From rising interest rates to the outperformance of the Magnificent 7, it was an eventful year for markets. Below, we look back and summarize Dimensional’s perspective on some of the key events for investors
With careful planning, and provided you follow the rules, the tax code allows you to use the home sale gain exclusion every two years.
An investment process with the flexibility to rebalance continuously through time can maintain asset class exposures more consistently (potentially capturing premiums more reliably) and potentially avoid unnecessary costs.
By being proactive and intentional in managing lifestyle creep, you can avoid financial hardships during retirement. Implement these 4 practical strategies to gain control over your expenses and pave the way towards achieving financial stability and comfort.
Discover why recession announcements should not cause panic among investors. Historical data reveals positive average US equity returns post-recession, emphasizing the importance of a disciplined long-term investment strategy.
Discover the intriguing behavior of stock market investors and their tendency to sell when prices drop. By comparing real estate and the S&P 500, delve into the concept of perceived risk and uncover the factors behind this investor behavior. Find out why turning off the news and focusing on your life may benefit your investment portfolio.