French develops a flexible and comprehensive framework for portfolio design using the global average of all investors and the global portfolio of all stocks, bonds, and other financial assets as reference points.

We run down the taxes, penalties, and other risks of using retirement assets for a home purchase.

Against the backdrop of inflation, the monetary policy response of the US Federal Reserve has become the center of attention for many US and global fixed-income investors.

From contributions to conversions to distributions, don't fall into these traps.

Volatility may stay elevated for a bit longer, as investors look for confirmation that the new equilibrium between Russia and the West does not involve a disruption to commodity supply.

When we examine major geopolitical events over the past 60 years, we found that while equity markets often reacted negatively to the initial news, geopolitical sell-offs were typically short-lived and returns over the following 6- and 12-month periods were largely in line with long-term average returns.

Investors should stay calm despite the conflict between Russia and Ukraine.

One-third of New Capital clients have Fidelity Charitable Donor Advised Funds, representing over $1.4 million dollars. In 2021, New Capital clients contributed over $225k into their DAF accounts and recommended over $380k in charitable donations.

In a world of inflation, investors sitting on cash need to step into the ring and fight. And simple math shows why stocks can be a basic fighting tool.

Has tax season become a frustrating paper chase? These tactics can buy you some relief.

You have made the decision to target the size, value, and profitability premiums in equities, which is great, but it is only a great starting point. There are many questions to consider when incorporating these premiums into real-world asset allocations.

The worst of the market's decline may be over. Now we could be in a holding pattern.

Investors must recognize that 2022 will likely continue to be a bumpy ride. As a result, prudent sector and security selection through active management will be more critical than in recent memory.

Over time, the inevitable market valleys have given way to higher peaks. It's why we continue to invest for long-term goals, such as retirement. And it should be our goals that govern our approach to investing.

It was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go, as well as the enduring benefits of diversification and flexibility.

Here's what faster-than-expected Fed rate hikes may mean for investors.

The longer the legislative process drags out, the less clear the outcome.

From addressing the challenges of inflation and all-time market highs to ESG investing and GameStop, here is a look at some of the best original pieces published by Dimensional this year around some of the industry’s hottest topics.

The premium for inflation insurance may exceed the risk of inflation itself.

Federal Reserve officials are closing out 2021 with a hard pivot toward a more-aggressive pace of interest-rate increases next year in response to a strengthening job market and unexpectedly stubborn inflation pressures.