A New Mutual Fund for Oregon Taxpayers
Newly launched, the DFA Oregon Municipal Bond Fund (DOGMX) is a welcome improvement to many of our clients’ portfolios. Learn more about this important fund.
Investing
The Comeback Power of Small Value Stocks
Over the past 10 years, small value stocks have dramatically underperformed large growth stocks. Is there hope for a turnaround?
What Investors Can Learn from a New Market High
The Dow Jones Industrial Average and the S&P 500 recently closed at new all-time highs. Is this a sign of more gains to come or a signal of an imminent correction?
What the Dow Tells Today’s Investor
The Dow Jones Industrial Average has been the gold standard of financial indicators for generations of investors. While it remains a fixture in financial reporting, is the Dow still relevant in today’s market?
What Does an Inverted Yield Curve Tell Us?
A month ago, the U.S. yield curve—which usually slopes upward—turned downward. Legend has it inversions are bad news—inverted yield curves have preceded each of the last seven recessions. Should investors be worried?