From Morningstar Dimensional Fund Advisors has forged a strong and distinctive culture that has served investors well. The firm's low-cost structure and disciplined approach to investing, launching new strategies, and qualifying the financial advisors who use its funds help set it apart. It reflects a consistent,...
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Key Points Stock market valuation can be looked at through different lenses, each with their own benefits and limitations. Shiller’s CAPE is a good long-term tool for gauging long-term returns; but not for short-term market timing. Traditional P/Es show less extreme valuations; but rising interest rates should be...
Read MoreAs the New Year approaches, many are considering year-end gifts to the people and charitable organizations. Giving is wonderful and generous thing to do. Not to mention, it feels great to give. And, maximizing your tax savings when you do it only enhances that feeling. Here...
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