History Shows That Stock Gains Can Add Up After Big Declines

May 09, 2022
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since 1926 in the US shows…

Rebalancing Your Portfolio: Why, When, and How to Do It

Nov 05, 2020
Rebalancing your portfolio by restoring it to your target allocation can help manage risk and keep your investment plan on track. Here are a few things to know about rebalancing. Why rebalance your…

Virtual Townhall: Putting Today's Investing Experience in Perspective

Feb 21, 2022
Virtual Townhall: Putting Today's Investing Experience in PerspectiveTuesday, March 15th, 202212pm – 1pm ESTVia Zoom Guest: Weston Wellington, Vice President of Dimensional Fund Advisors Many investors…

Tax-Loss Harvesting: Making Lemonade out of Lemons

Jul 25, 2022
Like kingdoms, tides and my teenage daughter’s emotions, the stock market rises and falls. Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side,…