https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog daily 0.75 2026-03-05 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1600364861313-PQKIVA158WX0NDUD7TAN/iStock-158632220+sm.jpg BLOG https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/geopolitical-risk monthly 0.5 2026-03-05 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/812c592e-7ac3-4f3c-a988-60fa1ed8123c/unnamed.jpg BLOG - Geopolitical Risk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/stop-drop-report-how-to-recognize-scams-imposters monthly 0.5 2026-02-26 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/artificial-intelligence-financial-planning-and-the-next-economic-shift monthly 0.5 2026-02-21 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/5-estate-planning-resolutions-for-the-new-year monthly 0.5 2025-12-27 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/im-successor-trustee-now-what-your-first-90-days-after-a-death monthly 0.5 2025-11-16 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/does-gold-hedge-economic-downturns monthly 0.5 2025-11-04 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1c0c5d75-220b-4f5d-b3f6-98bcec08b93b/unnamed.jpg BLOG - Does Gold Hedge Economic Downturns? - Make it stand out Past performance is not a guarantee of future results. GDP growth data provided by the US Bureau of Economic Analysis via FRED®. Gold spot price provided by Bloomberg. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/managing-dividend-income-to-improve-your-tax-health monthly 0.5 2025-10-26 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/d1ad7025-5c62-46e4-b209-fde991d0ae32/taxhealth.jpg BLOG - Managing Dividend Income to Improve Your Tax Health - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/sometimes-it-helps-to-pay-less-attention monthly 0.5 2025-10-20 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/4a4edb33-a173-43ba-a4d3-06549a103f62/SP+500+above+fray.jpg BLOG - Sometimes it Helps to Pay Less Attention - Make it stand out Past performance is not a guarantee of future results. In USD. S&P data © 2025 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/what-is-a-recession-anyway monthly 0.5 2025-10-20 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/258c7353-0933-4f1d-a111-26ef8f2f5259/rec+is+what.jpg BLOG - What is a Recession Anyway? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/q3-2025-market-commentary monthly 0.5 2025-10-17 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/c764e731-5d32-4d49-a04c-39c3db613cd8/Screenshot+2025-10-15+7.21.07+PM.png BLOG - Q3 2025 Market & Portfolio Results & Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/california-set-to-reinstate-medi-cal-asset-test-in-2026 monthly 0.5 2025-10-15 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/trustee-trouble-in-paradise-what-jimmy-buffetts-estate-dispute-teaches-about-fiduciary-duty monthly 0.5 2025-08-26 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/are-nvidias-earnings-big-enough-for-you monthly 0.5 2025-09-05 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/2cca7657-e3f7-4d32-8b7f-7e86ef8c5b58/unnamed.jpg BLOG - Are Nvidia's Earnings Big Enough For You? - Make it stand out Past performance is not a guarantee of future results. In USD. Source: FactSet and Dimensional. Index weight and earnings represented by the S&P 500 Index. Nvidia Share of S&P 500 Earnings is Nvidia’s past 12-months of net income, divided by total 12-month net income of current S&P 500 constituents. S&P data © 2025 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/avoiding-california-probate-why-a-revocable-living-trust-is-essential monthly 0.5 2025-09-12 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/keep-your-investment-appetite-in-check monthly 0.5 2025-09-01 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/d0c9f2cc-f4a6-49fa-8990-1018cd0d352e/unnamed+%282%29.jpg BLOG - Keep Your Investment Appetite in Check - Make it stand out Past performance is not a guarantee of future results. In USD. US equity performance measured by the Russell 3000 Index. There are 29 three-month periods where equities declined 10% or more. Of those, 60/40 Portfolio outperformed cash in the following 1-, 3-, 6- and 12-months in 20, 22, 21 & 25 periods, respectively. The 60/40 allocation is 60% Russell 3000 Index and 40% Bloomberg U.S. Aggregate Bond Index and is rebalanced monthly. Cash is represented by the three-month U.S. Treasury Bill. Equity losses of more than 10% over three months trigger the move from a 60/40 portfolio to all cash. All performance results of the hypothetical models are based on performance of indices with model/backtested asset allocations; the performance was achieved with the benefit of hindsight; it does not represent actual investment strategies. The model's performance does not reflect advisory fees or other expenses associated with the management of an actual portfolio. There are limitations inherent in model allocations. In particular, model performance may not reflect the impact that economic and market factors may have had on the advisor's decision making if the advisor were actually managing client money. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. “Three-month US Treasury Bill” Source: US Treasury via Ibbotson/Morningstar. Frank Russell Company is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Bloomberg index data provided by Bloomberg. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/stretching-out-and-protecting-your-retirement-accounts-for-your-children-with-a-retirement-protector-trust monthly 0.5 2025-08-26 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/mag-7-gravity monthly 0.5 2025-07-29 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/0a9128dd-0bd5-434c-acf7-cba03d4f0ab7/mag-7-gravity_e1.webp BLOG - Mag 7 Gravity - Make it stand out Past performance, including hypothetical performance, is no guarantee of future results. Actual investment returns may be lower. Year-to-date returns are as of March 12, 2025. The S&P 500 Index total returns for 2024 and 2025 YTD were 25.0% and –4.6%, respectively. Returns for the “S&P 493” are a weighted average of S&P 500 Index constituents excluding the Magnificent Seven. “Magnificent Seven” returns are a weighted average of the seven companies. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Filters were applied to data retroactively and with the benefit of hindsight. Groups of stocks and their returns are hypothetical, not representative of indices’ actual investments, or actual strategies managed by Dimensional, and do not reflect costs and fees associated with an actual investment. S&P data © 2025 S&P Dow Jones Indices LLC, a division of S&P Global. This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. Named securities may be held in accounts managed by Dimensional. The Magnificent 7 stocks are represented by Tesla, Meta, Alphabet, Amazon, NVIDIA, Apple, and Microsoft. FOR RESEARCH AND EDUCATIONAL PURPOSES. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/how-do-the-feds-moves-affect-market-interest-rates monthly 0.5 2025-07-21 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/a2647012-d417-46f6-95d9-22053120e99e/dfa+article+2.png BLOG - How Do the Fed’s Moves Affect Market Interest Rates? - Make it stand out Past performance is no guarantee of future results. Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful. Increases (+) and decreases (—) in the federal-funds rate and 10-year Treasury yield refer to monthly changes. Source: Federal Reserve Economic Data (FRED) from the Federal Reserve Bank of St. Louis. Data series used: Market Yield on US Treasury Securities at 10-Year Constant Maturity, Quoted on an Investment Basis, Percent, Daily, Not Seasonally Adjusted (DGS10); Federal Funds Target Rate (DISCONTINUED), Percent, Daily, Not Seasonally Adjusted (DFEDTAR); and Federal Funds Target Range - Upper Limit, Percent, Daily, Not Seasonally Adjusted (DFEDTARU). Circles corresponding to a rate cut do not sum to 100% due to monthly periods of no yield change for the 10-Year US Treasury note. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Investment products: • Not FDIC Insured • Not Bank Guaranteed • May Lose Value Dimensional Fund Advisors does not have any bank affiliates. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/key-tax-provisions-of-the-obbb-one-big-beautiful-bill monthly 0.5 2025-07-31 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-longer-view-on-stocks monthly 0.5 2025-07-21 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/41081310-cf0c-4a24-ad9b-c60713221571/dfa+article+1.png BLOG - The Longer View on Stocks - Make it stand out Past performance is not a guarantee of future results. Source: FactSet. Sample period is April 10, 1995–April 9, 2025. S&P data © 2025 S&P Dow Jones Indices LLC, a division of S&P Global. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/does-higher-inflation-hurt-stock-returns-38-sec-video monthly 0.5 2025-07-29 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-importance-of-trust-administration-in-estate-planning-why-consulting-an-attorney-is-essential monthly 0.5 2025-07-21 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/market-amp-economy-report-as-of-june-30-2025 monthly 0.5 2025-09-13 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/7259b640-284a-4f5f-83eb-83ffcad2d7cb/unnamed.jpg BLOG - Market & Economy Report as of June 30 2025 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-top-issues-you-need-to-know-about-when-co-owning-property-with-your-children monthly 0.5 2025-07-22 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/markets-look-forward-so-should-investors monthly 0.5 2025-07-23 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/ee1258dc-48f4-4aae-8616-ec5d86e91e8c/markets-look-forward-so-should-investors_e1.png BLOG - Markets Look Forward. So Should Investors. - Make it stand out Past performance is no guarantee of future results. Actual returns may be lower. Short-term performance results should be considered in connection with longer-term performance results. In USD. The Fama/French indices represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. Total returns are calculated for the one-, three-, and five-year periods beginning the day after a downturn of 10%, 20%, or 30% from a new all-time high for the market. The bar chart shows the average total returns for the one-, three-, and five-year periods following the 10%, 20%, and 30% thresholds. For the 10% threshold, there are 30, 29, and 28 observations for the one-, three-, and five-year periods, respectively. For the 20% threshold, there are 16, 15, and 14 observations for the one-, three-, and five-year periods, respectively. For the 30% threshold, there are seven, seven, and six observations for one-, three-, and five-year periods, respectively. Eugene Fama and Ken French are members of the Board of Directors of the general partner of, and provide consulting services to, Dimensional Fund Advisors LP. Fama/French Total US Market Research Index: July 1926–present: Fama/French Total US Market Research Factor + One-Month US Treasury Bills. Source: Ken French website. Results shown during periods prior to each index’s inception date do not represent actual returns of the respective index. Other periods selected may have different results, including losses. Backtested index performance is hypothetical and is provided for informational purposes only to indicate historical performance had the index been calculated over the relevant time periods. Backtested performance results assume the reinvestment of dividends and capital gains. