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A high-level overview from Pensions & Investments that illustrates Dimensional’s success with charts on the firm’s growth, performance, and low costs.

This report features world capital market performance and a timeline of events for the past quarter. 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.

The new 20 percent deduction for pass-through businesses created a powerful tax reduction tool for business owners who operate as partnerships, S-corporations or sole proprietorships.

Creating a portfolio you are comfortable with, understanding that uncertainty is a part of investing, and sticking to a plan may ultimately lead to a better investment experience. A financial advisor can provide the expertise, perspective, and encouragement to keep clients focused on the destination.

This report features world capital market performance and a timeline of events for the past quarter. 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.

For many investors, 2017 was a paradox. The harder they tried to enhance their results by paying close attention to current events, the more likely they failed to capture the rate of return the capital markets had to offer.