Portfolio Allocations Matter

Portfolio Allocations Matter

Portfolio Allocations Matter

If the events of 2022 and 2023 haven’t conveyed that portfolio allocations matter to investors, it’s challenging to imagine what kind of investment landscape would drive that message home. It’s incredible to think that we’re already entering the fourth quarter of 2023! Before we know it, hurricane season will be behind us, and snow will […]

Are you a Trader or Investor?


In a world with constant information overload, sometimes it’s best to take a step back from financial news feeds to focus on core topics that drive home the fundamental components and experiences of being a long-term investor. I don’t need to explain to anyone that it isn’t easy being an investor. However, I believe it’s much […]

Inflation Surprise, Really?

It’s been a volatile week. For the better part of six months, investors haven’t seen a material pullback like we are seeing right now. Several newsletters ago (available only to clients), I stated “a strong recover is likely, but we can’t rule out a market correction on any potential negative catalysts.” It seems we now […]

Is the Stock Market Divorced from Reality?

By Weston Wellington, Vice President of Dimensional Fund Advisors, LP. I have been sheltering in place on a former dairy farm in rural New Hampshire—surrounded by more Scotch Highland cattle than people—and relying on my iPhone and Microsoft Surface Pro to keep in touch with the office via email and Zoom video. I haven’t sat […]

Reliance on an Investment Philosophy

  “The important thing about an Investment Philosophy is that you have one you can stick with.” – David Booth, Founder and Executive Chairman of Dimensional Fund Advisors Last week markets continued their slide as investors fled equities for safer-haven assets like U.S. Treasury Bonds. The buying pressure of US Treasuries caused the interest rates on […]