Is Gold a Safe Haven?

June 5, 2025

Gold has a reputation as a safe haven, but its long-term performance reveals a more complicated picture for investors.

Moody Blues

May 30, 2025

The Power of Prices—Equilibrium

May 23, 2025

Daily Living May Cost More, but Dimensional Investing Now Costs Less

May 22, 2025

Can Small Caps Weather the Storm?

May 20, 2025

Insights & Updates

June 5, 2025

Is Gold a Safe Haven?

Gold has a reputation as a safe haven, but its long-term performance reveals a more complicated picture for investors.

May 30, 2025

Moody Blues

All three major agencies downgraded the US credit rating, but markets barely reacted—likely because the debt concerns were already priced in.

May 23, 2025

The Power of Prices—Equilibrium

In markets, prices reflect all known info—like point spreads in sports betting. Beating the market is tough because prices already handicap expectations.

May 22, 2025

Daily Living May Cost More, but Dimensional Investing Now Costs Less

While inflation has driven up daily costs, Dimensional’s MERs have dropped significantly, thanks to growth, scale, and efficiency—benefiting investors.

May 20, 2025

Can Small Caps Weather the Storm?

Small caps often outperform large caps even during GDP declines. Market returns aren't tightly linked to recessions, as prices reflect future expectations.

May 15, 2025

Even Migrating Stocks Face Index Reconstitution Costs

Volume and price pressure associated with stocks that migrated from the Russell 2000 to the Russell 1000 and vice versa may detract from index fund returns.

May 8, 2025

Size-Premium Stories

Investors should be careful about reversing their expectations of a return premium after any difficult period.

May 6, 2025

E + R = O: A Formula for Success

Combining an enduring investment philosophy with a simple formula that encourages discipline can increase the odds of having a positive financial experience.

May 5, 2025

Recession and Markets

Here’s some helpful perspective for investors worried about a potential recession: Expected stock returns are positive even when the economic outlook is weak