Articles

Recent Market Volatility - Great Article from Dimensional Fund Advisors explaining how reacting emotionally and changing long-term investment strategies in response to short-term declines can prove more harmful than helpful. (click here)

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania - a great article from Dimensional Fund Advisors that helps investors view the role of Bitcoin relative to their overall portfolio. (click here)

Lessons for the Next Crisis - a great article from Dimensional Fund Advisors stressing the importance of sticking to your financial plan in the face of a volatile market. (click here)

Getting What You Don't Pay For - a great article from Dimensional Fund Advisors explaining the true cost of holding a mutual fund.  While expense ratios are a good indication, other less obvious costs, such as for trading, are examined. (click here)

The Profitability Premium - a great article from Dimensional Fund Advisors explaining the connection between current and expected profitability. (click here)

Active-Passive Powerhouse - Dimensional Fund Advisors was featured in this Wall Street Journal article describing their unique approach to investment management. Saranap Wealth Advisors is proud to be approved to offer our clients access to these great investment portfolios. (click here)

Back to School - a great article from Dimensional Fund Advisors providing insight to the often complicated topic of college savings. It's informative and written in a fun, easy to follow format that I think you'll enjoy.  (click here)

Market Reviews

2018, 1st Quarter Market Review (click here)

2017 Annual Market Review (click here)

2017, 4th Quarter Market Review (click here)

2017, 3rd Quarter Market Review (click here)

2017, 2nd Quarter Market Review (click here)

2017, 1st Quarter Market Review (click here)

2016, 4th Quarter Market Review (click here)

2016, 3rd Quarter Market Review (click here)

2016, 2nd Quarter Market Review (click here)