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Market Returns through a Century of Recessions

What does a century of economic cycles teach investors about investing? DFA’s interactive exhibit examines how stocks have behaved during US economic downturns.

Market Briefing

August 2022 U.S. equities enjoyed a strong rebound in July with gains extending across all capitalization sectors. This was despite the expectations of continued Fed rate hikes and persistent high inflation. Economic headlines were mixed. Factory orders were higher for…

Beware the Hidden Costs of Indexing

How to Interpret the Headlines.

Market Briefing

July 2022 U.S. equities suffered broad declines in June with losses extending across all capitalization sectors. The persistent high inflation and concerns that Fed rate hikes would cause a recession weighed heavily on stock prices. Although employment remained strong, some…

Wharton professor Jeremy Siegel says that the S&P 500 has likely already priced in a recession, so ‘we’re closer to the lows than the highs’

Economist Jeremy Siegel believes that stocks are close to the bottom despite ongoing volatility. Sizzling inflation rocked the S&P 500 last week as it plummeted over 6%. But Siegel said that the index has probably already priced in a “mild…

Market Briefing

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…

Market Briefing

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.…

Market Briefing

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…

Trading at Dimensional: The Flexibility to Find a Better Price

Being selective about when to buy and sell securities can lead to better execution prices—and better returns for investors.

Market Briefing

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…

Dimensional Lowers Fees on Mutual Funds and ETFs

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,…

Market Briefing

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…

Market Briefing

October 2021 Equity indexes retreated in September with large cap stocks declining more than mid and small cap stocks. Economic news headlines were mixed for the month. August payrolls grew at a disappointing rate. Manufacturing and non-manufacturing indexes continued to…

Market Briefing

September 2021 Stock averages advanced in August with large cap issues continuing to outpace mid and small cap stocks. Economic news headlines were mostly positive with factory orders, payrolls, manufacturing and services indexes showing growth. Retail sales and durable goods…

‘Everything Screams Inflation.’ How to Interpret the Headlines.

How to Interpret the Headlines.

Market Briefing

August 2021 Stock market averages posted mixed results in June as economic headlines had investors vacillating between favoring cyclical or growth issues and ultimately choosing the latter to close the month. Large and small cap indexes outperformed mid-caps in June.…

Swing in Small Value Stocks Shows Benefits of Staying the Course

Returns can vary over time, but small value stocks have outperformed over the long term. A recent 13-month span showed how quickly the premiums can appear.

The Numbers Are In: Flexible Trading Helps Across Markets

For over 40 years, Dimensional has employed a systematic and cost-effective approach to capture every bit of return they can for clients, in the real world.

The Cost of Trying to Time the Market

The impact of missing just a few of the market’s best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows.

Out of Bounds: Style Drift in the Russell 2000 Value Index

Outsize index fund positions in meme stocks draw attention to the style drift arising from infrequent rebalancing. Small cap value index fund investors may have less in small value than they expected.

Market Briefing

July 2021 Stock market averages posted mixed results in June as economic headlines had investors vacillating between favoring cyclical or growth issues and ultimately choosing the latter to close the month. Large and small cap indexes outperformed mid-caps in June.…

Wes Crill in the Financial Times: Small Cap Value Rebound ‘Good News’ for Investors

Wes Crill, Head of Investment Strategists and Vice President, spoke to the Financial Times about the “close to unprecedented” rebound of small cap value stocks in recent months

Market Briefing

June 2021 After some volatile trading sessions for May, stock market averages finished in positive territory with the small and mid-cap segments outpacing the gains in large capitalization stocks. Earnings reporting season concluded with a larger than average percentage of…

Do Downturns Lead to Down Years?

Stock market slides over a few days or months may lead investors to anticipate a down year. But the US stock market had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of…

Why Investors Might Think Twice About Chasing the Biggest Stocks

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.

