YOLO, Meme, and EMH: What’s Your Investment Style?

By: Marlena Lee, PhD, Global Head of Investment Solutions, Dimensional Fund Advisors  You only live once! Social media investors have banded together on unconventional platforms to drive up the prices of a handful of “meme stocks,” seemingly without traditional evaluation of investing risks and rewards. They made headlines with their “short squeeze” of GameStop (GME), … Continue reading YOLO, Meme, and EMH: What’s Your Investment Style?

2Q20 Market Review

Our 2nd quarter 2020 market review is now available, here. Equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices, US equities outperformed non-US developed markets and emerging markets. Value stocks underperformed growth stocks, and small caps outperformed large caps. REIT indices underperformed equity market indices in both … Continue reading 2Q20 Market Review

Advisor Services

"Highland Investment Advisors provides a turn-key asset growth program to help independent financial advisors build fee-based practices. We empower reps to be their client’s Chief Investment Officer (CIO) and eliminate back and middle office headaches."Adam S. Drake, CFADirector, Advisor Services schedule a call OVERVIEW Your time as an advisor is best spent strengthening current relationships … Continue reading Advisor Services

Investment Management

Our Core Beliefs About Investing Diversify Globally. We believe diversification among and within asset classes in order to manage risk is prudent. Successful investing means not only capturing risks that generate expected return but reducing risks that do not. Avoidable risks include holding too few securities, betting on countries or industries, following market predictions, and … Continue reading Investment Management