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
Some investors may have anticipated a big year for the value premium in 2023 given the historic weak stretch from July 2017 to June 2020 and subsequent bounce-back leading up through the end of 2022.
Inflation has started to cool off, and real economic growth continues to be stronger than most forecasters were predicting to start the year.
Today I wanted to jump on real quick with the close of the third quarter of 2023 and talk about Squire's perspective on markets and current economic conditions.
With careful planning, and provided you follow the rules, the tax code allows you to use the home sale gain exclusion every two years.
Even if you manage to land a big winner once or twice, our research has found that this luck is unlikely to repeat throughout a lifetime of investing.