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/not-all-market-volatility-is-created-equal monthly 0.5 2025-07-21 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/bearish-sentiment monthly 0.5 2025-07-22 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/8c6e1627-17f0-4ec9-893e-26c3d91f434d/bearish-sentiment_e1-atf.png BLOG - Bearish Sentiment - Make it stand out Past performance is not a guarantee of future results. Actual returns may be lower. US stock market represented by the Fama/French Total US Market Research Index. Bearish sentiment data provided by the American Association of Individual Investors. The Fama/French indices represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. See “Index Descriptions” for descriptions of the Fama/French index data. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/understanding-the-2025-gift-and-estate-tax-exemption-changes monthly 0.5 2025-07-16 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/can-you-predict-postelection-winners monthly 0.5 2025-07-16 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/f6467042-b71d-4263-a742-b47ad922b682/can-you-predict-postelection-winners_e1.png BLOG - Can You Predict Postelection Winners? - Make it stand out Data shown is from November 30, 1928, to November 30, 2024. Equity sector winners are the top-performing equity sector in an election month. Equity sector losers are the worst-performing equity sector in an election month. Presidential terms start with the first month in office and end with the last full month in office. Limited to presidential terms in which the president assumed office after a general election. US market returns are the Fama/French Total US Market Research Index. The US sectors are represented by the 10 Fama/French industry portfolios. Data provided by Fama/French. The Fama/French indices represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. See “Index Descriptions” for descriptions of the Fama/French index data. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/about-mutual-fundsetfs-and-why-we-use-dimensional monthly 0.5 2024-12-20 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/08428c06-7a03-409f-835d-d81341423aa0/DFA+fund+long+term.png BLOG - About Mutual Funds/ETFs and Why We Use Dimensional - Make it stand out The sample includes funds at the beginning of each respective period. Survivors are funds that had returns for every month in the sample period. Outperformers (winner funds) are funds that survived the sample period and whose cumulative net return over the period exceeded that of their respective benchmark. Each fund is evaluated relative to its respective primary prospectus benchmark. Where the full series of primary prospectus benchmark returns is unavailable, non-Dimensional funds are instead evaluated relative to their Morningstar category index. 1. Dimensional fund data provided by the fund accountant. Dimensional funds or subadvised funds whose access is or previously was limited to certain investors are excluded. 2. US-domiciled, USD-denominated open-end and exchange-traded fund data is provided by Morningstar. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-small-cap-value-showdown monthly 0.5 2024-11-11 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1577974754674-GY7CY5XWWF0HEN7YCG2V/grofW-300x232.png BLOG - The Small Cap Value Smackdown! Update Nov. 12, 2024 grofW https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1577974753574-8CY09HBDLGYUYQ5FMFPY/Numbers-300x232.png BLOG - The Small Cap Value Smackdown! Update Nov. 12, 2024 Numbers https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/vote-with-your-ballot-not-your-life-savings monthly 0.5 2024-11-05 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1bec708d-f4ad-4a64-8e67-793d80fb6ef8/Times+Image.png BLOG - Vote with Your Ballot, Not Your Life Savings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/2024-q3-quarterly-market-amp-portfolio-report monthly 0.5 2024-10-11 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/a7946567-c610-4daa-ba9d-10c0a033f32f/quarter+summary+image.png BLOG - 2024 Q3 Quarterly Market & Portfolio Report - Make it stand out Screenshot from the Quarterly Market Summary Third Quarter 2024 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/3e3d587b-72d8-4f90-9217-822bbc5d56bf/12+month+summary+image.png BLOG - 2024 Q3 Quarterly Market & Portfolio Report - Make it stand out Screenshot from the Quarterly Market Summary Third Quarter 2024 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/quarterly-review-stock-gains-stay-in-focus-but-volatility-moves-into-the-frame monthly 0.5 2024-10-13 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/bc209f10-014a-4e0f-8775-49d5eb2ee51d/value-can-pop-without-a-growth-drop_e1.png BLOG - In Q3 Stock Gains Stay in Focus, but Volatility Moves into the Frame - Make it stand out Past performance is not a guarantee of future results. In USD. US value and growth represented by the Fama/French US Value Research Index and the Fama/French US Growth Research Index, respectively. Data provided by Fama/French. The Fama/French indices represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. See “Index Descriptions” for descriptions of the Fama/French index data. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/nvidias-30-billion-letdown monthly 0.5 2024-09-24 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/67ee893b-4e5b-4fa2-b7aa-a602105fdd39/nvidias-30-billion-letdown_e1.png BLOG - Nvidia’s $30 Billion Letdown - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/ignoring-the-bumps monthly 0.5 2024-09-24 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/aaf4c436-3c21-4fa1-969d-cf961e682673/ignore-the-bumps_e1.png BLOG - Ignoring the Bumps - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/unique-new-401k-catch-up-rule-that-begins-in-2025 monthly 0.5 2024-09-24 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/qhpsrji3t266jct044uyc8e1neb0qi monthly 0.5 2024-09-19 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/f4f1fdd6-d346-48b2-8431-6d14baff15c0/Screenshot+2024-09-19+11.15.02+AM.png BLOG - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/972df936-bb4e-4c95-9afa-57cca1822af8/fine+print.png BLOG - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/an-illuminating-view-of-market-performance monthly 0.5 2024-09-24 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/a72648f7-7a00-4998-afc3-5237604c52c5/Screenshot+2024-01-11+3.12.29+PM.png BLOG - Roger Federer and Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/702dc6a5-1a03-4f3c-bce1-ed2989a21fa7/Screenshot+2024-01-11+3.16.57+PM.png BLOG - Roger Federer and Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-survey-that-needs-to-be-written-and-read monthly 0.5 2024-09-09 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/elections-amp-the-march-of-markets monthly 0.5 2024-09-04 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/weighting-whiplash monthly 0.5 2024-07-26 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/b3174b02-4da5-4ec0-8902-624668de7a96/weighting-whiplash_e1.png BLOG - Weighting Whiplash - Make it stand out Data from Cboe Global Markets. Holdings are subject to change. Indices are not available for direct investment. This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. Named securities may be held in accounts managed by Dimensional. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/2024-q2-quarterly-market-amp-portfolio-report monthly 0.5 2024-07-14 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/0ae93400-c4c7-440c-a2c9-28cd710539f7/Screenshot+2024-07-14+080315.png BLOG - 2024 Q2 Quarterly Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/midyear-review-stocks-maintain-momentum-at-years-halfway-point monthly 0.5 2024-07-02 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/bd628caf-ef29-4c69-996e-f55bad90814e/midyear-review-stocks-maintain-momentum-at-years-halfway-point_e1.png BLOG - Midyear Review: Stocks Maintain Momentum at Year’s Halfway Point - Make it stand out Past performance is no guarantee of future results. Indices are not available for direct investment. The Dimensional and Fama/French indices represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. See “Index Descriptions” for descriptions of the Dimensional and Fama/French index data. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/9baf9be9-a289-4d38-8523-3269aae5ede5/midyear-review-stocks-maintain-momentum-at-years-halfway-point_e2.png BLOG - Midyear Review: Stocks Maintain Momentum at Year’s Halfway Point - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/ai-tide-may-lift-all-boats monthly 0.5 2024-06-25 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/e5d6eef9-3660-4f3d-a9ed-cd33107d2922/ai-tide-may-lift-all-boats_e1.png BLOG - AI Tide May Lift All Boats - Make it stand out Past performance is no guarantee of future results. Indices are not available for direct investment. In USD. Stock returns from FactSet. S&P data © 2024 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Data presented in the Growth of a Dollar chart is hypothetical and assumes reinvestment of income and no transaction costs or taxes. The chart is for illustrative purposes only and is not indicative of any investment. This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. Named securities may be held in accounts managed by Dimensional. