Market Briefing

  • June 6, 2022

June 2022 After some sharp daily declines, U.S. equities rallied back toward the end of the month to finish higher in May. Small and mid-cap stocks fared better on average than large caps. As inflation concerns continued to weigh on…

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Market Briefing

  • March 15, 2022

March 2022 U.S. equities had mixed results in February with small and mid-cap equity indexes posting modest gains while large caps declined. The negative market reaction to the disappointing earnings forecast from Meta Platforms helped fuel an early month decline.…

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Market Briefing

  • January 13, 2022

January 2022 Equity indexes advanced in December with the large, mid and small cap segments of the market all enjoying strong gains.  Economic news headlines were mostly positive for the month. An exception to this was the payroll report for…

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Market Briefing

  • December 19, 2021

December 2021 Equity indexes declined in November. However, large cap stocks continued their recent outperformance relative to mid and small cap stocks. Economic news headlines were mostly positive for the month. The payroll report for October was strong leading to…

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Dimensional Lowers Fees on Mutual Funds and ETFs

  • December 17, 2021

Dimensional Fund Advisors, a global leader in systematic factor investing, will reduce management fees across 47 mutual funds and three exchange-traded funds (ETFs), effective February 28, 2022. The changes represent a 13% reduction on an asset-weighted basis1 for the impacted funds,…

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Market Briefing

  • November 19, 2021

November 2021 Equity indexes posted strong advances in October with large cap stocks outpacing mid and small cap stocks. Economic news headlines were mostly positive for the month. September payrolls came in below estimates. Manufacturing and non-manufacturing indexes continued to…

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