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Investment Insights content
Amid ongoing social and economic uncertainty, this year’s survey - BeFi Barometer 2021 - reflects the benefits advisors are reporting by employing behavioral finance techniques to align clients’ emotions and help them achieve their long-term goals.
This paper provides insights to help plan sponsors better understand collective investment trusts, mutual funds, and customized target date funds, and when they may or may not make sense for a plan and its participants.
In this client-approved paper, we discuss why we believe a prudent investment strategy should include a combination of both market-cap and fundamentally weighted indices.
There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.
Chart in a Minute
Are your clients’ portfolios prepared for the sector rotation from growth to value? Use this client-approved chart to facilitate conversations about the potential benefits of Fundamental Index® strategies.
An explanation of key distinctions between the Dimensional Fund Advisors strategy and the approach employed by the Schwab Fundamental Index products.
Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.
It’s an important time for advisors to consider whether client portfolios are positioned for a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.