Market Review 2020: Looking Back on an Unprecedented Year

Jan 14, 2021 |Dimensional Fund Advisors
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. The novel coronavirus...
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Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

Aug 12, 2020 |Warren Andrukow
Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested up front, DCA spreads out investment contributions using installments...
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Don't Let a Recession Faze You

Apr 14, 2020 |Warren Andrukow
There is a lot of talk in the media lately about the likelihood of a recession. While a recession may occur, it doesn’t guarantee that financial markets will perform poorly. As shown in the below article, nearly three-quarters of the 15 U.S. recessions...
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The 2010s: A Decade in Review

Jan 15, 2020 |Warren Andrukow
Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn of 2008–2009, then...
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Hindsight Is 20/20. Foresight Isn't.

Jan 03, 2020 |Warren Andrukow
The financial markets were pretty miserable in 2018. The good news is they rebounded nicely in 2019. If an investor read a news article at the start of 2019, they probably wouldn’t have expected the TSX to return a little more than 20% for the calendar...
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Investor Lessons From Behavioural Finance

Oct 03, 2019 |Warren Andrukow
When it comes to investing, one of the biggest hurdles we must face is ourselves. Study after study has demonstrated that individual investors routinely commit blunders that detract from their portfolio reaching its potential. Fortunately, the most common...
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2018 Market Review

Feb 07, 2019 |Warren Andrukow
Investors around the world saw negative investment returns in 2018, with almost every equity market yielding negative investment returns (only Qatar realized positive returns). Bond markets did not fair much better - some bond indices generated small...
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Here Come the 2019 Market Forecasts!

Jan 02, 2019 |Warren Andrukow
‘Tis the season, as they say, for market “pundits” covering all manner of market to descend from on high to recap what transpired in 2018, and to share with us, their enlightened view of the road ahead in 2019. If you are sensing a tinge of sarcasm in...
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Academic Research Review: Do Stocks Outperform Treasury Bills?

Dec 21, 2018 |Warren Andrukow
Why Academic Research? As most followers of this blog will know, we utilize an evidence-based investment strategy with our clients, and we think you should as well. The term “evidence-based” describes a practice that has been rigorously evaluated by objective...
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New Market Highs: Is There a Signal in the Noise?

Oct 04, 2018 |Warren Andrukow
We came across an article recently that does a really nice job of answering one of the most common questions we hear from our clients, and that is: With markets setting new highs, should we be expecting a downturn? The answer is both yes, and no. Yes...
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