A Vanishing Value Premium?

(from Dimensional Fund Advisors’  Down to the Wire blog by Weston Wellington dated 1/20/2016. Weston is a Vice President with DFA, helping to lead the firm’s market research.  He works closely with financial advisors all over the world in helping them to understand DFA’s approach to investment success.)    Value stocks under-performed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented. This column reviews a previous period when challenging performance caused many to question the benefits of value investing. The… [read more]
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Correction Free Investing?

Correction-Free Investing? A recent  article in USA Today described the market volatility we’ve experienced since August of last year as proof that we’re living in a new paradigm; one in which we will no longer experience positive stock market returns without market corrections. Who said it was possible to invest in stocks without experiencing corrections? From the summer of 2007 until the spring of 2009, the daily drops and dives of the stock market put many people in the emotional state of believing that they would never again benefit from investing in stocks.  This belief… [read more]
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2016’s Rocky Start – Is it All About China?

There’s no question that the New Year has been a rough one for markets near and far. This may or may not be solely because of China depending on which headlines you read. Today’s blog hopes to filter through some of the news to discuss where we are so far this year, decode some of what’s gone on in China and explore what else might be happening. Year to Date So far this year, few if any stock asset classes have been safe from the steady downward pace of the first handful of trading days.… [read more]
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I Told You So?

Happy New Year, everyone! I hope the beginning of 2016 finds you looking optimistically at the year ahead. There is something very encouraging about a new year and how we tend to look at it as the start of something better for ourselves. As Time Magazine reported in their list of the most Googled resolutions of 2015, last year found us looking for less stress, better health and more enjoyable work (and strangely, the perfect recipe for kale chips which came in as the second most searched term). This time of year also brings… [read more]
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