Market Briefing

May 2021 Stock prices moved higher in April with positive average performance across market capitalization sectors. The news headlines during the month continued to reflect economic expansion. The indexes that measure manufacturing and non-manufacturing activity both indicated growth above forecasts.…

Mutual Fund Landscape

This annual report documents the power of market prices by assessing US-based mutual fund performance relative to benchmarks over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds, and the impact of high…

Market Briefing

April 2021 Stock prices continued their advance in March with average performance about equal among the market capitalization segments. Economic news was mostly positive during the month. Higher manufacturing  index readings, rising factory orders and a surprisingly strong payrolls number…

What History Tells Us About The Market and Control of US Congress

Nearly a century of US stock market returns suggests that making investment decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes. From 1927 to 2020, stocks trended higher regardless of whether Democrats…

Monroe Capital, LLC. President & CEO, Ted Koenig on Direct Lending and Private Credit

Listen in as Theodore Koenig examines what he views as the critical shift of investor interest in direct lending following the Great Financial Crisis.

iQ401k Becomes White Coat Investor’s Retirement Plan Provider

We are excited to announce that iQ401k (division of FPL Capital Management) has been selected as the retirement plan service provider for the White Coat Investor 401(k) Plan. iQ401k is an “open architecture” retirement plan platform that offers ERISA fiduciary,…

Direct Lending Strategies Rise in Popularity

Direct lending strategies become increasingly popular as investors seek income in today’s low interest rate environment. Learn about the features of direct lending.

Blackstone, Starwood Capital Team Up in $6 Billion Purchase of Extended Stay

The two investment firms agreed to evenly split ownership of hotel operator Read the full article >

Tales from the Crypto: How to Think About Bitcoin

With its dramatic price changes, bitcoin may be catnip for traders. But those in search of a sound investment may want to ask some hard questions before joining the excitement.

Market Briefing

March 2021 Stock prices were moderately higher, on average, in February. Small capitalization stocks continued their recent outperformance over mid and large cap stocks. Economic news for the month was mostly positive with expansion indicated by manufacturing and non-manufacturing measures.…

Gerard O’Reilly in the Financial Times: Why Markets Are Still Efficient Even with Tesla’s Gains

Stock prices remain our best prediction of the future amid continuing technological change.

Starwood Real Estate Income Trust

Learn more about Starwood Capital’s real estate expertise and the investment strategy behind SREIT.

Flexibility in Practice: How We Handled GameStop

Dimensional’s daily process allowed us to respond in real time to wild swings in GameStop’s stock price, which is an advantage of Dimensional’s approach versus traditional indexing.

Flexibility in Practice: How We Handled GameStop
Think Investing Is a Game? Stop.

With swings by GameStop stock grabbing headlines, this is probably a good time to mention that investing and gambling are not the same thing.

The Bumpy Road to the Market’s Long-Term Average

The US stock market has averaged about a 10% annual return since 1926, but it’s usually well above or below that mark in a given year. Understanding the range can help investors ride out the ups and downs.

FANMAG: Because FAANGs Are So Yesterday

It’s tempting to chase the dazzling returns posted by Facebook, Amazon, Netflix, Microsoft, Apple, and Google. Here’s why we believe investors should be cautious.

FANMAG: Because FAANGs Are So Yesterday
Market Briefing

February 2021 Equities turned in mixed price performance in January with small capitalization stocks outperforming mid and large caps. The tumultuous political events early in the month had surprisingly little effect on equity markets. However, comments from the FOMC signaling…

Gauging Market Expectations?

No matter what’s driving a stock spike, it’s important to remember what price changes tell you about expected returns.

Gauging Market Expectations?
Tesla’s Charge Reveals Weak Points of Indexing

Indexing can sometimes leave returns on the table. The latest evidence? The stock price of the iconic electric-car company Tesla soared before joining the widely followed benchmark and slumped quickly after.

Tesla’s Charge Reveals Weak Points of Indexing
Market Review 2020: Looking Back on an Unprecedented Year

The tumult of 2020 showed that markets continue to function and people can adapt to difficult circumstances, even in the face of extraordinary challenges.

Market Briefing

January 2021 Stocks continued to advance in December with small capitalization stocks maintaining their outperformance over mid and large caps seen in the prior month. The positive response to FDA approvals of coronavirus vaccines was moderated by an uptick of…

Market Briefing

December 2020 Stocks powered higher in November with smaller capitalization stocks leading the way. Indexes representing small caps outpaced the mid and large caps for the month. The news of effectiveness of coronavirus vaccines was the primary driver of the…

RealAccess: Global Insights for Real Estate Investors

What’s the future of real estate investing? Access insights informed by 85 years of real estate expertise.

