Quarterly and Annual Market Review – Q4 2016
This report features world capital market performance and a timeline of events for the past quarter and the past year. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. CLICK HERE! QUARTERLY AND ANNUAL MARKET REVIEW
Pursuing a Better Investment Experience #6: Practice Smart Diversification
It’s not enough to diversify by security. Deeper diversification involves geographic and asset class diversity. Holding a global portfolio helps to lower concentration in individual securities and increase diversification. Over long periods of time, investors can benefit from consistent exposure in their portfolios to both US and non-US equities. While both asset classes offer the potential to earn positive expected returns in the long term, they may perform quite differently over shorter cycles. The performance of [...]
The Active-Passive Powerhouse
Park + Elm has long been a partner of some of the brightest minds in the financial industry at Dimensional Fund Advisors. We share the desire to pursue better financial outcomes for our clients by implementing compelling, Nobel Prize winning ideas for your benefit. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We are privileged to have access to these funds that [...]
Pursuing a Better Investment Experience #5 – Consider the Drivers of Returns
Throughout history, many of the greatest advancements in finance have come from Academia. Our investment philosophy has been shaped by decades of research by leading academics. We structure portfolios on the principles that markets are efficient; that returns are determined by asset allocation decisions, and that portfolios can be structured around dimensions of expected returns identified through academic research. It is through our strategic partnership with Dimensional Fund Advisors, a leading global investment firm that has [...]
Back to School
Education planning is a complex issue. A disciplined approach to saving and investing can help remove some of the uncertainty from the planning process. With the increasing price tag of higher education, talking to your advisor about investment vehicles for college is crucial. Check out this in depth look by Dimensional Fund Advisors at planning for higher education, and contact us if you want to know more about the significant benefits of funding a 529 [...]
Market Returns During Election Years
Making investment decisions based on the outcome of presidential elections is unlikely to result in reliable excess returns for investors. At best, any positive outcome will likely be the result of random luck. At worst, it can lead to costly mistakes. This presentation takes a historical look at how major US, international developed, and emerging markets indices have performed during or after a US presidential election. Market Returns During an Election Year
