07
Apr
Blog
06
Apr
Retirement Preparation Mistakes
Why are they made again and again?
Provided by Zachary H Armstrong, CFA
Much is out there about the classic finan...
23
Mar
How Market Cycles Can Impact Retirements
Sequence of returns can play a role in your overall portfolio.
Provided by Zachary H. Armstrong, CFA
A thoughtful...
26
Jan
History Shows That Stock Gains Can Add Up After Big Declines
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, be...
11
Jan
Market Review 2021: A Recovery Amid Challenges
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KEY TAKEAWAYS
Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing hi...
29
Nov
Is Inflation Peaking?
One lesser-known indicator is called the Baltic Dry Index.
Provided by Zachary H. Armstrong, CFA
You see it in prices...
17
Nov
The Underutilized Benefits of a Health Savings Account
Provided by Zachary H. Armstrong, CFA
Healthcare can be one of the priciest yet essential parts of life’s journey. And yet...
17
Nov
CAPE Fear: Should Investors Be Concerned With Market Valuations?
Warwick Schneller, PhD
Senior Researcher and Vice President, Dimensional Fund Advisors
Investors often look for signals...