Market Briefing

November 2020 After a relatively volatile month, stock prices posted a mixed finish for October. Indexes representing the larger capitalization segment of the market ended down for the month while mid and small capitalization indexes advanced. The daily pulse of…

How US Stocks Have Behaved in an Election Month

Presidents are just one factor potentially affecting markets. History going back to 1926 shows returns in months when presidential elections took place don’t reflect any consistent patterns. The history of the stock market going back to 1926 shows that returns…

Dimensional Reduces US Mutual Fund Management Fees

Dimensional will reduce management fees across 33 equity mutual funds, representing a 15% reduction on an asset-weighted basis* for the impacted funds. For a full list of the changes, please refer to the table below. The fee reduction will go…

How Much Impact Does the President Have on Stocks?

It’s natural for investors to seek a connection between who wins the White House and which way stocks will go. But a look at history underscores that the outcome of an election is only one of many inputs to the…

Michael George’s Interview with Jeff Weniger of WisdomTree

Listen to Michael George’s interview with Jeff Weniger, CFA, Director at WisdomTree and co-author of “Market Insights: Planning For Potential 2020 Election Results” as he uncovers how the “blue wave” could affect value stocks and what it means for inflation.

An Exceptional Value Premium

It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent value stock underperformance represents.

Market Briefing

Stock prices reversed course from recent months, as U.S. index averages finished September with a decline. Despite some positive economic news, market sentiment was deflated by perceived slowing of the recovery from the coronavirus shutdown. Manufacturing and services index measures…

Listen to Monroe Capital’s CEO Ted Koenig’s insights on the pandemic on the CAIS: 200 from Zero podcast series.

Ted illustrates why he believes small businesses are the backbone of the American economy and a key part of the domestic recovery story. Episode #11, Monroe Capital LLC: Ted Koenig on the importance of small businesses – 200 from Zero

How Much Impact Does the President Have on Stocks?

The anticipation building up to elections often brings with it questions about how financial markets will respond. But the outcome of an election is only one of many inputs to the market. This interactive exhibit examines market and economic data…

How Much Impact Does the President Have on Stocks?
The Future of Office…Or the Office of the Future?

John McCarthy, CEO, Starwood Real Estate Income Trust COVID-19 has brought great uncertainty and change, which has impacted virtually every aspect of our daily lives. It has profoundly affected the global economy, including business, healthcare, education, travel, government and naturally…

Is the Stock Market Divorced From Reality?

This year’s turmoil has inflicted hardships on some firms while presenting opportunities for others—and the stock market is behaving as we might expect.

Dissecting Anomalies

Fama and French’s 2008 paper, “Dissecting Anomalies,” outlined their study that found sizeable annualized premiums for various investment factors. The study called momentum “the premier anomaly” stating, “The premier anomaly is momentum: stocks with low returns over the last year…

Market Returns Through a Century of Recessions

What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around the world have often rewarded investors even when economic activity has slowed. This is an…

What History Tells Us About Elections and the Market

Investors often wonder whether the market will rise or fall based on who is elected president. The data show that capturing the long-term returns of the capital markets does not depend on which party controls the White House. In a…

SMID Value Resurgence?

Tracking the relative strength (RS) scores of equity styles to the S&P 500 over the last 6 months reveals a noticeable shift. The positive trend in RS scores for small/mid cap value are leading some to wonder is small/mid value…

Rethinking Traditional Income Strategies

As investors grapple with the new reality of low yields, Starwood outlines the relative value driven by SREIT’s current distribution rate and tax efficiencies.

David Booth on Value and Values

History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.

Bulls, Bears, and Long-Term Benefits of Stock Investing

The stock market’s ups and downs are unpredictable, but history supports an expectation of positive returns over the long term. For the best shot at the benefits the market can offer, stay the course. Stock returns are volatile, but nearly…

Market Briefing

Equity prices continued to advance in July. Indexes constituting large, mid, and small capitalization issues all finished with solid gains. News of positive coronavirus vaccine developments had a particularly leavening effect on stock prices. In addition, news pointing to a…

Kenneth French on Market Timing, Investor Confidence, and Portfolio Building

Professor Kenneth French explains key principles of a successful investing experience.

In Markets as in Traffic, Impulsive Moves May Not Help You Get Ahead

When markets are rough, it’s tempting to want to make a quick change to your investments. But much like changing lanes in traffic, impulsive moves can add anxiety and risk with no guarantee you’ll benefit.

