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Excel University | Mar 2, 2020

Quarterly Client Letter – 2019 Q3

Quarterly Client Letter

If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two?

Now, what if we asked how long you could go without

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Excel University | Jul 1, 2019

Quarterly Client Letter – 2019 Q2

Quarterly Client Letter

Amid tariff wars and temporary truces, Brexit bewilderment and historic Hong Kong rallies, the global thermometer isn’t the only gauge that may leave you and

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Excel University | Apr 1, 2019

Quarterly Client Letter – 2019 Q1

Quarterly Client Letter

Another quarter has come and gone; a tick of the second hand in your lifelong financial journey.

At this moment, we can compare and contrast the current

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Excel University | Jan 7, 2019

Here’s The Prescription

Information
As much as I enjoy the unfettered access to information the internet provides, I recognize the potential harm that too much information can cause
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Excel University | Oct 1, 2018

David Booth on the Power of Professional Advice

Professional Advice
Investment
Video

Dimensional founder David Booth shares his perspective on the value of professional advice. In an uncertain world, the right financial advisor can help

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Excel University | Jul 2, 2018

Global Diversification

Investment
Global Diversification
Video

David Booth speaks on global diversification, highlighting its role in avoiding extreme investment outcomes and emphasizing the

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Excel University | Apr 3, 2018

10 Things To Do Right Now While Markets Are (Not Really) Tanking

Market

“This is a test; this is only a test. Had this been an actual emergency…”

The truth is, the markets are not tanking as we write this piece. In fact, overall

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Excel University | Apr 2, 2018

You, Your Financial Well-Being and the Federal Reserve

Financial Well-Being
Federal Reserve

After nearly a decade of leaving the federal funds rate at zero percent, the time finally came on December 16, 2015: The U.S. Federal Reserve (the Fed) raised

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Excel University | Feb 2, 2018

Dimensional On: Recent Market Volatility

Market
Video

Jake DeKinder, Head of Advisor Communication, explains why investors should view recent market declines as part of the nature of

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Excel University | Feb 1, 2018

Perspectives on Market Volatility

Market
Video

Dimensional thought leaders discuss principles that may help investors during periods of increased market volatility.

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Excel University | Dec 6, 2017

Can You Predict a Good Time to Buy and Sell Stocks?

Securities
Video

Can investors predict when to buy and sell securities? In this client-ready video, Jim Davis, PhD, runs more than 780 tests on data from 15 stock

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Excel University | Dec 5, 2017

Applying Science to Investing

Science
Video

An introduction to Dimensional for investors, this video underscores how science has transformed investing.

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