2013
Surprise! The S&P 500 hit an all time high in 2012.
Jan23
The S&P 500 recovered in 4 1/2 years from the 2008/ 2009 recession. It took nearly 4½ years, but the cumulative wealth of an S&P 500 strategy with dividends reinvested finally reached an all-time record (measured on a month-end basis) in March 2012, and finished the year 3.3% above the previous high-water mark set in October 2007. Results were slightly better for a small-company Russell 2000 strategy: As of December 2012, cumulative wealth was 8.5% higher than the previous peak
2013
2012 Year End Review by Bryan Harris, DFA
Jan13
2012 Review of Financial Markets. Throughout 2012, nervous investors did not have to look hard for reasons to avoid the financial markets. The daily headlines provided abundant gloom to feed their doubts, but investors who acted on impulse could have missed a potential opportunity to participate in strong returns across the global financial markets. The year opened with lingering concern about the weak US recovery, the debt crisis in Europe, and political uncertainty around the world. Many financial pundits had
2012
Are you a Muppet in the eyes of Wall Street?
Jun15
Are you a Muppet? By now, you have probably heard about Greg Smith, a former executive director at Goldman Sachs (GS) who, in March, resigned by writing a scathing New York Times editorial. The raw and disturbing truths of his message are important to understand. He’s the Jerry McGuire of the financial world – exposing the corruption of those who do what is best for their firm, NOT their clients. In his editorial, Smith reveals that directors refer to their own
2012
Dalbar Report 2012-Investor behavior is a key negative
May03
Do you suffer from a behavior gap? The volatility of 2011 markets continues to prove that investors need two things 1) asset allocation and 2) commitment to a plan. As Dalbar has reported, investment returns (passive investing) have significantly outpaced average investor returns over time. This gap is due to market timing, active investing, high fees and expenses, taxes, emotional investing, lack of diversification and lack of discipline. 2011 ended with large gains for bonds and a small profit for
2011
Barron’s chooses DFA as “Best Mutual Fund Family” -2010
Apr07
Barron’s chooses Dimensional Funds at best mutual fund family of 2010. Dimensional Fund Advisors (DFA) is the manager of all the equity mutual funds we recommend to our clients. In today’s issue of Barron’s, DFA was ranked the best for 2010 in a special report on “The Best Mutual Fund Families.” You can read the full article at Barron’s website, but here are some excerpts: Dimensional Fund Advisors, whose quantitative funds operate almost like indexes, was in precisely the right
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