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Investment resources for everyday people

These succinct and shareable resources deliver a straightforward message about the investment markets and reinforce a key investment principle

Pursuing a Better Investment Experience

This brochure features 10 principles that can help investors effectively target long-term wealth in the capital markets. Themes include the power of markets, growth of wealth, drivers of returns, global diversification and investor discipline.

Key Principles to Improve Your Odds of Success | August 2025

Do Downturns Lead to Down Years?

Tumbles may be scary, but they shouldn’t be surprising. And a short-term slump needn’t mean a full-year fall.

Dimensional Quick Take | July 2025

The Cost of Trying to Time the Market

Staying invested and focused on the long term helps to ensure that you’re in position to capture what the market has to offer.

Dimensional Quick Take | June 2025

Think Twice About Chasing the Biggest Stocks

Expectations about a firm’s prospects are reflected in its current stock price. Positive news might push prices higher, but those changes are not predictable

Dimensional Quick Take | May 2025

Stock Gains Can Add Up After Big Declines

Sticking with your plan helps put you in the best position to capture the recovery.

Dimensional Quick Take | May 2025

Why a Stock Peak Isn’t a Cliff

Stocks are priced to deliver a positive expected return for investors, so reaching record highs regularly is the outcome one would expect.

Dimensional Quick Take | May 2025

Global Diversification Can Make a World of Difference

Investing globally can deliver more reliable outcomes over time.

Dimensional Quick Take | April 2025

The Randomness of Global Stock Returns

A diverse global portfolio can help capture a broader range of returns and deliver more reliable outcomes over time.

Dimensional Quick Take | April 2025

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

A history of positive average performance following a recession can be a comfort for investors concerned about sticking with stocks.

Dimensional Quick Take | September 2023

Markets Don’t Wait for Official Announcements

Investors who look beyond after-thefact headlines about markets and the economy and stick to a plan may be better positioned for long-term success.

Dimensional Quick Take | September 2023

Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes?

Inflation in the US has surged to the highest level in nearly 40 years, reaching 7.9% in February 2022. This, coupled with the US Federal Reserve’s decision to raise interest rates, has alarmed many investors. Some are turning to dividend-paying stocks, hoping to receive more income protection and higher returns. Will it work?

Dimensional Perspective | April 2022

Large and In Charge? Giant Firms atop Market Is Nothing New.

To this point, charting the performance of stocks following the year they joined the list of the 10 largest firms shows decidedly less stratospheric results. On average, these stocks outperformed the market by an annualized 0.7% in the subsequent three-year period. Over five- and 10-year periods, these stocks underperformed the market on average.

Dimensional Research | April 2022

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Latest articles

Navigating Geopolitical Events

Accepting that the outcomes of geopolitical events are hard to predict doesn’t mean they’re not important. But as an investor you need to focus on what you can control. That’s why diversification, maintaining flexibility and planning for the unexpected are critical tools, as Karen Umland, Senior Investment Director at Dimensional Fund Advisors, explains in this article.

Dealing with Geopolitical Risk

Some investors believe they can predict both the outcome of complex geopolitical situations and how this will affect financial markets. That’s a tall order. A better approach, says this article, is to ask yourself whether your portfolio remains appropriately diversified for a range of outcomes and whether there has been any change in your objectives.

Feeling Stressed About the Market? Buffett Says It’s Time to Rethink Your Strategy

Market drops. Interest rates. Global shocks. Political curveballs. For investors, it’s felt like a bit of a rollercoaster lately.