Wes Crill
Vice President, Research, Dimensional Fund Advisors
Large and In Charge? Giant Firms atop Market Is Nothing New.
While the types of businesses most prominent in the market vary through time, the fact that a small subset of companies’ stocks account for an outsized portion of the stock market is not new. Moreover, research suggests these stocks’ best performance might be in the rearview mirror. The takeaway is that relying on well-established investing…
Why Should You Diversify?
When international stock returns lag, investors may feel tempted to double down on their home market. Historical data suggests the long-term benefits of diversifying globally. With US stocks outperforming non-US stocks in recent years, some investors have again turned their attention toward the role that global diversification plays in their portfolios. In the five-year period…
The Uncommon Average
The US stock market has delivered an average annual return of around 10% since 1926.[1] But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful for investors saving for retirement to see the range of outcomes experienced historically. For example, how often…
- Categories Equities, S&P 500 & DJIA
- Tags asset allocation, DFA, retirement, S&P 500, U.S. equities
- Categories
- Equities, S&P 500 & DJIA
How Much Will My Retirement Income Cost? Part 2
Understanding how much future spending, or consumption, an investor’s savings can support is critical in planning for retirement. As we discussed in part 1, the S&P STRIDE Index Series can help by providing a framework for estimating the annual income stream available in retirement using the concept of the Generalized Retirement Income Liability or “GRIL”…
How Much Will My Retirement Income Cost? Part 1
Gaining clarity around the future spending, or consumption, that an investor’s savings can support is critical in planning for retirement. Being armed with information about retirement preparedness can inform one’s decisions about savings rate, expense budget in retirement, and investment selections. A first step towards solving this challenge is to understand how much retirement income…
- Categories Equities, Fixed Income, Uncategorized
- Tags equities, fixed income, retirement, S&P Stride, TIPS
- Categories
- Equities, Fixed Income, Uncategorized