Each quarter we look at the funds in our investment lineup as well available funds not in our lineup, that meet our investment criteria. As we began to do that this year, we came across this slide deck showing the performance of Dimensional Funds up until December 31, 2023. Take

DOWNLOAD THE PDF The 3rd quarter was the first quarter this year that saw all markets decline. Global Real Estate was the biggest loser of the quarter at -6.49% followed by International Developed Stocks at -4.10%, the US Stock Market at -3.25%, surprisingly followed by the US Bond Market at

Government Shutdown – Will My Portfolio Go Down? You may have asked your advisor this question, googled this question, or just plain wondered “will my portfolio go down if the government shuts down?” The answer to this question is, probably not. This does not mean that you should not concern

If your neighborhood is anything  like mine, there are probably signs about a community yard/garage sale every weekend. With the wild flowers in full bloom, spring cleaning has begun and just about everyone is joining in. However, I pose this question, “why stop with your house?” Why not do some

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Click below to see how the markets across the world performed during the 4th Quarter. 4th Quarter Market Review 2018 PowerPoint Slides 4th Quarter Market Review 2018 PDF

Download the PDF We wanted to address a recent client question that we thought made a great point.  “If the S&P500 rises 7.71% this quarter and my account is up only 2% over the same quarter, am I losing out on return and is going to hurt my chances of

Staring Down a Bear Our Thoughts on the Markets Insight into MWA Rebalancing Methodology Understanding the Mechanics of a Client Question, “Am I losing out?” What’s Going on around the Mills Wealth Office