Resources
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ANNUAL MARKET REVIEWS
2018 Annual Market Review
Annual performance of the global equity and fixed income markets. Updated for 2018.
2017 Annual Market Review
Annual performance of the global equity and fixed income markets. Updated for 2017.
QUARTERLY MARKET REVIEWS
2019 First Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q1 2019.
2019 Second Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q2 2019.
2018 Fourth Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q4 2018.
2018 Third Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q3 2018.
2018 Second Quarter Review
Quarterly performance of the global equity and fixed income markets. Updated for Q2 2018
Insights
Recent Market Volatility
Setting Goals: Part 2
This blog post is a continuation of a series on setting goals. Before reading this post, make sure to read Setting Goals: Part 1. Qualify, Quantify, and Be as Specific as Possible If you have a daughter, one of your goals may be to provide funding for her college...
IPOs: Profiles Are High. What About Returns?
This article was originally published on dimensionalfundadvisors.com and with permission has been shared on our website. In recent months, investors have had the opportunity to buy shares of ride‑hailing networks Uber and Lyft, workplace productivity services Zoom and...
Setting Goals: Part 1
Imagine someone beginning a major vacation by simply saying, “North, I want to head north.” They’ll see a few sights, perhaps even find the spontaneity a little exciting at first, but at the end of the trip, they’ll probably find that they have just managed to...
The Randomness of Global Equity Returns
Photo by Kyle Glenn on Unsplash Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest...
How to Prepare for Retirement
Photo by Kyle Glenn on Unsplash Investment opportunities exist all around the globe. Across more than 40 countries, there are over 15,000 publicly traded companies.[1] If you listen to the news, however, some countries may seem like better places to invest...
What Are Social Security Survivor Benefits?
Every year, tens of thousands of people retire. Many are under-prepared while few are over-prepared. It's a big decision that requires a great deal of planning and preparation. Have you thought about how you are going to retire? What are the people around you doing to...