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-importance-of-power-of-attorney-and-health-care-documents-for-your-young-adult-children monthly 0.5 2024-06-17 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/according-to-young-investors-progress-toward-goals-matters-most monthly 0.5 2024-05-22 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/332e40de-e088-40e4-9551-e3c6b4b90840/according-to-young-investors-progress-toward-goals-matters-most_e1.png BLOG - According to Young Investors, Progress toward Goals Matters Most - Make it stand out Notes: The Global Investor Study is sent out each year to the end clients of participating third party advisor firms that use products of Dimensional Fund Advisors and is administered through an online questionnaire. The study gathers high-level demographic information, including client age, gender, and investable assets, and it features rotating themes. Firms can choose from a set of optional questions to accompany the standard study questions and customize the study for multiple client segments. For the purposes of this article, data are pulled from the Investor Study from the years 2016–2023. The table reflects 38,976 responses to “When I look at performance of my investments, it’s most helpful to see” from survey years 2017–2023 (the question was not asked in 2020) and 87,173 responses to “I primarily measure the value received from my advisor based on” from survey years 2016–2023. There are instances in the data where respondents have answered one question but not the other. Percent responses are defined as the percentage of respondents within a given age bucket that selected a given choice. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/what-is-the-probate-process-in-california monthly 0.5 2024-05-15 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/investing-amp-politics-historical-perspective monthly 0.5 2024-05-15 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1715354940580-8ZM8KBE7D6M7YSAM5KEL/A+historical+perspective+on+investing+and+politics+-+Presentation-images-0.jpg BLOG - Investing & Politics - A Historical Perspective https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1715354940813-CQTZM0UU81VO03DSXOPJ/A+historical+perspective+on+investing+and+politics+-+Presentation-images-1.jpg BLOG - Investing & Politics - A Historical Perspective https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1715354942192-FC8LIAJVBD3PORXK7YZN/A+historical+perspective+on+investing+and+politics+-+Presentation-images-2.jpg BLOG - Investing & Politics - A Historical Perspective https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1715354942643-Q16XOJ8T8JRSMLK8YRUP/A+historical+perspective+on+investing+and+politics+-+Presentation-images-3.jpg BLOG - Investing & Politics - A Historical Perspective https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1715354944178-78Q8XORXKPP8NMS9YW21/A+historical+perspective+on+investing+and+politics+-+Presentation-images-4.jpg BLOG - Investing & Politics - A Historical Perspective https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1715354944497-OTYWUTEID6M5M6QZ3ZW6/A+historical+perspective+on+investing+and+politics+-+Presentation-images-5.jpg BLOG - Investing & Politics - A Historical Perspective https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1715354945273-O733GFGU0VBPJLS2GHY5/A+historical+perspective+on+investing+and+politics+-+Presentation-images-6.jpg BLOG - Investing & Politics - A Historical Perspective https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1715354945598-BFHZXHNND1J5Q1L4T5N2/A+historical+perspective+on+investing+and+politics+-+Presentation-images-7.jpg BLOG - Investing & Politics - A Historical Perspective https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/when-its-value-vs-growth-history-is-on-values-side monthly 0.5 2024-04-17 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/d4a0590d-f277-4d5e-bfd1-e213f38edaa4/Screenshot+2024-04-16+200129.png BLOG - When It’s Value vs. Growth, History Is on Value’s Side - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/top-500-stocks-give-or-take-21-trillion monthly 0.5 2024-04-09 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/cfa71ef9-bebc-4812-8f87-16df5d401e54/top-500-stocks-give-or-take-2-1-trillion_e1.png BLOG - Top 500 Stocks, Give or Take $2.1 Trillion - Make it stand out Market values in USD. Source: Dimensional using data from Russell, S&P, and MSCI. Companies not in the S&P 500 Index are those in the top 500 stocks by market capitalization in the Russell 3000 Index as of February 29, 2024, but missing from the S&P 500 Index. The Russell 3000 is a market-cap-weighted index. Indices are not available for direct investment. This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. All rights reserved. © 2024 S&P Dow Jones Indices LLC, a division of S&P Global. MSCI data © MSCI 2024, all rights reserved. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/2024-q1-quarterly-market-amp-portfolio-report monthly 0.5 2024-04-07 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/d183c1ca-85a4-4d88-8cf5-20a687c30e37/Screenshot+2024-04-06+101927.png BLOG - 2024 Q1 Quarterly Market & Portfolio Report - Make it stand out Past performance is no guarantee of future results. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/a6bffd7d-3f65-49ad-a290-2a9b3ce490cc/Screenshot+2024-04-06+102009.png BLOG - 2024 Q1 Quarterly Market & Portfolio Report - Make it stand out Past performance is no guarantee of future results. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/spring-cleaning-for-your-estate-plan-ensuring-your-plan-reflects-your-current-wishes monthly 0.5 2024-04-01 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-difficulty-and-rewards-of-staying-the-course monthly 0.5 2024-04-01 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/4c14faca-fe97-4425-9ae5-f82ab5a2c254/IARCFigure_1_2x.png BLOG - The Difficulty and Rewards of Staying the Course - Make it stand out Past performance is no guarantee of future results. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Notes: U.S. stocks as represented by the S&P 500 Index from June 1, 1996, to December 31, 1998; Dow Jones Wilshire 500 Index from January 1, 1999 to April 22, 2005; MSCI US Broad Market Index from April 23, 2005 to June 2, 2013; and CRSP US Total Market Index thereafter. Bear market dates include: July 1998 to August 1998, September 2000 to February 2003, November 2007 to February 2009, February 2020 to March 2020, January 2022 to September 2022. Bull markets include all other periods between June 1996 to March 22, 2024, that were not identified as being a bear market. Sources: Vanguard Investment Advisory Research Center analysis using data from FactSet and Morningstar, Inc. Data as of March 22, 2024. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/f449396a-f720-4b39-aa78-d31f2af71c5f/Figure_2IARC_2x.png BLOG - The Difficulty and Rewards of Staying the Course - Make it stand out Past performance is no guarantee of future results. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Notes: U.S. stocks as represented by the S&P 500 through 1970; Wilshire 5000 from 1971 through April 22, 2005; MSCI US Broad Market Index through June 2, 2013; CRSP US Total Market Index thereafter. Source: Vanguard Investment Advisory Research Center analysis using data from FactSet and Morningstar, Inc. Data as of March 22, 2024. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/c43eeda3-554c-44fa-9c8f-ada19f51200d/IARCFigure_3_2x.png BLOG - The Difficulty and Rewards of Staying the Course - Make it stand out Past performance is no guarantee of future results. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Notes: U.S. stocks as represented by the S&P 500 Index from June 1, 1996, to December 31, 1998; Dow Jones Wilshire 500 Index from January 1, 1999, to April 22, 2005; MSCI US Broad Market Index from April 23, 2005, to June 2, 2013; and CRSP US Total Market Index thereafter. Bear markets dates include July 1998 to August 1998, September 2000 to February 2003, November 2007 to February 2009, February 2020 to March 2020, January 2022 to September 2022. Bull markets include all other periods between June 1996 to March 22, 2024, that were not identified as being a bear market. Source: Vanguard Investment Advisory Research Center analysis using data from FactSet and Morningstar, Inc. Data as of March 22, 2024. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/d5dc129f-4ab2-4631-b044-d31482d26a24/IARCFigure_4_2x.png BLOG - The Difficulty and Rewards of Staying the Course - Make it stand out Past performance is no guarantee of future results. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Notes: U.S. stocks as represented by the S&P 500 Index from June 1, 1996 to December 31, 1998, Dow Jones Wilshire 500 Index from January 1, 1999 to April 22, 2005, MSCI US Broad Market Index from April 23, 2005 to June 2, 2013, and CRSP US Total Market Index, thereafter. U.S. fixed income as represented by the Bloomberg Barclays U.S. Aggregate Bond Index from June 1, 1996 to December 31, 2009, and Bloomberg Barclays U.S. Aggregate Float Adjusted Index, thereafter. 60/40 portfolio as represented by a 60% allocation to U.S. stocks and 40% allocation to U.S. fixed income. Source: Vanguard Investment Advisory Research Center analysis using data from FactSet and Morningstar, Inc. Data as of March 22, 2024. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/2023-rewarded-disciplinetune-out-the-noise monthly 0.5 2024-03-28 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/how-us-stocks-have-behaved-in-an-election-month monthly 0.5 2024-03-26 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/4e11e12a-2f28-40c2-9280-80628c3165ff/Screenshot+2024-03-26+093149.png BLOG - How US Stocks Have Behaved in an Election Month - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/will-inflation-hurt-stock-returns-not-necessarily monthly 0.5 2024-03-19 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/c66dca5a-30ad-4064-9503-311c764fe501/Screenshot+2024-03-19+140501.png BLOG - Will Inflation Hurt Stock Returns? Not Necessarily. - Make it stand out Past performance is no guarantee of future results. Short-term performance results should be considered in connection with longer-term performance results. Investing risks include loss of principal and fluctuating value. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/3-common-investing-mistakes monthly 0.5 2024-02-27 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/f0771b9c-508b-4953-a708-c2958aecc42e/3-common-investing-mistakes_e1.jpg BLOG - 3 Common Investing Mistakes - Make it stand out Past performance is no guarantee of future results. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. In USD. For illustrative purposes. Best performance dates represent end of period (November 28, 2008, for best week; April 22, 2020, for best month; June 22, 2020, for best three months; and September 4, 2009, for best six months). The missed best consecutive days examples assume that the hypothetical portfolio fully divested its holdings at the end of the day before the missed best consecutive days, held cash for the missed best consecutive days, and reinvested the entire portfolio in the Russell 3000 Index at the end of the missed best consecutive days. Data presented in the growth of $1,000 exhibit is hypothetical and assumes reinvestment of income and no transaction costs or taxes. The data is for illustrative purposes only and is not indicative of any investment. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/b68f6d1b-3efc-4250-9f81-9c44009c56ab/3-common-investing-mistakes_e2.jpg BLOG - 3 Common Investing Mistakes - Make it stand out Past performance is no guarantee of future results. This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. As compared to Fama/French Total US Market Research Index. In USD. Source: Dimensional, using data from CRSP. Includes all US common stocks excluding REITs. Largest stocks are identified at the end of each calendar year by sorting eligible US stocks on market capitalization. The market is represented by the Fama/French Total US Market Research Index. The 10 largest companies are identified by market capitalization. Returns after joining the 10 largest are measured as of the start of the first calendar year after a stock joins the Top 10. Annualized excess return is the difference in annualized compound returns between the stock and the market over the three-, five-, and 10-year periods, before and after each stock’s initial year-end classification in the Top 10. Three-, five-, and 10-year annualized returns are computed for companies with return data available for the entire three-, five-, and 10-year periods, respectively. The number of firms included in measuring excess returns prior (subsequent) to becoming a Top 10 stock consists of 44 (56) for the three-year period, 43 (54) for the five-year period, and 35 (49) for the 10-year period. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/23912dd9-7155-4cc2-8022-976c6b3cb653/3-common-investing-mistakes_e3.png BLOG - 3 Common Investing Mistakes - Make it stand out Past performance is no guarantee of future results. Global Large-Stock Growth, Global Large-Stock Value, and Global Small/Mid Stock. Morningstar Categories (Fixed Income) Fixed income fund sample includes the following Morningstar historical categories: Corporate Bond, High-Yield Bond, Inflation-Protected Bond, Intermediate Core Bond, Intermediate Core-Plus Bond, Intermediate Government, Long Government, Muni California Intermediate, Muni California Long, Muni Massachusetts, Muni Minnesota, Muni National Intermediate, Muni National Long, Muni National Short, Muni New Jersey, Muni New York Intermediate, Muni New York Long, Muni Ohio, Muni Pennsylvania, Muni Single State Intermediate, Muni Single State Long, Muni Single State Short, Muni Target Maturity, Short Government, Short-Term Bond, Ultrashort Bond, Global Bond, and Global Bond-USD Hedged. Index Data Sources Index data provided by Bloomberg, MSCI, Russell, FTSE Fixed Income LLC, and S&P Dow Jones Indices LLC. Bloomberg data provided by Bloomberg. MSCI data © MSCI 2024, all rights reserved. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. FTSE fixed income indices © 2024 FTSE Fixed Income LLC. All rights reserved. S&P data © 2024 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Indices are not available for direct investment. Their performance does not reflect the expenses associated with management of an actual portfolio. US-domiciled mutual funds and US-domiciled ETFs are not generally available for distribution outside the US. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/uncertainty-is-underrated monthly 0.5 2024-02-17 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/what-happens-when-you-pass-away-without-a-willtrust monthly 0.5 2024-02-04 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/641d2064-e566-47d8-881d-4bad56e56b5e/Screenshot+2024-02-04+10.18.15+AM.png BLOG - What happens when you pass away without a Will/Trust - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-importance-of-reviewing-your-trust monthly 0.5 2024-02-04 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/401k-committee-best-practices monthly 0.5 2024-01-22 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/2023-q4-quarterly-amp-annual-market-amp-portfolio-report monthly 0.5 2024-01-10 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/c979d4a0-1068-4009-a864-df4403702d68/Screenshot+2024-01-04+7.56.23+PM.png BLOG - 2023 Q4 Quarterly & Annual Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/5398f5d0-59d9-47ce-8a7d-51e5de200590/Screenshot+2024-01-04+7.57.00+PM.png BLOG - 2023 Q4 Quarterly & Annual Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/iuv0plht661t4vfr6o2h8n1pst1saz monthly 0.5 2023-12-19 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/return-to-sound-money-single-best-economic-amp-financial-development-in-the-last-20-years monthly 0.5 2024-01-08 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/magnificent-7-outperformance-may-not-continue monthly 0.5 2023-12-17 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/91b9341f-54cb-49d8-9d1f-0769c301bd28/image+1.png BLOG - Magnificent 7 Outperformance May Not Continue - Make it stand out Past performance is not a guarantee of future results. In USD. Data from CRSP and Compustat. Companies are sorted every January by beginning-of-month market capitalization to identify first-time entrants into the top 10. The market is defined as the Fama/French Total US Market Research Index. The Fama/French indices represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. Eugene Fama and Ken French are members of the Board of Directors of the general partner of, and provide consulting services to, Dimensional Fund Advisors LP. See “Index Description” for a description of the Fama/French index data. Indices are not available for direct investment. The index has been included for comparative purposes only. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/whats-more-powerful-than-ai monthly 0.5 2023-12-13 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/cash-or-bonds-which-one-is-right-for-you monthly 0.5 2023-12-07 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/d3aeae6a-df40-419c-ad81-cc395d96d5f3/Screenshot+2023-12-06+4.06.25+PM.png BLOG - Cash or bonds? Which one is right for you? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/ad87507f-9405-425b-b92e-8f938c790f30/Screenshot+2023-12-06+4.16.27+PM.png BLOG - Cash or bonds? Which one is right for you? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/rising-rates-short-term-pain-for-long-term-gain monthly 0.5 2023-12-06 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/5a2310fc-ae07-4b36-b6ba-7f0e2e377326/Screenshot+2023-12-06+2.20.15+PM.png BLOG - Rising Rates: Short-Term Pain for Long-Term Gain? - Make it stand out For illustrative purposes only. Data presented are based on mathematical principles, are not representative of indices, actual investments, or actual strategies managed by Dimensional, and do not reflect costs and fees associated with an actual investment. Growth of wealth assumes a constant duration and fat yield curve for simplicity.For Scenario 2, the approximate 15% drop in value seen in year 0 is based on a hypothetical yield increase from 1% to 4%, resulting in an immediate decline in value. The drop in value can be approximated by multiplying the assumed five-year duration by the yield increase. Fixed income securities are subject to increased loss of principal during periods of rising yields. Source: Dimensional. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/how-is-investing-like-losing-weight monthly 0.5 2023-11-25 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/6a674acb-3fdb-4fbf-a66f-f486611ac7eb/scale.jpeg BLOG - How is investing like losing weight? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/stocks-can-still-go-up-if-the-government-shuts-down monthly 0.5 2023-10-24 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/92495f54-d55f-40ac-8438-df9a3aa236cd/e1_stocks-can-still-go-up-if-the-government-shuts-down.png BLOG - Stocks Can Still Go Up if the Government Shuts Down - Make it stand out Funding-gap and shutdown dates are sourced from the US House of Representatives: History, Art & Archives. https://history.house.gov/Institution/Shutdown/Government-Shutdowns/ https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/9f2b0e0f-ebb8-43dc-a814-35ca283e7814/e2_stocks-can-still-go-up-if-the-government-shuts-down.png BLOG - Stocks Can Still Go Up if the Government Shuts Down - Make it stand out Past performance is no guarantee of future results. In USD. Data presented in the growth of $1 chart is hypothetical and assumes reinvestment of income and no transaction costs or taxes. The chart is for illustrative purposes only and is not indicative of any investment. Data is provided by Fama/French. The Fama/French index represents academic concepts that may be used in portfolio construction and is not available for direct investment or for use as a benchmark. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. See “Index Description” for a description of the Fama/French index data. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/how-our-response-to-technology-destroys-wealth monthly 0.5 2023-10-11 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1a3d488e-bb17-4d0e-9e4b-21780e45b23b/st0471.jpg BLOG - How Our Response to Technology Destroys Wealth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/2023-q2-quarterly-market-amp-portfolio-report-1 monthly 0.5 2023-11-03 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/9b906b42-43d6-4c05-835e-e766d64b990d/Screenshot+2023-10-07+112558.jpg BLOG - 2023 Q3 Quarterly Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/5406a3e5-7acc-40e5-ae6d-b3bb4080aa44/Screenshot+2023-10-07+112644.jpg BLOG - 2023 Q3 Quarterly Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/you-know-more-about-investing-than-you-think-you-do monthly 0.5 2023-10-01 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/why-the-growth-of-etfs-does-not-spell-the-end-of-price-efficiency monthly 0.5 2023-09-20 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/133b6530-c27d-463a-bce2-eff4854d97db/article_why-the-growth-of-etfs-does-not-spell-the-end-of-price-efficiency_e1.png BLOG - Why the Growth of ETFs Does Not Spell the End of Price Efficiency - Make it stand out In US dollars. ETF net flow data sourced from Morningstar; excludes money-market funds, funds of funds, and feeders. Trading volume data sourced from Bloomberg. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/do-downturns-lead-to-down-years monthly 0.5 2023-09-10 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/fada1b62-5abb-41a1-a003-46dd3d6cd291/do-downturns-lead-to-down-years_e1_august-2023.png BLOG - Do Downturns Lead to Down Years? - Make it stand out Past performance is not a guarantee of future results. January 2003–December 2022, in USD. Data is calculated off rounded daily returns. US Market is represented by the Russell 3000 Index. Largest Intra-Year Decline refers to the largest market decrease from peak to trough during the year. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/stock-gains-can-add-up-after-big-declines monthly 0.5 2023-08-22 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/617fcb16-2282-4f37-9007-8f8256e4ef85/Screenshot+2023-08-22+3.30.38+PM.png BLOG - Stock Gains Can Add Up after Big Declines - Make it stand out Short-term performance results should be considered in connection with longer-term performance results. The Fama/French Indices represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/aretha-franklin-will-dispute-update monthly 0.5 2023-08-20 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/real-time-ratings-are-more-dynamic-than-fitchs monthly 0.5 2023-08-09 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/8a98ea07-3047-49d9-b03b-42cb4363c967/ex+1.png BLOG - Real-Time Ratings Are More Dynamic than Fitch’s - Make it stand out Source: Bloomberg. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/4fa380fb-9398-4833-8594-89e99cb1a845/ex+2.png BLOG - Real-Time Ratings Are More Dynamic than Fitch’s - Make it stand out Source: TRACE. Dimensional eligible universe data as of December 2022: ~21,000 securities, ~1,900 issuers, of which ~5,000 securities and ~750 issuers were held globally. Holdings are subject to change. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/3-key-power-of-attorney-powers-everyone-should-have monthly 0.5 2023-07-12 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/2023-q2-quarterly-market-amp-portfolio-report monthly 0.5 2023-07-10 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/6be16941-a19c-4b68-8cd0-38a736fa1ff0/Std+Image+for+Blog+Post.png BLOG - 2023 Q2 Quarterly Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/c256826c-909a-457f-9de8-9032484af7a5/Soc+Image+for+Blog+Post.png BLOG - 2023 Q2 Quarterly Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/0f253e3f-6f15-466c-92ae-6b3246c56ac2/Summary+Image+of+Qrtly+Report.png BLOG - 2023 Q2 Quarterly Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/market-returns-through-a-century-of-recessions monthly 0.5 2023-06-29 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/e9f728d8-9143-414d-974d-c67ca092b883/image001.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/83f01889-3c94-440e-b949-184345681fb0/image002.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/b0f042cc-ac4b-4a40-bf3d-1c9765d23795/image003.jpg BLOG - History Book: Market Returns through a Century of Recessions - 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History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/ec2bac2e-8820-4071-8153-57c5b652c0e3/image008.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/cf372500-372a-4ef4-9360-d11a65760275/image009.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/dd49f927-976c-4883-9c3e-6505542d3ea2/image010.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/296a381d-b885-43b6-8c76-99e7c33c6fc1/image011.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/50fbac5e-1ac7-4c22-bfd9-3b82d81d7b91/image012.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/661b3a5d-f7b2-42f9-bc29-ca59f585d868/image013.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/4c749079-44d8-4d0e-894c-ecdbc7eceaeb/image014.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/97d4ed7d-46e1-468b-8c3f-95b9130d43eb/image015.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/cb74c0c3-6bbf-4502-8b9f-f1d2fff626af/image016.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/04b0a1fc-8413-465e-bbc9-048afcfee588/image017.jpg BLOG - History Book: Market Returns through a Century of Recessions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/plan-sponsors-responsibility-managing-lost-participants-and-401k-account-clutter monthly 0.5 2023-06-28 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/does-higher-inflation-hurt-stock-market-performance monthly 0.5 2023-06-13 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-wacky-world-of-customer-service-you-need-an-advocate monthly 0.5 2023-06-05 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/2ca95dba-1b03-4563-9d31-3dda1c64d71c/Screenshot+2023-06-05+8.24.26+AM.png BLOG - The Wacky World of Post Pandemic Customer Service (You need an advocate!) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-bumpy-road-to-the-markets-long-term-average-1 monthly 0.5 2023-05-30 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/fa201031-0c89-4d80-ae46-6ea543bf01ff/Screenshot+2023-05-30+3.23.43+PM.png BLOG - The Bumpy Road to the Market’s Long-Term Average - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/from-skynet-to-chatgpt-ai-and-its-investment-implications monthly 0.5 2023-05-30 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/a-number-sequence-that-explains-market-behavior monthly 0.5 2023-05-11 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/5baad0be-3a9d-4158-bb93-ac8e7063de18/Screenshot+2023-05-11+3.51.03+PM.png BLOG - A Number Sequence that Explains Market Behavior - Make it stand out The S&P Index return 2003-2022 (a low cost index fund would have a slightly lower return), $1 grew to a little less that more than $6 over the last 20 years. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/lessons-from-the-fall-of-first-republic-bank monthly 0.5 2023-05-10 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/fff78529-737b-4119-bbf7-9e3626769cbd/firstrepublic.jpeg BLOG - Lessons from the Fall of First Republic Bank - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/hsa-the-power-account monthly 0.5 2023-05-09 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/about-the-schwab-td-ameritrade-integration monthly 0.5 2023-04-11 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/2023-q1-quarterly-amp-annual-market-amp-portfolio-report monthly 0.5 2023-04-26 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/3711588c-a091-4a64-86ac-cc6c8aead527/Screenshot+2023-04-09+203946.png BLOG - 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Let’s put it into perspective. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/qvz8v2d53985f8w072mnje0avxztjg monthly 0.5 2023-03-09 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/transfer-on-death-deeds-and-the-6-main-issues-they-can-cause-in-california monthly 0.5 2023-03-09 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/indexing-vs-dfas-approach monthly 0.5 2023-02-14 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/two-steps-forward-one-step-back-for-investors monthly 0.5 2023-02-07 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/a379ee1c-e924-41b9-b292-98b943fe6ba4/exhibit1_two-steps-forward-one-step-back-for-investors.png BLOG - Two Steps Forward, One Step Back for Investors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/c19320d3-9c3b-4f3b-b691-869132fe7ec0/exhibit2_two-steps-forward-one-step-back-for-investors.png BLOG - Two Steps Forward, One Step Back for Investors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/aca23e79-86d5-4443-94df-ca585c4c34b8/exhibit3_two-steps-forward-one-step-back-for-investors.png BLOG - Two Steps Forward, One Step Back for Investors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/aff99ac5-e2c5-478c-8a43-93c9273d3d12/exhibit4_two-steps-forward-one-step-back-for-investors.png BLOG - Two Steps Forward, One Step Back for Investors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/dimensional-co-ceo-on-value-investing-amp-discipline-in-investing monthly 0.5 2023-01-24 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/people-have-memories-markets-dont monthly 0.5 2023-01-18 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/how-long-does-it-take-to-settle-a-revocable-trust-after-someone-dies-in-california monthly 0.5 2023-01-12 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/market-review-2022-after-a-down-year-looking-to-the-past-as-a-guide monthly 0.5 2023-01-08 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/6b23f369-425a-4351-9aca-b4c8d19bb78e/DFA1.png BLOG - Market Review 2022: After a Down Year, Looking to the Past as a Guide - Make it stand out Past performance is no guarantee of future results. In USD. MSCI All Country World Index, net dividends. MSCI data © MSCI 2023, all rights reserved. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Headlines are sourced from various publicly available news outlets and are provided for context, not to explain the market's behavior. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/cb7ecad9-57c6-48e7-ad4e-16b5cf4bb8bd/DFA2.png BLOG - Market Review 2022: After a Down Year, Looking to the Past as a Guide - Make it stand out Past performance is no guarantee of future results. In USD. Cumulative returns, January 1, 2022–December 31, 2022. FAANG stock data source: Refinitiv. Facebook and Google now known as Meta and Alphabet, respectively. