Oil Price Uncertainty

April 2, 2026

Oil price swings add uncertainty, but their link to stock returns is weak. Predicting oil prices offers little edge for investment or asset allocation decisions

Public Proxy for Private Credit

March 31, 2026

Quarterly Review: Stocks Pull Back from Highs as Markets Are Tested

March 25, 2026

US Small and Value Opened Strong in 2026

March 23, 2026

AI Data Centers and Emissions Q&A, Part 2: Impact on Carbon Footprint

March 17, 2026

Insights & Updates

April 3, 2026

The Informed Investor: What Did Bob Pisani Learn from 35 Years on Wall Street?

In Episode 39 of The Informed Investor podcast: CNBC’s Bob Pisani shares 35 years on Wall Street and lessons from witnessing history unfold.

April 2, 2026

Oil Price Uncertainty

Oil price swings add uncertainty, but their link to stock returns is weak. Predicting oil prices offers little edge for investment or asset allocation decisions

March 31, 2026

Public Proxy for Private Credit

Private credit has grown rapidly, but limited transparency clouds risks. Falling BDC prices suggest markets may see declining value in private credit assets.

March 25, 2026

Quarterly Review: Stocks Pull Back from Highs as Markets Are Tested

Market volatility was high near the end of the first quarter as investors weighed the impact of conflict in the Middle East and other global issues.

March 23, 2026

US Small and Value Opened Strong in 2026

Small cap and value stocks surged in 2026, flipping prior trends—highlighting how quickly markets shift and why timing them can hurt long-term results.

March 20, 2026

The Biggest Risk in Investing? It’s You!

In Episode 37 of The Informed Investor podcast: A discussion about the homespun advice that every investor needs to hear.

March 17, 2026

AI Data Centers and Emissions Q&A, Part 2: Impact on Carbon Footprint

AI data centers are rapidly boosting energy demand, complicating emissions tracking and increasing companies’ carbon footprints across scope 1, 2, and 3.

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.

Public Proxy for Private Credit

Quarterly Review: Stocks Pull Back from Highs as Markets Are Tested

US Small and Value Opened Strong in 2026

AI Data Centers and Emissions Q&A, Part 2: Impact on Carbon Footprint

Insights & Updates

The Informed Investor: What Did Bob Pisani Learn from 35 Years on Wall Street?

Oil Price Uncertainty

Public Proxy for Private Credit

Quarterly Review: Stocks Pull Back from Highs as Markets Are Tested

US Small and Value Opened Strong in 2026

The Biggest Risk in Investing? It’s You!

AI Data Centers and Emissions Q&A, Part 2: Impact on Carbon Footprint

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

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