Bond Yield-Curve Movement

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February 26, 2026

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

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Indices Should Use a Dryer Sheet

Indices Should Use a Dryer Sheet

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February 25, 2026
inCAPEable

inCAPEable

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February 19, 2026
Wes Crill Explains Why Small Caps Belong in Your Portfolio in FT Op-Ed

Wes Crill Explains Why Small Caps Belong in Your Portfolio in FT Op-Ed

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February 17, 2026
A Trillion Reasons to Give Thanks

A Trillion Reasons to Give Thanks

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February 9, 2026

Insights & Updates

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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?

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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.

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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

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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?

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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

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February 17, 2026

Wes Crill Explains Why Small Caps Belong in Your Portfolio in FT Op-Ed

In this op-ed for the Financial Times Dimensional’s Wes Crill explains why small caps belong in your portfolio.

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February 13, 2026

The Informed Investor: Do You Know These 12 Investing Acronyms?

In Episode 32 of The Informed Investor podcast: Can you define BRICS or BATMMAAN?

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February 9, 2026

A Trillion Reasons to Give Thanks

David Booth launched Dimensional from the spare bedroom of his Brooklyn apartment in 1981. Forty-five years later, the firm has reached $1 trillion AUM.

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February 6, 2026

Concentration Concerns

US stocks are increasingly driven by a handful of mega-caps. Investing globally can reduce concentration while keeping broad, diversified market exposure.

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February 6, 2026

The Informed Investor: Can Emerging Markets Keep Rallying in 2026?

In Episode 31 of The Informed Investor podcast: After a long drought, emerging markets bounced back last year. Now what?

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February 4, 2026

Examining Growth Stocks’ Performance Surprise over the Last Decade

Since 2015, growth firms saw higher profits and valuations than value. Capturing premiums works best by weighing both valuation and future profitability.

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January 30, 2026

The Informed Investor: The Death of the 60/40 Portfolio?

In Episode 30 of The Informed Investor podcast: If a traditional investment portfolio with 60% stocks and 40% bonds has a down year, should you abandon this app

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