This year's Speaker Forum and Reception will feature Dimensional Funds Vice President Scott Bosworth presenting his topic, "Implications of Investor Behavior." The Forum will be held on October 11th at 5:30 p.m. in the University Business Center at California State University, Fresno. Please see invitation and speaker bio for further details.
Portfolio Advisors Blog
When news breaks and markets move, content-starved media often invite talking heads to muse on the repercussions. Knowing the difference between this speculative opinion and actual facts can help investors stay disciplined during purported "crises." Click below for full article.
How much risk one takes is an important part of the financial planning process. While the degree of risk and associated volatility is highly client specific, being able to stick with the plan throughout both the ups and downs of the market is the key to achieving long term rewards. This video helps reinforce the importance of investors sticking with the plan and also helps illustrate the approach that Portfolio Advisors takes toward investing. Click here for video
"Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right." This article, written by Dimensional Funds Vice President Jim Parker, sheds light on some of the things that are going right.
To read more about this subject, click here: Ten_Reasons_to_be_Cheerful.pdf
This short and compelling article reinforces the premise that "Investors can benefit from consistent exposure to both US and non-US equities." It examines "The Lost Decade," a period in which the S&P 500 recorded a total return of -9.1%. The article goes on to point out that while the S&P 500 was negative for this 10 year period, "conditions were more favorable for global equity investors as most equity asset classes outside the US generated positive returns over the course of the decade." By investing in both US and non-US equities, investors are best positioned to capture global market returns.
Please click this link to access the complete article: Why-Should-You-Diversify.pdf