Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
Giant tech stocks can, after their rise, have marketlike returns. And tech advances can help all kinds of firms. Mark Gochnour and Jake DeKinder explain. This video was produced by Dimensional Fund Advisors. It was not created, written, or produced by Summit Financial Partners. Disclosures The information in this material is intended for…
Featuring Joel Schneider Deputy Head of Portfolio Management, North America Index funds are often viewed as low-cost, passive investments designed to avoid subjective decisions and to simply deliver the returns of an asset class. However, the providers who manage the benchmarks that are tracked by index funds must make a number of active decisions, and these decisions…
Non-US stocks have delivered a positive return thus far in 2025, helping offset the US stock market’s disappointing start to the year. But some of the sources for these positive returns may be surprising to investors. Potential fallout from tariffs has dominated the news cycle, and yet stocks of the primary targets for tariffs—Canada, Mexico,…
A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan. This video was produced by Dimensional Fund Advisors. It was not created, written, or produced by Summit Financial Partners. Disclosures The information in this material is intended for the recipient’s background…
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. View PDF Additional Materials Dimensional Quick Takes These succinct and shareable resources deliver a straightforward message about the markets to investors. Inflation Resources Inflation is a key consideration for many long-term investors,…
We have had a few conversations with clients lately about what is happening in the US and the world from both an economic and geopolitical perspective. There is a lot happening in fairly rapid succession, some of which are causing the equity markets to become more volatile. While everyone likes volatility on the upside, no…
Investing, like a roller coaster, has its ups and downs. One minute you’re climbing higher and the next a sudden decline makes your stomach drop. A few reminders can help investors to relax amid the turbulence. 1. Keep Your Eye on the Horizon When you invest, you can expect that both ups and downs…
Tariff Tensions About a week ago, we attended an insightful webcast presented by Dimensional, featuring renowned trade policy expert Douglas A. Irwin, the John French Professor of Economics at Dartmouth College. Professor Irwin discussed the historical impact of tariffs, their potential effects on the economy and markets, and their relevance in today’s global landscape, providing…
US inflation expectations have risen recently, perhaps in light of the consumer price index (CPI) data and potential increases in tariffs. The one-year break-even inflation rate, measured by the difference in yields between inflation-protected and nominal Treasuries, recently reached 3.99%, up from just 0.40% last September. Rising inflation expectations don’t necessarily require investors take action…
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty? First, they should remember that it’s challenging, at best, to predict a country’s returns by looking at the…
One of the concerns arising from tariff talks is the possibility of stagflation, or the combination of rising inflation and an economic contraction. But should investors act on this concern with their investments? Since 1930, the US has seen 12 years when negative GDP growth coincided with positive changes in the consumer price index (CPI)….
Tax Time is Coming! Figuring out exactly what the IRS wants each year can be a daunting task, but we have you covered! CLICK HERE to go through an interactive guide or click the image below to download the printable PDF to determining what documents you need to collect before filing your 2024 tax return. Navigating Taxes…