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/c38cd26f-aac3-4460-82b3-e5d5ff61f617/DFA3.png BLOG - Market Review 2022: After a Down Year, Looking to the Past as a Guide - Make it stand out Past performance is not a guarantee of future results. In USD. Drawdowns include all periods where the 60/40 portfolio declined by 10% or more from the prior peak. Peaks are defined as months where the 60/40 portfolio's cumulative return exceeds all prior monthly observations. Returns are calculated for the one-, three-, and five-year look-ahead periods beginning the month after the 10% decline threshold is exceeded. The bar chart shows the average cumulative returns for the one-, three-, and five-year periods post-decline. There are 10, nine, and nine observations for the one-, three-, and five-year look-ahead periods, respectively. Source: Morningstar Direct as of December 31, 2022. Five-year US Treasury notes data provided by Morningstar. S&P data © 2023 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/2022-q4-quarterly-amp-annual-market-amp-portfolio-report monthly 0.5 2023-01-31 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/28e52e8d-8974-44c7-bbff-ec5ed42ca90c/Screenshot+2023-01-06+200008.jpg BLOG - 2022 Q4 Quarterly & Annual Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/65e702a6-2c34-4145-a179-371f96be44d1/Screenshot+2023-01-06+200057.jpg BLOG - 2022 Q4 Quarterly & Annual Market & Portfolio Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/325f36bf-503d-444c-959e-00232ba6f563/Screenshot+2023-01-07+091327.jpg BLOG - 2022 Q4 Quarterly & Annual Market & Portfolio Report - Make it stand out Performance data shown represents past performance and is no guarantee of future results. The sample includes funds at the beginning of each respective period ending November 30, 2022. Survivors are funds that had returns for every month in the sample period. Outperformers (winner funds) are funds that survived the sample period and whose cumulative net return over the period exceeded that of their respective benchmark. Each fund is evaluated relative to its respective primary prospectus benchmark. Where the full series of primary prospectus benchmark returns is unavailable, funds are instead evaluated relative to their Morningstar category index. 1. US-domiciled, USD-denominated open-end and exchange-traded fund (ETF) data is provided by Morningstar. 2. Dimensional fund data provided by the fund accountant. Dimensional funds or sub-advised funds whose access is or previously was limited to certain investors are excluded. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/secure-act-20 monthly 0.5 2023-01-18 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/reflections-on-life-markets-and-economy monthly 0.5 2022-12-16 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/wheres-the-economy-going-some-well-thought-out-possibilities monthly 0.5 2022-11-30 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/elect-to-leave-your-portfolio-alone monthly 0.5 2022-11-09 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/9642f759-dbfb-440c-ac20-c83882a153ca/mkt-29913-midterm-election-strategy_01ss.png BLOG - Elect to Leave Your Portfolio Alone - Make it stand out Average annual return in 12 months following a midterm election begins November in those years. Data source: S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/on-line-based-estate-planning monthly 0.5 2023-01-31 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/q3-2022-quarterly-market-amp-performance-commentary monthly 0.5 2022-10-06 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/investment-returns-start-with-ingenuity monthly 0.5 2022-10-04 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/c670b2fc-f51f-4a66-931f-ffcf26a665b9/FE1.jpg BLOG - Investment Returns Start with Ingenuity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/62933518-5dd5-496e-b657-86a3ec5b5b78/FE2.jpg BLOG - Investment Returns Start with Ingenuity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/852f32d6-d6b2-4511-af14-d9880b6b430d/FE3.jpg BLOG - Investment Returns Start with Ingenuity - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/go-global-for-diversification-that-travels-well monthly 0.5 2022-09-20 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/77e2038f-54c7-458c-96e8-d49d1e89c8dc/mkt-27150-insights-blog-world-of-opportunity-usd_wemc-1.png BLOG - Go Global for Diversification That Travels Well - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/f8406682-5a82-4175-88e0-acbe4893e3ca/mkt-27150-insights-blog-world-of-opportunity-usd_gbm.png BLOG - Go Global for Diversification That Travels Well - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/liquid-alternatives-panacea-or-just-a-pain monthly 0.5 2022-09-14 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/fa55e61c-3f3e-4eab-a8dc-2a85c61584e7/DFA+1a.jpg BLOG - Liquid Alternatives: Panacea, or Just a Pain? - Make it stand out Sample includes long-short equity, managed-futures, and market neutral equity funds from the Morningstar fund database after they have reached $50 million in AUM and have at least 36 months of return history. Multiple share classes are aggregated to the fund level. Managed-futures funds represented by the Morningstar category “US Fund Systematic Trends.” Market neutral funds represented by the Morningstar global category “Market Neutral.” Long-short equity funds represented by the Morningstar category “US Fund Long-Short Equity.” https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/92510ebd-de7c-42fc-a2a5-d76c2feda8cc/DFA+2a.png BLOG - Liquid Alternatives: Panacea, or Just a Pain? - Make it stand out Past performance is not a guarantee of future results. Liquid-alternative funds include long-short equity, managed-futures, and market neutral equity funds from the Morningstar fund database after they have reached $50 million in AUM and have at least 36 months of return history. Multiple share classes are aggregated to the fund level. Chart shows annualized average asset-weighted returns of the liquid-alternative funds and standard deviations with global stock and bond indices. One-month Treasury bill data provided by FTSE. Other index data provided by Morningstar. Managed-futures funds represented by the Morningstar category “US Fund Systematic Trends.” Market neutral funds represented by the Morningstar global category “Market Neutral.” Long-short equity funds represented by the Morningstar category “US Fund Long-Short Equity.” Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Indices have been included for comparative purposes only. Standard deviation is a measure of the variation or dispersion of a set of data points. Standard deviations are often used to quantify the historical return volatility of a security or a portfolio. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/active-management-hasnt-shined-in-volatile-markets monthly 0.5 2022-09-13 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/8145b4e5-b119-4541-b579-684c7ff9baec/mkt-28006-active-performance-vs-market-volatility-e1_01ss.png BLOG - Active Management Hasn’t Shined in Volatile Markets - Make it stand out Past performance is no guarantee of future results. Market volatility computed each month using standard deviation of Fama/French Total US Market Research Index daily returns. Monthly volatility observations are then averaged over rolling three-year periods formed at the end of each year. Outperformance rates are computed over the same rolling three-year periods and are calculated as the percentage of active US-domiciled equity funds that survive the period and outperform their respective Morningstar category index net of all fees and expenses. Sample of active managers consists of funds categorized as active US equity by Morningstar. Fund returns are average returns computed each month, with individual fund observations weighted in proportion to their assets under management (AUM). Index benchmarks are those assigned by Morningstar based on the fund’s Morningstar category. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/what-history-tells-us-about-the-market-and-control-of-us-congress monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/fdfe61c3-e861-4aa8-b999-a530b033ad66/DFA+1.jpg BLOG - What History Tells Us about the Market and Control of US Congress - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/faangs-become-value monthly 0.5 2022-08-31 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/e9e46776-9721-45f9-9844-bb3b137df3ba/mkt-28132-faangs-gone-value_03.png BLOG - FAANGs Become Value Stocks - Make it stand out Past performance is no guarantee of future results. In USD. Data from CRSP and Compustat for the time period 1927-2021. Average annualized outperformance of companies before and after the first year they became one of 10 largest in US. Companies are sorted every January by beginning of month market capitalization to identify first time entrants into the top 10. Market defined as Fama/French Total US Market Research Index. The Fama/French Indices represent academic concepts that may be used in portfolio construction and are not available for direct investment or for use as a benchmark. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. Index has been included for comparative purposes only. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/bonds-deliver-positive-returns-in-july monthly 0.5 2022-08-13 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/98185ce1-899b-4c84-96e4-9e585fe5cd58/DFA+Bonds1.png BLOG - Bonds Deliver Positive Returns in July - Make it stand out Past performance is not a guarantee of future results. Source: Bloomberg. In USD. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Bloomberg data provided by Bloomberg. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/a56a3ddb-d883-4b7e-b305-3c458985d838/DFA+Bonds2.png BLOG - Bonds Deliver Positive Returns in July - Make it stand out Past performance is not a guarantee of future results. Source: Bloomberg https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/why-you-shouldnt-abandon-bonds monthly 0.5 2022-07-29 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/f1630fc3-b544-4024-b4b1-c0e0927b2a4f/Van+bond1.jpg BLOG - Why You Shouldn't Abandon Bonds - Make it stand out Past performance is no guarantee of future results. