Dude, You’re Gettin’ a Dell

July 24, 2024

Dell’s brief exile and triumphant return to the Russell 3000 show the sometimes surprising impact of annual reconstitution on market performance and index fund

Weighting Whiplash

July 16, 2024

Life, Invested: A Collection of Essays by David Booth

July 11, 2024

50 Fires Podcast: David Booth on the Meaning of Money and the Evolution of Investing

June 26, 2024

Midyear Review: Stocks Maintain Momentum at Year’s Halfway Point

June 27, 2024

Insights & Updates

May 30, 2024

Gold Hasn’t Been Effective at Tracking Inflation

Gold is sometimes touted as a tool for protecting wealth from inflation. But history shows the challenges of using it to offset the impact of rising prices.

May 23, 2024

Changing the Way People Feel about Investing

Market ups and downs stir anxiety and challenge your investment discipline. Dimensional’s approach tunes out the noise so you can invest better and live better.

May 21, 2024

Reality Meets Expectation for the Mag 7

Expecting the Magnificent 7 to continue their strong returns assumes they continue to exceed increasingly lofty earnings expectations.

May 16, 2024

Proceed with Caution Focusing on Yield

Choosing to emphasize only capital appreciation or dividend yield may reduce the diversification of your investment portfolio and lower your expected returns.

May 13, 2024

Investigating Patterns Objectively

Even with the benefit of hindsight, it’s challenging to assign cause for market outcomes.

May 13, 2024

Navigating Uncertainty: A Post-College Road Map

You can thrive in a world of uncertainty and create a life that is uniquely your own.‍

May 10, 2024

Elections and the March of Markets

It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. But a look at history underscores that the outcom

May 6, 2024

Draft Picks and Value Stocks

In the wake of the recent NFL draft, Senior Investment Director Wes Crill discusses the long-term risks of overemphasizing a prospect’s weaknesses.

April 25, 2024

Small Cap, Big Difference

Small cap stock indices often diverge in performance due to index methodology decisions.

April 19, 2024

Looking for the Next Nvidia May Shrink Your Return

Trying to guess who will be technology’s Next Big Thing is just another form of stock picking...

April 1, 2024

Gee, I See Now

Guaranteed Investment Certificates (GIC) offer investors predictability but are unlikely to result in higher expected returns

March 28, 2024

The Fund Landscape

This annual report documents the power of market prices by assessing the performance of US-domiciled mutual funds and exchange-traded funds (ETFs) relative...