Increasing Our Cyclical Value Sector Allocation

Lifting Financials to overweight, Energy to marketweight, while lowering Consumer Staples, Utilities, and Real Estate to underweight. Sector allocation changes since June 3 move cyclical sectors from 670 basis points underweight to 670 overweight. Cyclical Value sectors have been hit…

Dimensional to Launch ETFs

Dimensional is pleased to announce it has filed a preliminary registration statement with the Securities and Exchange Commission for the launch of three actively managed exchange traded funds (ETFs), planned for later this year. The ETFs will offer broadly diversified,…

Dimensional to Launch ETFs
When It’s Value vs. Growth, History Is on Value’s Side

Logic and history argue for a steadfast commitment to value stocks, as the data covering nearly a century in this post illustrates.

IPA/Stanger Monitor Spring 2020

The Institute for Portfolio Alternatives (IPA), in partnership with Robert A. Stanger & Company, Inc. (Stanger) releases a quarterly series of reports tracking the performance of non-listed REITs. The IPA/Stanger Monitor tracks the total return of non-listed REITs, including 49…

The Uncommon Average

The US stock market has delivered an average annual return of about 10%. Most years, though, have been a lot different than the average. Understanding the range of outcomes can help increase the odds of a successful investment experience in…

Valuation Update for June 2020

Ford Equity Research’s Price to Value ratio (PVA) is computed by dividing the price of a company’s stock by the value derived from a proprietary intrinsic value model. A PVA greater than 1.00 indicates that a company is overpriced while…

Under the Macroscope: When Stocks and the Economy Diverge

How can investors make sense of the apparent disconnect between stock market performance and economic indicators?

Long-Term Investors, Don’t Let a Recession Faze You

In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began. With activity in many industries sharply curtailed in an effort to reduce the chances…

Spread the Word: What’s New with Valuation Ratios

What can investors learn from the growing difference in the price-to-book ratios of value vs. growth stocks?

Professor Siegel On The Markets

Professor Jeremy Siegel, WisdomTree’s Senior Investment Strategy Advisor and Professor of Finance at Wharton, provides his perspective on the current market and how to prepare for the Coronavirus aftermath.

2020 Mutual Fund Landscape

This annual report documents the power of market prices by assessing US-based mutual fund performance relative to benchmarks over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds, and the impact of high…

The Bumpy Road to the Market’s Long-Term Average

The US stock market has averaged about a 10% annual return since 1926, but it’s usually well above or below that mark in a given year. Understanding the range can help investors ride out the ups and downs.

Market Briefing

Equity prices staged a solid rebound in April as investors started seeing some positive developments in treatments for Covid-19 and a shift in focus to reopening the economy as light at the end of the tunnel. Economic news during the…

Warren Buffett and the Berkshire Hathaway Annual Shareholders Meeting 2020
The Importance of Staying Invested in Volatile Times

Don’t flee the market in a panic, but rather embrace the turmoil as an investment opportunity–you’ll be better off in the long run.

CARES Act

Fidelity highlights some of the CARES Act provisions. 

Staying Invested for the Long Term
invest-long-term
What Happened to Small Cap Value?

A history of small cap value performance following a bear market.

Market Briefing

U.S. equity prices fell dramatically in March as the coronavirus pandemic prompted a shutdown in much of the U.S. economy. The decline was exacerbated by a sharp drop in oil prices due to a price war between Saudi Arabia and…

Private Real Estate Performance Through Economic Downturns
Pages-from-Flipbook-Q4-2019-012020
Straight From PIMCO: Our Take on Credit Markets

PIMCO CIO Global Credit Mark Kiesel discusses how credit markets are pricing in the evolving economic climate and where PIMCO is beginning to see opportunities.

Straight From PIMCO: What We’re Seeing in the Mortgage Market

The Fed’s announcement that it will stop running down its MBS holdings and buy at least $200 billion of mortgages represents a material shift in this market.

US Equity Returns Following Past Downturns

Sudden market downturns can be unsettling. Sticking with your plan helps put you in the best position to capture a recovery.

US Equity Returns Following Past Downturns
David Booth Essay Featured in “Worth”

Worth recently shared an essay by Dimensional Founder and Executive Chairman David Booth on how investors can have a rewarding experience by changing the way they think about investing.

