Geopolitical Risk

March 11, 2026

Wars can shake markets, but prices quickly reflect new information. History shows disciplined investors are usually best served by staying invested.

Weighing In on Equal Weights

March 10, 2026

3 Lessons from Investing’s “Moneyball” Moment

March 9, 2026

Why Small Caps Belong in Your Portfolio

March 5, 2026

AI Data Centers and Emissions Q&A Part 1: Primer on Carbon Accounting

March 3, 2026

Insights & Updates

March 13, 2026

The Informed Investor: The Panic in Private Credit: For Investors, It’s Complicated

In Episode 36 of The Informed Investor podcast: We assess the numerous tradeoffs facing investors who may be intrigued with private credit.

March 11, 2026

Geopolitical Risk

Wars can shake markets, but prices quickly reflect new information. History shows disciplined investors are usually best served by staying invested.

March 10, 2026

Weighing In on Equal Weights

Equal-weighting reduces big-stock concentration but strays far from market prices, increases trading and taxes—making it a questionable fix for diversification.

March 9, 2026

3 Lessons from Investing’s “Moneyball” Moment

100 years of market data show stocks return ~10% annually—proving diversification, human ingenuity, and long-term discipline beat trying to outguess the market.

March 6, 2026

Bonds Can Help When Your Portfolio Is Too Volatile

In Episode 35 of The Informed Investor podcast, Dimensional experts share five reasons to own bonds and how different fixed income can support investor goals.

March 5, 2026

Why Small Caps Belong in Your Portfolio

Small caps have historically outperformed large caps and make up ~10% of the market. Including them helps diversify and capture tomorrow’s potential winners.

March 3, 2026

AI Data Centers and Emissions Q&A Part 1: Primer on Carbon Accounting

AI data centers use massive energy, raising emissions and complicating carbon accounting. Understanding scopes 1, 2, and 3 helps measure companies’ true climate

February 27, 2026

The Informed Investor: What’s Wrong with an Equal-Weighted Portfolio?

In Episode 34 of The Informed Investor podcast: Concerned about concentration? Why not equal-weight a broad-market index?

February 26, 2026

Bond Yield-Curve Movement

Global yield curves shifted in 2025—US rates fell, many others rose—boosting opportunities for flexible, diversified bond portfolios.

February 25, 2026

Indices Should Use a Dryer Sheet

When credit spreads widen, premiums for lower-rated bonds have historically been higher on average, yet index bond funds often cannot adjust credit exposure dyn

February 20, 2026

The Informed Investor: Are You Trading Away Your Returns?

In Episode 33 of The Informed Investor podcast: What if the biggest threat to your investment returns isn’t picking the wrong stocks—but how you trade them?

February 19, 2026

inCAPEable

The CAPE ratio ended 2025 near a 25-year high, but that doesn’t mean it’s time to turn bearish on stocks

Weighing In on Equal Weights

3 Lessons from Investing’s “Moneyball” Moment

Why Small Caps Belong in Your Portfolio

AI Data Centers and Emissions Q&A Part 1: Primer on Carbon Accounting

Insights & Updates

The Informed Investor: The Panic in Private Credit: For Investors, It’s Complicated

Geopolitical Risk

Weighing In on Equal Weights

3 Lessons from Investing’s “Moneyball” Moment

Bonds Can Help When Your Portfolio Is Too Volatile

Why Small Caps Belong in Your Portfolio

AI Data Centers and Emissions Q&A Part 1: Primer on Carbon Accounting

The Informed Investor: What’s Wrong with an Equal-Weighted Portfolio?

Bond Yield-Curve Movement

Indices Should Use a Dryer Sheet

The Informed Investor: Are You Trading Away Your Returns?

inCAPEable

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