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Notes: Monthly data are from December 31, 1999, to May 31, 2022. U.S. aggregate bonds are represented by the Bloomberg U.S.Aggregate Bond Index in USD. All bond income is assumed to be reinvested. Income return is the reinvestment of coupons and compound interest on the reinvestment. Source: Bloomberg. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/a771160b-d39c-4025-ac9e-477383ab7213/Van+bond2.jpg BLOG - Why You Shouldn't Abandon Bonds - Make it stand out Past performance is no guarantee of future results. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. Notes: For this example, we assume that an investor fully funded a $100,000 investment in the Barclay’s Capital U.S. Aggregate Bond Index (now Bloomberg U.S. Aggregate Bond Index) on January 1, 1976. We do not account for any expenses or taxes. Interest-on-interest return is calculated as the remainder after subtracting both income and capital returns from the total return. Source: Vanguard calculations based on capital, income, and total return data reported by Barclay’s Capital. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/7f2f964d-5578-4ceb-9d7a-7361bebbffdd/Van+bond+3.jpg BLOG - Why You Shouldn't Abandon Bonds - Make it stand out Notes: This hypothetical example begins with a portfolio value of $100,000 and does not represent the return on any particular investment. “No change” yields are based on a starting yield of 3%. For simplicity, duration was assumed to remain at two years, but in practice, as yields change, duration also changes. Such a dramatic change in yields, as this example assumes, would likely constitute a rather significant adjustment to a portfolio’s weighted average duration. For purposes of illustration, we assumed no change to yields in subsequent years. Yields are not guaranteed. Source: Vanguard. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/about-esg monthly 0.5 2022-11-23 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/issues-involved-with-co-owning-property-with-your-child monthly 0.5 2022-07-26 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/what-does-a-successor-trustee-do monthly 0.5 2022-07-19 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/chasing-high-flying-stocks-risks-meme-reversion monthly 0.5 2022-07-13 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/b953720f-51a2-40c5-a243-f578ec3a8c7d/exhibit-1_mkt-27044-meme-reversion_to-the-moon-and-back_01ss-e1.png BLOG - Chasing High-Flying Stocks Risks Meme Reversion - Make it stand out Source: Robinhood Q1 2022 earnings presentation https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/b6450700-2129-447a-85be-9bea6cd3c6e9/exhibit-2_mkt-27044-meme-reversion_to-the-moon-and-back_01ss-e2.png BLOG - Chasing High-Flying Stocks Risks Meme Reversion - Make it stand out Past performance is not a guarantee of future results. Source: Bloomberg. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/44ffd9e9-d844-4a3e-88b9-a967fabfa6bc/exhibit-3_mkt-27044-meme-reversion_to-the-moon-and-back_02ss-e3.png BLOG - Chasing High-Flying Stocks Risks Meme Reversion - Make it stand out Footnote 1 in image above, “STONKS”. Past performance is not a guarantee of future results. Performance results are hypothetical and achieved with the benefit of hindsight. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/3c8924b8-6c2a-4e67-b9f2-5250d2724b02/exhibit-4_mkt-27044-meme-reversion_to-the-moon-and-back_02ss-e4.png BLOG - Chasing High-Flying Stocks Risks Meme Reversion - Make it stand out Source: Bloomberg. Past performance is not a guarantee of future results. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/q2-2022-quarterly-market-amp-performance-commentary monthly 0.5 2022-07-09 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/2a582190-e326-46a9-b3ab-29d020776387/Screenshot+2022-07-08+151724.jpg BLOG - Q2 2022 Quarterly Market & Performance Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1141f041-418f-46a7-b769-e67c6538775e/Screenshot+2022-07-08+152232.jpg BLOG - Q2 2022 Quarterly Market & Performance Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/tips-can-help-investors-when-inflation-spikes monthly 0.5 2022-06-28 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/0a51eb3e-1754-43ac-ba0b-2b1aeced5275/heres+a+atip.png BLOG - TIPS Can Help Investors When Inflation Spikes - Make it stand out In USD. Sources: Bloomberg, Federal Reserve Bank of St. Louis Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/are-we-headed-for-a-recession monthly 0.5 2022-06-22 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/ca0fe1dd-572f-4db9-b00f-4801ea2d925e/mkt-26855-insights_are-we-headed-for-a-recession_01ss_v2.png BLOG - Are We Headed for a Recession? - Make it stand out Past performance is no guarantee of future results. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/understanding-amp-coping-with-market-downturns monthly 0.5 2022-06-21 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/3861787d-90fd-42fb-a6ce-69b9b42fba6c/Screenshot+2022-06-16+202947.jpg BLOG - Understanding & Coping with Market Downturns - Make it stand out Sources: Vanguard calculations, using data from FactSet. All data as of December 31, 2021. Notes: This is a hypothetical illustration. The Balanced portfolio is represented by 50% S&P 500 Index and 50% Bloomberg U.S. Aggregate Bond Index; bonds are represented by Bloomberg U.S. Aggregate Bond Index; and cash is represented by 3-month Treasury bills. Past performance is no guarantee of future results. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/669d24af-5dfe-433a-b3c0-78c04c1846dc/Screenshot+2022-06-17+153901.jpg BLOG - Understanding & Coping with Market Downturns - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/manage-your-destiny monthly 0.5 2022-06-23 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/a-quick-gdp-primer monthly 0.5 2022-06-16 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/cce4ef5d-82dd-499f-a149-e77b5e8a21bd/Real+GDP+change+18+to+22.png BLOG - A quick GDP Primer - Make it stand out You can see the GDP changed rocked by the government response to Covid, and the economy coming back on in Q3 2020. Notice the relatively large positive change in Q4 ‘20 to Q4 ‘22 due to the government stimulus and continued reopening. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/081a0ee5-e016-400f-97d1-89fe46d4a207/fredgraph.png BLOG - A quick GDP Primer - Make it stand out The actual growth of the GDP over many years with recessions (contractions) shaded. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/light-at-the-end-of-the-inflation-tunnel monthly 0.5 2022-06-14 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/6d38700c-40f9-4e94-bdea-f760f9adf3b3/mkt-26716-insights-exhibits-light-at-the-end-of-the-inflation-tunnel_02fs-updated-exhibit-1.png BLOG - Light at the End of the Inflation Tunnel? - Make it stand out Source: Dimensional, using data from Bloomberg. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/organization-ideas-for-401k-plan-sponsors-to-limit-liability monthly 0.5 2022-06-01 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/small-cap-class-reunion-where-are-they-now monthly 0.5 2022-06-01 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/d397adca-dbd5-4ba2-b704-8bfceb00951e/exh+1.png BLOG - Small Cap Class Reunion: Where Are They Now? - Make it stand out Past performance is not a guarantee of future results. Returns are computed from the Russell 2000 Index’s published security weights and Dimensional-computed security returns. This information should not be considered a recommendation to buy or sell a particular security. Named securities may be held in accounts managed by Dimensional. The securities identified do not represent all securities purchased or sold for client accounts. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/4db5bc8d-30b9-4c1f-8404-fa64a303e304/exh+2.png BLOG - Small Cap Class Reunion: Where Are They Now? - Make it stand out Past performance, including hypothetical performance, is not a guarantee of future results. Market segment returns are the return to small caps with the stated characteristic within the Russell 2000 Index. Small cap is defined as the smallest 10% of market cap. High Relative Price, Low Profitability consists of the stocks with the highest relative prices and lowest profitability within small caps. Profitability is measured as operating income before depreciation and amortization minus interest expense scaled by book. High Asset Growth consists of the stocks with the highest asset growth within small caps. Asset growth is defined as change in total assets from the prior fiscal year to current fiscal year. Low Relative Price, High Profitability represents small caps in the 35% of market cap with the lowest price-to-book ratios and excludes the lowest 10% of market capitalization by profitability. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/04e08aef-d42f-45b8-9b9d-b24c970394b6/exh+3.png BLOG - Small Cap Class Reunion: Where Are They Now? - Make it stand out Holdings as of December 31, 2021. Stocks are plotted on price-to-book and profitability. The size of the bubble is proportional to the market capitalization of the stock. Profitability is measured as operating income before depreciation and amortization minus interest expense scaled by book. Where book values are negative, stocks are plotted at the far left of the horizontal axis. Returns to market segments are computed from the Russell 2000 Index’s published security weights and Dimensional-computed security returns. Relative price (e.g., value and growth) designations are based on price-to-book ratios. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-4-most-common-reasons-families-end-up-in-probate-court-even-though-they-had-a-trust monthly 0.5 2022-05-21 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/singled-out-historical-performance-of-individual-stocks monthly 0.5 2022-05-17 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/62273028-9d8f-4a99-992d-4d12d25f0a80/mkt-25286-singled-out_historical-performance-of-individual-stocks_01ss-e1.png BLOG - Singled Out: Historical Performance of Individual Stocks - Make it stand out Past performance is not a guarantee of future results. Source: Dimensional, using data from CRSP and Compustat. The US market includes all US common stocks without gaps in monthly data for a given rolling period. Delisted stocks with delisting code between 200 and 399 are considered good delists; bad delists are 400 or greater. Outperformance defined relative to the value-weighted market at each cross-section. Statistics reported are averages computed across rolling multiyear periods formed monthly from the cross-section of stocks available at the start of that month. