Midyear Review: From Spring Slump to Summer Surge

June 25, 2026

Tech drove the S&P 500 to new highs as global stocks stayed resilient despite conflict. Emerging markets led, while gold lagged expectations.

When It’s Value vs. Growth, History Is on Value’s Side

June 29, 2026

Investing Pioneer David Booth Offers a Timely Guide to Navigating Uncertainty in “Stay Calm”

June 22, 2026

Still on Track for a Good Year

June 18, 2026

Financial Reporting Frequency and Market Premiums

June 16, 2026

Insights & Updates

January 17, 2025

Prediction Season

The start of a new year is a great time to reflect on the past, set goals for the future, and tune out predictions from the financial industry.

January 14, 2025

An Investing Plan for This Year: Doing Less Can Lead to More

Achieve more when investing in 2025 by planning to work smarter, not harder. These three strategies can help put you on the right track and keep you there.

January 6, 2025

Market Review 2024: Stocks Overcome Uncertainty to Notch Another Strong Year

Stocks weathered rate changes and election uncertainty, with the S&P 500 posting back-to-back gains of 20% or more for the first time in a quarter century.

December 20, 2024

Reality Check: Capital Market Assumptions vs. Actual Returns

Our study of past capital market assumptions issued by investment firms suggests investors should be cautious when using these forecasts to build portfolios.

December 20, 2024

The Power of Human Ingenuity

Dimensional Founder David Booth looks back on 2024 and how human ingenuity helped power markets.

December 19, 2024

Dimensional’s Takes on Industry Topics in 2024

Every year, Dimensional produces a range of resources to help people make smart, informed decisions. Here’s a look at some of 2024’s most popular takes.

December 18, 2024

Passive, Active, and Embracing Markets

Active fund strategies tied to market pricing may align more with passive investing's original intent than many index funds that saturate the market.

December 6, 2024

Index Funds Can Be Used Actively

A reminder for investors: Index fund assets under management (AUM) are not the same thing as passive assets. Senior Investment Director Wes Crill explains.

December 3, 2024

How to Avoid Black Swans

Many people with investing have the fear of catastrophe or "Black Swans"- which refers to unforeseen events that have a big impact on stocks or the market.