The Power of Prices—Equilibrium

May 23, 2025

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

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

May 22, 2025

Can Small Caps Weather the Storm?

May 20, 2025

Even Migrating Stocks Face Index Reconstitution Costs

May 15, 2025

Size-Premium Stories

May 8, 2025

Insights & Updates

April 9, 2025

Magnifying Single-Stock Volatility

The disappointing start to the year for the Mag 7 stocks should serve as a cautionary tale for investors considering single-stock or leveraged ETF's

April 7, 2025

In Shaky Times, Investors Should Hold Their Nerve

Trying to time the market can risk missing out on critical days that boost returns

April 4, 2025

Large and In Charge? Why to Think Twice Before Chasing Only Big Stocks

Giant tech stocks can, after their rise, have marketlike returns. And tech advances can help all kinds of firms. Mark Gochnour and Jake DeKinder explain.

April 3, 2025

Investing Can Be a Roller Coaster: Three Tips for Riding Out the Ups and Downs

Investing doesn’t have to be a harrowing, white-knuckle experience. Here’s how to relax amid the turbulence.

April 1, 2025

Mag 7 Gravity

The Magnificent 7 drove US stock gains in 2024 but lagged in 2025. Global all-cap diversification can help reduce reliance on a few dominant stocks.

March 26, 2025

Quarterly Review: After a Promising Start to the Year, Market Gains Fade

US stocks lagged their global counterparts amid uncertainty about the economy and the impact of tariffs.

March 25, 2025

Go Global for Diversification That Travels Well

Investing solely in Canada can limit your investment opportunities and constrain your ability to benefit from diversification.

March 21, 2025

Tariff Target Markets

Tariff-targeted markets have performed well despite trade concerns, as market prices reflect the aggregate expectations of investors.

March 19, 2025

Measuring the Costs of Index Reconstitution: A Global Perspective

The rigidity of Index-tracking funds can have hidden costs. A flexible, daily approach can help target higher returns while managing risks and expenses.

March 18, 2025

Bearish Sentiment

A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.

March 7, 2025

Fed Forecasting Futility

Predicting Fed decisions is tough as new data constantly shifts expectations. Markets provide the best forecast, but rate cuts don’t guarantee bond gains.

February 28, 2025

Is Inflation on the Rise?

While markets continuously incorporate inflation expectations into prices, investors wanting to reduce uncertainty can consider inflation-hedging approaches.