The New Capital Journal

Financial news, views, advice, and guidance.

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All, Partners Dimensional All, Partners Dimensional

Alternative Reality

Some investors, in search of additional potential volatility reduction or return enhancement opportunities, may even try to extend the opportunity set beyond stocks and bonds to other assets, many of which are commonly referred to as “alternatives.”

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All, Partners Dimensional All, Partners Dimensional

The Tao of Wealth Management

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

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All, Partners Dimensional All, Partners Dimensional

Where's the Value?

From 1928–2017 the value premium in the US had a positive annualized return of approximately 3.5%. In seven of the last 10 calendar years, however, the value premium in the US has been negative.

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