US Small and Value Opened Strong in 2026

March 23, 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.

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

March 17, 2026

Geopolitical Risk

March 11, 2026

Insights & Updates

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.

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