Value vs Growth – The Coming Reversal
This month, we analyze a recently published research paper from Vanguard that explains why value stocks could be set to outperform growth stocks over the next decade.
The Next Normal
This month, we share thoughts from David Booth, Executive Chairman and Founder of Dimensional Fund Advisors. David speaks to lessons learned from the past 12 months in the market and how best to prepare for the future.
Rising Rates and Market Volatility
This month we investigate how rising interest rates impact bond and stock returns and what it means for you and your portfolio.
The Story of GameStop Stock
One month into 2021 and we already have online message boards and first-time investors attempting to take down hedge funds. Although many articles have been written about what happened in January, we thought it was a great opportunity to discuss how we view the recent events.
A Year in Review
2020 was a year investors will not soon forget. A pandemic, a recession, the end of a more than decade-long bull market (and the beginning of another bull market), all-time highs for US stock indices, lockdowns & working remotely, a tense U.S. presidential election cycle, unemployment spiking more than 10 percentage points in a matter of months—the list could go on for some time. And after all of it, an above average calendar year return for U.S. stocks.