Dimensional Reduces US Mutual Fund Management Fees
Dimensional will reduce management fees across 33 equity mutual funds, representing a 15% reduction on an asset-weighted basis1 for the impacted funds. For a full list of the changes, please…
Posts by Guest Authors
Do Downturns Lead to Down Years?
Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad US market index had positive returns in 15 of the…
The Market Has No Memory
Dimensional Founder David Booth discusses the lessons from 2019 that investors can apply to 2020. I have worked in finance for over 50 years, and it seems that every January…
Q1 2020 Market Review
See below for a brief summary of recent global stock and bond returns. Please contact your Financial Symmetry team if you have any specific questions regarding your portfolio. Quarterly Market…
What Happens When You Fail at Market Timing
It’s hard to predict the best days in the markets, and the cost of missing them can be high. The impact of missing just a few of the market’s best…
The 2010s: A Decade in Review
Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through…
How Markets Work and the FAANG Mentality
Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it’s common for a subset of…
The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has…
7 Ways to Use Your 529 Plan
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529…
Déjà Vu All Over Again
Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Investment fads are nothing new. When selecting strategies for their portfolios,…
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