates; small caps led, value lagged. Meme stocks sank, but diversification and discipline proved resilient.

September 19, 2025

The Informed Investor: Do IPOs Have a Place in Your Portfolio?

In Episode 12 of The Informed Investor podcast: IPOs are hot again in 2025. Should you try to get in on the action?

September 18, 2025

Index Investors May Be Losing Millions of Dollars Each Year. Here’s Why.

Index funds offer low fees and diversification, but rigid rules and hidden costs mean they’re not the market itself—investors should dig deeper.

September 18, 2025

Institutional Investor: The Hidden Costs of Indexing Are Hurting Institutions’ Returns

Joel Schneider explains how rigid index structures can create hidden costs and missed opportunities.

September 18, 2025

Lessons in Life and Investing with David Booth

Dimensional Founder/Chariman David Booth sits down with Jake DeKinder to discuss some key investment principles and how they apply to situations we encounter.

September 15, 2025

Are NVIDIA’s Earnings Big Enough for You?

Even with eye-catching earnings, NVIDIA’s size and valuation may leave investors questioning whether the stock can keep up with the market’s lofty outlook.

September 12, 2025

Tune Out The Noise: Documentary

Tune Out the Noise is a documentary about the financial revolution that changed the way the world invests. Its directed by Academy Award-winner Errol Morris.