A Volatile First Half Ends on a High Note … At Least for Diversified Investors
The first half of 2025 served as a reminder of why diversification remains one of the most valuable principles in investing. It was a period marked by volatility, uncertainty, and shifting...
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Four Smart Strategies for Managing Highly Appreciated Stock
Diversification is a pillar of sound investing......
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Learn The Guide to Effective Business Exit Planning – Q2 2024 Newsletter (Prt.2)
Learn The Guide to Effective Business Exit Planning – Q2 2024 Newsletter (Prt.2)...
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Navigate The Impact of the 2024 Elections on Your Money – Q2 2024 Newsletter (Prt.1)
Navigate The Impact of the 2024 Elections on Your Money – Q2 2024 Newsletter (Prt.1)...
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The Tortoise & The Hare: An Investment Story – Q1 2024 Newsletter (Prt.2)
The Tortoise & The Hare: An Investment Story – Q1 2024 Newsletter (Prt.2)...
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Charitable Giving Strategies For Every Stage of Life – Q1 2024 Newsletter (Prt.1)
Charitable Giving Strategies For Every Stage of Life – Q1 2024 Newsletter (Prt.1)...
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5 Year-End Planning Items for 2022
5 Year-End Planning Items for 2022As we approach year-end, we want to highlight a few planning items that may make sense for your personal financial situation. You may want to touch base with your...
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Quarter End Summary – Q3 2022
What Has Happened to Bonds in 2022?Conversations with clients about investment performance this year have focused on bonds. Why did our bonds lose value? What are interest rates going to do? What...
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Quarter End Summary – Q2 2022
Perspective Midway Through the YearIt has been a tough first six months of 2022 with an ongoing pandemic, a war overseas and inflation of prices of basic goods like groceries and gas. With this...
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Quarter End Summary – Q1 2022
What Is the Market Telling Us About Inflation and Interest Rates?The financial press and client conversations this quarter have been focused on Federal Reserve rate hikes, inflation and higher...
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Geopolitical Conflicts and Financial Market Volatility
The actions of Russia leading up to and including its invasion of Ukraine on February 24 have resulted in more volatility in the financial markets around the globe, affecting stock prices, bond...
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Quarter End Summary – Q4 2021
4 Charts That Help Define 2021 As we make our way into the new year, the end of 2021 feels similar to the end of 2020, as the emergence of the Omicron variant extends the pandemic. To add to this...
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Quarter End Summary Q3 2021
To Achieve Your Financial Goals, Know Your Risk Tolerance Everyone has their own definition of what it means to take a risk. Some people find skydiving relaxing while the more cautious among us...
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Dimensional adds ETFs to their Portfolio
You may have noticed that on Friday, June 11, 2021 Dimensional Fund Advisors converted a few of their mutual funds into Exchange Traded Funds, or ETFs. Because many of our allocations hold these...
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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...
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Quarter One 2021 Summary
How Diversification Helped Your Portfolio This YearThe 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,...
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Flexibility in Practice: How We Handled GameStop
Althea Trevor, CFAHead of Equity Portfolio Strategists and Vice PresidentDimensional Funds PERSPECTIVES – February 11, 2021GameStop has been front and center in the financial news on account of the...
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Quarter End Summary Q4 2020
The Year 2020 in 4 ChartsThe 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),...
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