Pursuing a Better Investment Experience Download 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 … Continue reading Investment Management
Time the Market at Your Peril
Fourth quarter 2022David Booth, Executive Chairman and Founder, Dimensional Fund Advisors Technology enables immediate access to everything wherever and whenever we want it. In many cases, such as staying in touch with friends and family, or learning about world events, that’s a good thing. However, when it comes to investing and money management, my fear … Continue reading Time the Market at Your Peril
4Q22 Market Review
Our 4th quarter 2022 market review is now available, here
3Q22 Market Review
Our 3rd quarter 2022 market review is now available, here
1Q22 Market Review
Our 1st quarter 2022 market review is now available, here
Highland in the news
Our Ponte Vedra, Florida wealth advisor, Beverly Whitman CFP® CPA, recently spoke about financial literacy at the Women Empowering Women group. Story: https://pontevedrarecorder.com/stories/women-empowering-women-grows-in-popularity-among-local-professionals,14171
2Q21 Market Review
Our 2nd quarter 2021 market review is now available, here
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?
3Q20 Market Review
Our 3rd quarter 2020 market review is now available, here
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