Here are books, arti­cles, use­ful tools, research papers and web­sites that con­tain valu­able insights about suc­cess­ful invest­ment techniques.



Invest­ment sites

Finan­cial tools

Videos and Webinars

Retire­ment, Risk and Return — David Booth dis­cusses the impor­tance of bal­anc­ing volatil­ity risk and pur­chas­ing power risk when invest­ing for retirement.

Nobel Thinkers: The­ory, Prac­tice, & Imple­men­ta­tion — This short doc­u­men­tary com­pares the work and ideas of five recip­i­ents of the Nobel Prize in Eco­nom­ics. A brief his­tory of their the­o­ries and expe­ri­ences cul­mi­nates in a host of insights for today’s investors.

What Should Investors Do Now ? is a multi-part pre­sen­ta­tion by Dimen­sional Fund Advi­sors Vice Pres­i­dent Weston Welling­ton that addresses what investors should con­sider as they move for­ward. The videos include an exam­i­na­tion of cap­i­tal mar­kets, the effects of reces­sion and gov­ern­ment pol­icy on stock prices, how the cur­rent mar­ket stacks up to pre­vi­ous down­turns, and the rea­sons why Dimensional’s core beliefs have not changed in light of these events.

Better Returns Through Research

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(1) Analy­sis com­par­ing after tax per­for­mance of other advi­sors (or a self-managed, sophis­ti­cated investor) to 3 factor based on a glob­ally diver­si­fied port­fo­lio with a 60% equity, 40% fixed income allo­ca­tion. Ini­tial port­fo­lio val­ues assume the fol­low­ing: (a) $750K tax­able and $250k IRA with yearly addi­tions of $20k to tax­able account and $5k to IRA. (b)Taxes deducted via shares each April, assum­ing the high­est tax bracket for a Cal­i­for­nia investor. 

Past per­for­mance is not a pre­dic­tor of future performance.

3 factor has con­ducted exten­sive analy­sis con­cern­ing port­fo­lio per­for­mance. See “impor­tant dis­clo­sure” for details and dis­claimers regard­ing our state­ments con­cern­ing per­for­mance, and the var­i­ous assump­tions we have made in our analy­sis.