Living with Volatility, Again

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Condensed from an October 2014 article by Dimensional Vice President Jim Parker Volatility is back. For those people thinking that markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm… Read More »

Retirement Planning: Balancing Wealth and Income Considerations

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Retirement planning is a balancing act. Investors have to weigh capital preservation priorities with strategies to fund retirement income so that their investment portfolio can supply sufficient cash flow for the duration of life—and through different economic and market conditions. Portfolio endurance is driven by three main factors: asset mix, retirement spending level, and investment… Read More »