Predictable Mistakes

We believe that investors increase their chances of success by avoiding predictable mistakes, those practices that sound like they should work but have been shown time and again to have very low probabilities of success.

ROMO: Regret Over Missing Out | Financial Perspectives

In the first six months of 2024, NVIDIA has seen its stock price appreciate by just under 150%, which represented about 1/3 of the total gain of the S&P 500 in the same period. For those investors who did not own NVIDIA, they are likely experiencing ROMO. This week, Kent Kramer analyzes concentration of value and performance of the global stock market.

Whenever Possible, Don’t Do Dumb Things | Financial Perspectives

We believe that investors increase their chances of success by avoiding predictable mistakes -- those practices that sound like they should work but have been shown time and time again to have very low probabilities of success. This week, Kent Kramer examines different studies to help inform our fifth investment principle.

Chart of the Month – June 2024

No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market. 

Value vs Growth – What does that Mean?

Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized. 

3 Reasons to Own Foreign Stocks … Now! | Financial Perspectives

You may find yourself asking, "Why should I be invested outside the US, when the US market is doing so well relative to foreign stocks?" This week, Kent Kramer explains how this question can be answered by understanding risk management, global opportunities, and the currency effect.

Chart of the Month – April 2024

Trying to time the market and choosing to sell in reaction to headlines tends to be a predictable mistake. There always seems to be a reason to sell. 

2024 Looks as Uncertain as Ever | Financial Perspectives

The world is, and has always been, a surprising and uncertain place. This week, Kent Kramer dives into Foster Group's foundational investment principle #2: Embrace Uncertainty. He provides four positive reasons to embrace uncertainty and two big dangers of not embracing it.

Chart of the Month – March 2024

Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.

Basketball, Movies, and the Transformed Investor | Financial Perspectives

In this week's edition of Financial Perspectives, Kent Kramer covers everything from basketball and movies to Nobel Prize winners and a unique investment journey with Dave Butler, Co-CEO of Dimensional Fund Advisors.

Watch "Tune Out the Noise": https://film.dimensional.com
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The Seesaw of Finance

There are parallels between concepts in finance and concepts in physics. Let's take a look.