David Booth Essay Featured in “Worth”
What Happens When You Fail at Market Timing

It’s hard to predict the best days in the markets, and the cost of missing them can be high. The impact of missing just a few of the market’s best days can be profound, as this look at a hypothetical…

What Happens When You Fail at Market Timing
Value Judgments: Viewing the Premium’s Performance Through History’s Lens

Has value really lost its vigor? While growth stocks have outperformed in the past decade, value returns have largely tracked their long-term historical average. There’s a misconception in the markets: Value stocks have lost their vigor. But a dive into…

Value Judgments: Viewing the Premium’s Performance Through History’s Lens
Recent Market Volatility

What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While…

Recent Market Volatility
Volatility in Stocks vs. Private Real Estate

Watch Origin Principal Dave Scherer discuss how stocks and private real estate differ in volatility using December 2018 through January 2019 as an example.

Volatility in Stocks vs. Private Real Estate
Key Questions for the Long-Term Investor

Asking the right questions and following a few key principles can improve your odds of long-term investment success. At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a…

Key Questions for the Long-Term Investor
Invest In Both Public REITs and Private Real Estate

Watch Origin Principal Michael Episcope explain why investors will benefit from keeping both public REITs and private real estate in their investment portfolios. While public REITs tend to fluctuate with the stock market, private real estate values remains steadily tied to the…

Invest In Both Public REITs and Private Real Estate
Timing Isn’t Everything

The lure of trying to time the market may tempt even long-term investors. But outguessing markets isn’t as straightforward as it sounds.

Timing Isn't Everything
Mutual Fund Landscape 2019

Using a representative sample of US-domiciled mutual fund returns from Morningstar, the report documents the power of market prices by assessing fund returns over multiyear periods. The exhibits include data visualizations of fund survivorship and outperformance, persistence of top-quartile funds,…

Mutual Fund Landscape 2019
The Index Bogeyman

Index funds have received increased attention from investors and the financial media. Some people have claimed that greater usage of index funds may be distorting market prices, but despite their growing popularity, the data continue to support the idea that…

The Index Bogeyman
Vanguard Institutional Advisor’s Alpha™: Quantifying the Value of a Consultant

Vanguard Institutional Advisor’s Alpha™: Quantifying the Value of a Consultant addresses the challenges and opportunities institutional consultants face today. While the role consultants play is vital to their clients’ success, the landscape is changing rapidly.

Vanguard Institutional Advisor’s Alpha™: Quantifying the Value of a Consultant
How Much of Your Investment Portfolio Should Be in Private Real Estate?

 Looking to add private real estate to your investment portfolio but unsure how much to allocate to this asset class?

How Much of Your Investment Portfolio Should Be in Private Real Estate?
Midterm Elections—What Do They Mean for Markets?

For the upcoming midterms, commentators are likely to offer opinions on who will win and what impact the vote will have on markets. Looking at returns since 1926 shows that months when midterm elections took place did not tend to…

Midterm Elections—What Do They Mean for Markets?
Dimensional On: Recent Market Volatility

What should you make of recent ups and downs in the stock market? Here’s helpful context on volatility and expected returns. Jake DeKinder, Head of Advisor Communication, explains why investors should view recent market declines as part of the nature…

Dimensional On: Recent Market Volatility
Liquid Alt Ragnarök?
Liquid Alt Ragnarök?
Do Mutual Funds Outperform Benchmarks?
Do Mutual Funds Outperform Benchmarks?
Forbes Investing: Don’t Pay Top-Shelf Prices for Simple Strategies
Forbes Investing: Don't Pay Top-Shelf Prices for Simple Strategies
The New 60/40 Portfolio
The New 60/40 Portfolio
Dissecting Dimensional

A high-level overview from Pensions & Investments that illustrates Dimensional’s success with charts on the firm’s growth, performance, and low costs.

Dissecting Dimensional
FPL Capital Management has made it to RIA Channel’s Top 100 Emerging Wealth Managers for 2017.

FPL Capital Management has made it to RIA Channel’s Top 100 Emerging Wealth Managers list for the year ending 2017. The RIA Channel narrows the list down to wealth managers who: are Securities Exchange Commission (SEC) registered Investment Advisors, have…

FPL Capital Management has made it to RIA Channel’s Top 100 Emerging Wealth Managers for 2017.
An Interview with a Fee-Only Planner

An Interview with FPL Capital Management CEO, Michael George (by Jim Dahle of WhiteCoatInvestor.com)

Advisor’s Alpha

Vanguard research has produced a whitepaper on how an advisor can add value to a client. This is part of a series of research available from Vanguard known as Advisor’s Alpha, created in 2001. They believe an advisor can add value,…

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FPL Capital Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where FPL Capital Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by FPL Capital Management, LLC unless a client service agreement is in place.

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