The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Despite all the promise of AI, I prefer to accept market prices rather than prices from algorithms.

Congratulations to the high school and college Class of 2023! We highly recommend this article to all graduates and their families and hope that it will encourage you to continue your personal and financial growth.

If your wealth is highly concentrated in any one individual stock, take this opportunity to learn an important lesson: While many people think they know more than other investors, none of us knows more than the market.

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

Watch a recording of our webinar: Q1 Market Review presented by Leonard Golub, CFA.

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

People are naturally concerned about their own lifetime financial experience, but maybe even more about the financial future of the people they’ll leave behind.

Investments 101 is New Capital's foundational training session for clients to better understand markets and investments.

What happens when companies or individuals get hit with bad news? We don’t just sit there and take it—we try to figure out how to get back on track.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers.

Prices change based on what’s happening right now and what people think will happen in the future.

Watch a recording of our webinar: Year End Market Review presented by Leonard Golub, CFA.

The DFA 2022 Annual and Q4 Market Reviews feature world capital market performance and a timeline of events for the past year and the past quarter. 

What has stayed constant throughout my life is the power of people to make progress in the face of challenges.

My fear is that faster and easier ways of investing will allow people to lose more money faster and easier.

Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead of economic reports.

With over 200,000 financial advisors in the United States, how do you pick one?

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Connecting life principles to investment principles is a powerful way to ground abstract principles in reality, and to connect over universal experiences and feelings.