Perspective on the Second Quarter of 2021

In varying degrees, U.S. and foreign economies are beginning to “open back up” as vaccines against the coronavirus continue to be administered. Through the first six months of the year, stocks were up 14.3% (as proxied by the Russell 3000 Index) and long-term Treasury...

Quarter One 2021 Summary

How Diversification Helped Your Portfolio This Year The performance of equity and bond markets in the first quarter of 2021 has been as close to opposite of the start of 2020 as it gets. A year ago, stock markets had dropped as lockdown began, with the sole source of...

Quarter One 2021 Summary

How Diversification Helped Your Portfolio This Year The performance of equity and bond markets in the first quarter of 2021 has been as close to opposite of the start of 2020 as it gets. A year ago, stock markets had dropped as lockdown began, with the sole source of...

Flexibility in Practice: How We Handled GameStop

Althea Trevor, CFA Head of Equity Portfolio Strategists and Vice President Dimensional Funds   PERSPECTIVES – February 11, 2021 GameStop has been front and center in the financial news on account of the stock’s significant price volatility over a few...

Quarter End Summary Q4 2020

The Year 2020 in 4 Charts The conclusion of 2020 left each of us experiencing a combination of change, adjustment, loss or struggle. However good or bad (or some roller-coaster variation of both), the year saw pockets of positivity and noteworthy change that reminded...