Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
RICHMOND, Va. — There are a few tax changes we should consider as we wrap up the year. Jennifer Luzzatto, CFA, CFP, AIF, CeFT of Strathmore Capital Advisors stopped by to share her insight on the topic. For more information, visit the Strathmore Capital Advisors website. Read Full Article and Watch the Video
RICHMOND, Va. — It’s the time of year when a lot of people are thinking about donating to causes that are important to them. Read Full Article and Watch the Video
RICHMOND, Va. — Jennifer Luzzatto, CFA, CFP, AIF, CeFT of Strathmore Capital Advisors stopped by to share her insight on the topic. For more information, visit the Strathmore Capital Advisors website. Read Full Article and Watch the Video
RICHMOND, Va. — Jennifer Luzzatto, Director of Trading at Strathmore Capital Advisors, shared practical tips for tackling your 2026 taxes and avoiding costly mistakes. Read Full Article and Watch the Video
Anybody who knows me knows about my belief in the power of markets. This perspective is grounded in my belief in human ingenuity: our inherent drive to solve problems, to rise to the occasion in the face of uncertainty, to be helpful to one another, and in doing so, to make each other’s lives…
By Karen Umland, CFA Senior Investment Director and Vice President, Dimensional Fund Advisors. In the first half of 2025, developed markets outside the US returned 19.0%, outperforming the US and emerging markets.1 But that outcome masks the wide range of returns across individual countries, from Spain’s 43.0% to Denmark at −5.5%. This kind of dispersion isn’t unusual—it’s a…
By Kaitlin Hendrix, CFA Asset Allocation Research Director and Vice President, Dimensional Fund Advisors. KEY TAKEAWAYS • Market-cap weights for securities, industries, and countries provide an instantaneous, continuously updated snapshot of diversification. • By breaking the link with market prices, gross domestic product (GDP) weighting may lead to sizeable and unwelcome over- or underweights. • Dimensional…
Asset class index funds are often considered a way to get passive exposure to a market segment. But indices are just representations of the market, composed according to the rules determined by the index. This is particularly evident in the US small cap stock space, where overlap statistics indicate substantial differences in holdings. For example,…
By Karen Umland, CFA, Dimensional Senior Investment Director and Vice President Since mid-June, news around the world has focused on the conflict between Israel and Iran. As with any major geopolitical event, investors face uncertainty about the impact these events might have on global economies and financial markets. Taking a broad perspective, investing for the…
Whether you’re a recent college graduate thinking about starting a business or an experienced entrepreneur taking on your next venture, you undoubtedly feel like you’re confronting a world filled with uncertainty. After all, the future is highly unpredictable. When I launched Dimensional Fund Advisors with some partners in 1981, people didn’t use the term “startup,”…
One of my favorite parts of high school biology was dissecting animals.1 It certainly wasn’t for everyone, but I found it illuminating to learn more about how organisms function. While I’ll save fun facts about snake anatomy for another day,2 breaking down the anatomy of inflation-protected bonds versus their nominal (non-inflation-protected) counterparts may be useful for investors…
By Kristi Higgins, Dimensional Investment Strategist and Vice President For investors seeking positive future returns, Bitcoin offers little reliable reason to expect them. But could it make sense for investors seeking a store of value? My three-year-old likes to put Goldfish crackers in his pocket to “save them for later.” He is often disappointed later when he…
