Author: Rick Hill
We often ask prospective clients if they are clear on their fees, returns, and allocation. Most are fuzzy on the answers. In our world, we value transparency and keep a close eye on fees, exerting pressure where there is room for a reduction. We are pleased to share that Dimensional Funds just announced meaningful reductions in management fees for the equity funds we invest in for our clients and ourselves. The majority of our clients will experience 20% lower fees on the equity portion of their Dimensional investments. We’ll be sharing the details in future client meetings, but for now, know that the odds of long term success just got better!
We love images that show “the long view”. My daughter, Laura Hill, recently visited Sequoia National Park and took this image of another hiker as he soaked in the view from the top. Interested in having your photo featured in our newsletter? Follow us on Instagram and tag us in your posts to show how you envision the long view!
2019 served as a reminder of just how unpredictable the market is. It’s crystal clear to observers that the prediction game is often a losing one for investors. Our friends at Dimensional wrote an insightful piece on the futility of forecasting. We think the story and the data shared here are both worth your attention. (Estimated reading time of 5-7 minutes)