Wes Crill, PhD, Senior Investment Director and Vice President The first half of 2023 marks the tenth time since 1926 that value stocks have underperformed growth stocks by more than 20 percentage points over a two-quarter period. More often than not, value has responded like the hero in an action movie, beating growth over the…
Wes Crill, PhD, Senior Investment Director and Vice President US stocks outpaced non-US stocks in the first seven months of 2023, adding another data point to a decade-long stretch of US market dominance. While some investors may see this as further reason to question the benefit of global diversification, it’s important to note how much…
Happy Earth Day from the Navigoe Crew! This week we volunteered with South Bay Parkland Conservancy at Wilderness Park in Redondo Beach. We cleared space for new native plants to be planted today, in celebration of Earth Day!
Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper. “Dimensional is known for its roots in academic research on factor investing, particularly involving value investing,…
What if you could give any child in your life a brighter financial future without spending a single penny? What if it only took the right words? Believe it or not, that IS possible. Talking to children about money now can pay off in a big way later. And that’s true for “children” of any age…
We’re excited to present to you the latest in our quarterly webinar series featuring Navigoe Founder and CEO, Scott Leonard, and Dimensional Fund Advisor’s “Secretary of Explaining Stuff” Apollo Lupescu. Scott and Apollo bring the conversation into the Navigoe office’s Fireside Room. In this conversation, they discuss the current state of the markets and the…
Dear Valued Client, Happy New Year! I hope that everyone was able to spend some quality time with the people that matter most this past holiday season. Before I get into the summary of last year, I want to share a quick story. “Is everyone freaking out?” In the past month I met many people…
Looking back at 2022, did predictions made by money managers and forecasters come true? At the beginning of each year, money managers and financial experts release predictions around what the forthcoming 12-months will bring from an investing standpoint. But how did their forecasts pan out, particularly in a year as unpredictable as 2022? We look…
Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? I don’t know anyone who predicted all of that back in December 2019. But what if someone had? What would you have done? Next question: What if that person told you that,…
1. Focus on what you can control Navigoe can offer experience and guidance to help you focus on actions that add value. This can lead to a better investment experience. 2. Don’t Try to Outguess the Market The market’s pricing power works against fund managers who try to outperform through stock picking or market timing….
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