Donut Buy the Meme Hype

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August 13, 2025

Meme stocks can be volatile and often underperform. Diversification offers exposure while reducing risk—making meme stocks best kept in moderation.

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The Fund Landscape 2025

The Fund Landscape 2025

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August 13, 2025
Derivative Income Can Be Costly

Derivative Income Can Be Costly

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August 8, 2025
Buffing Out Volatility, Part 2

Buffing Out Volatility, Part 2

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August 5, 2025
MarketWatch: “Picking Stocks Is a Losing Bet, This Market Legend Says”

MarketWatch: “Picking Stocks Is a Losing Bet, This Market Legend Says”

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August 1, 2025

Insights & Updates

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August 13, 2025

The Fund Landscape 2025

The report reviews US mutual fund and ETF performance vs. benchmarks, showing impacts of survivorship, fees, turnover, and persistence through 2024.

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August 13, 2025

Donut Buy the Meme Hype

Meme stocks can be volatile and often underperform. Diversification offers exposure while reducing risk—making meme stocks best kept in moderation.

Read More
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August 8, 2025

Derivative Income Can Be Costly

Derivative income funds offer high yields but lag returns and tax efficiency, with only 65% of returns preserved after taxes vs. 85% for large blend funds.

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August 5, 2025

Buffing Out Volatility, Part 2

Buffer strategies and 60/40 portfolios offer similar downside protection, but 60/40 outperformed over 5 years—highlighting the impact of high fees.

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August 4, 2025

The Informed Investor: Where Are Interest Rates Headed?

How do different interest rate environments impact your portfolio?

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August 1, 2025

MarketWatch: “Picking Stocks Is a Losing Bet, This Market Legend Says”

David Booth explains how Dimensional uses research and a flexible approach to improve on index investing—focusing on market mechanics, not predictions.

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July 25, 2025

Economic Growth and Stock Returns

How do changes in the economy impact stock returns over the short and long term?

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July 25, 2025

Investor’s Business Daily: “David Booth’s Brainy Theories About Investing Paid Off”

In the article, Booth talks about why he shifted from his original intention to become a professor and how he still finds opportunities to educate.

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July 23, 2025

Buffing Out Volatility

Buffer exchange-traded funds may promise protection, but historical data suggests a natural buffer already exists.

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July 21, 2025

The Informed Investor: Debts, Deficits, and Investing

Dimensional’s Mark Gochnour, Wes Crill, and Jake DeKinder explore the implications of the rising US federal debt and discuss how investors should respond.

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July 21, 2025

The Power of Human Ingenuity

Despite uncertainty, markets rose in 2024, driven by human ingenuity. Broad diversification lets investors benefit from progress and long-term growth.

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July 17, 2025

Mind the Gap—Diversifying Across Countries

Country returns vary widely, but timing them rarely pays. Global diversification helps investors capture gains while avoiding the risks of chasing winners.

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