Insights

Can an individual broker/advisor and their team consistently deliver outperformance? Perhaps we can look to the mutual fund industry for the answer. Afterall, individual brokers/advisors and their teams are essentially a smaller version of larger active mutual fund managers. Both are looking to deliver outperformance through specific stock picking and market timing. Each year, Dimensional analyzes returns from a large sample of US-based mutual funds. The objective is to assess the performance of mutual fund managers relative to benchmarks.* This
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This May, the U.S. Treasury will announce new Series I Savings Bonds will earn a healthy 9.6% annualized rate. This very attractive yield has generated a good number of questions about the use of Series I Savings Bonds. To answer them, we first need to understand what these securities are and how they work. Series I Savings Bonds are issued by the U.S. Treasury and earn interest for 30 years that is federally taxable but exempt from any state or
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KEY TAKEAWAYS With inflation at its highest level in decades and the US Federal Reserve raising interest rates, investors may be wondering whether they should devote more of their portfolios to dividend-paying stocks. There’s no strong evidence that dividend stocks have delivered superior inflation-adjusted performance during periods of high inflation or rising interest rates. Investors can put themselves in a better position to achieve their financial goals by staying disciplined, diversifying broadly, and considering strategies designed to outpace or hedge
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