A Track Record of Performance

As you know, Dimensional funds is one of the primary tools we use in the development of our evidence-based, globally diverse portfolios. From time-to-time, clients reference Morningstar and their rating system as it relates to Dimensional funds. There is an inherent...

SIM Issue Briefs: School Is In Session

With the school year nearing its end, and summer break on the horizon, many are likely thinking about how best to prepare for their children’s and/or grandchildren’s college expenses now that they are one year closer to college life. Now is a good time to sharpen...

What Makes You Happy?

Attached is a 75 year study by Harvard University on leading a fulfilling life. Keep in mind, this study was done by generations of researchers. Although no one would be surprised that money, homes, cars, vacations and stuff in general aren’t the secret to...

Prediction Season

The close of each calendar year brings with it the holidays as well as a chance to look forward to the year ahead. As you might have already experienced, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may...