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/8b4126c1-e85f-4819-a865-6854de021bc3/mkt-25286-singled-out_historical-performance-of-individual-stocks_01ss-e2.png BLOG - Singled Out: Historical Performance of Individual Stocks - Make it stand out Past performance is not a guarantee of future results. Source: Dimensional, using data from CRSP and Compustat. The US market includes all US common stocks without gaps in monthly data for a given rolling period. Excess return for each stock is the difference in annualized compound returns between the stock and the value-weighted market. Statistics reported are averages computed across rolling multiyear periods formed monthly from the cross-section of stocks available at the start of that month. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/2a2f7df5-e5d8-43c5-93b6-7699890276c1/mkt-25286-singled-out_historical-performance-of-individual-stocks_01ss-e3.png BLOG - Singled Out: Historical Performance of Individual Stocks - Make it stand out Past performance is not a guarantee of future results. Source: Dimensional, using data from CRSP and Compustat. Includes all US common stocks. Delisted stocks with delisting code between 200 and 399 are considered good delists; bad delists are 400 or greater. Stocks with complete prior 20-year monthly data classified as past outperformers and underperformers relative to the value-weighted market. 10-year survivorship and outperformance defined relative to the value-weighted market at each cross-section using stocks without gaps in the following 10-year monthly data. Survivorship and outperformance and bad delists are averages computed across rolling 10-year periods formed monthly from the cross-section of stocks available at the start of that month. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/have-the-tech-giants-been-defaanged monthly 0.5 2022-05-12 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/94b41c19-39b8-46d5-95ed-609bd983cef5/updated-mkt-25778-insights-exhibits-defaanged_03fs.png BLOG - Have the Tech Giants Been DeFAANGed? - Make it stand out Source: Bloomberg. Facebook and Google now known as Meta and Alphabet, respectively. Past performance is not a guarantee of future results. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/surprisingly-benign-how-stocks-respond-to-hikes-in-fed-funds-rate monthly 0.5 2022-05-10 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/c763cadf-4eb2-4e72-baa0-6b3d06ba4f90/mkt-25588-insights_hiked-up_equity-markets-and-fed-funds-rate-increases-e1.png BLOG - Surprisingly Benign: How Stocks Respond to Hikes in Fed Funds Rate - Make it stand out Past performance is not a guarantee of future results. See below for source information. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/b73e9f1d-ae42-4e1d-bcc1-5a1c2f637903/mkt-25588-insights_hiked-up_equity-markets-and-fed-funds-rate-increases-e2.png BLOG - Surprisingly Benign: How Stocks Respond to Hikes in Fed Funds Rate - Make it stand out Past performance is not a guarantee of future results. See below for Source information. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/believe-it-or-not-its-been-an-average-year-for-the-stock-market monthly 0.5 2022-05-07 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/d2bebecb-f25d-4905-8647-3cc2e9508aec/Screenshot+2022-05-06+185314.jpg BLOG - Believe it or not, it’s been an average year for the stock market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/ef169b1b-dc39-4fe4-9b80-963ec0d0406b/Screenshot+2022-05-06+185504.jpg BLOG - Believe it or not, it’s been an average year for the stock market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/5408e02d-2622-487f-87d4-af34fd6db21c/Screenshot+2022-05-06+185647.jpg BLOG - Believe it or not, it’s been an average year for the stock market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-rewarding-distribution-of-us-stock-market-returns monthly 0.5 2022-04-26 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/20c80d25-d55e-4eca-929d-f064711ee4fd/Screenshot+2022-04-26+104124.jpg BLOG - The Rewarding Distribution of US Stock Market Returns - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/vqsg9gzupbfyv4y7na4x8yxx570mqn monthly 0.5 2022-04-13 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/q1-2022-market-commentary-amp-performance-report monthly 0.5 2022-04-11 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/a12857a4-c822-4e99-9e7b-11edb3678ae6/Geopolitical_Selloff_Freshness2x.png BLOG - Q1 2022 Market Commentary & Performance Report - Make it stand out Courtesy Vanguard https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/8e8a2013-8c63-4417-ab0a-4b0617895878/Increase-in-interest-rates-has-led-to-higher-current-yields-on-fixed-income.png BLOG - Q1 2022 Market Commentary & Performance Report - Make it stand out Courtesy Vanguard https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/a-little-wisdom-about-inflation monthly 0.5 2022-03-08 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/how-to-fund-a-trust-amp-advice-on-how-to-implement-and-maintain-a-trust monthly 0.5 2022-05-10 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/examples-of-markets-reactions-to-geopolitical-events monthly 0.5 2022-02-28 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/f30ab1a1-720e-4645-86d7-f39e1eb36be9/Vanguard+JPG+on+Market+reaction+to+Global+event.jpg BLOG - Examples of Markets Reactions to Geopolitical Events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/navigating-geopolitical-events monthly 0.5 2022-02-24 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/whats-going-on-in-the-markets monthly 0.5 2022-02-24 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/presidential-estate-planning-stories monthly 0.5 2022-02-09 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/is-now-a-good-time-for-value monthly 0.5 2022-02-08 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/17d08fca-3ac2-4310-9395-95ac1b7aade6/DFA+Value+Article.jpg BLOG - Is Now a Good Time for Value? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/fortune-favors-the-disciplined monthly 0.5 2022-02-05 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/401k-beneficiaries-what-why-how-english-amp-espaol monthly 0.5 2022-04-16 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/q4-2021-market-commentary-amp-performance-report monthly 0.5 2022-01-10 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/51f983b3-9280-4c78-b6c5-3534909cfbc1/All+Rise+graphic.jpg BLOG - Q4 2021 Market Commentary & Performance Report - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-power-of-compounding-growth-over-time monthly 0.5 2021-12-12 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/government-debt-and-stock-returns monthly 0.5 2021-12-12 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1af87c44-8447-437f-acda-b3823d4081ec/Due+Process.png BLOG - Government Debt and Stock Returns - Make it stand out Debt/GDP data from OECD (2021). General government debt as a percent of GDP, 2020 or latest available. General government includes central, state, and local governments and the social security funds they control. Debt is the sum of currency and deposits; debt securities; loans; insurance, pensions, and standardized guarantee schemes; and other accounts payable. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/ed168d90-dda8-4460-a855-5a598e9866a3/jpg2.png BLOG - Government Debt and Stock Returns - Make it stand out Past performance, including hypothetical performance, is no guarantee of future results. Actual returns may be lower. Each year, countries are classified as either high- or low-debt depending on whether their debt/GDP was above or below that year’s median debt/GDP, defined separately for developed and emerging markets. The premium return for each group of countries is the average premium return of all countries in the group weighted by countries’ market capitalization weights over the contemporaneous year. Debt is general government debt (central government debt is used where general government debt is not available) provided by International Monetary Fund (2021). Shorter time periods are shown for some countries due to data availability. If a country does not have data extending for the full sample period, we use the longest data series available. Filters were applied to data retroactively and with the benefit of hindsight. Groups of stocks and their returns are hypothetical and are not representative of indices or actual strategies and do not reflect costs and fees associated with an actual investment. Please see the Data Appendix for more information. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/7dc4a470-7734-473f-b128-c4f6b3773f2d/JPG+3.png BLOG - Government Debt and Stock Returns - Make it stand out Past performance, including hypothetical performance, is no guarantee of future results. Actual returns may be lower. Each year, countries are classified as either high- or low-debt growth depending on whether their growth in debt/GDP was above or below that year’s median growth in debt/GDP, defined separately for developed and emerging markets. The premium return for each group of countries is the average premium return of all countries in the group weighted by countries’ market capitalization weights over the contemporaneous year. Debt is general government debt (central government debt is used where general government debt is not available) provided by International Monetary Fund (2021). Shorter time periods are shown for some countries due to data availability. If a country does not have data extending for the full sample period, we use the longest data series available. Filters were applied to data retroactively and with the benefit of hindsight. Groups of stocks and their returns are hypothetical and are not representative of indices or actual strategies and do not reflect costs and fees associated with an actual investment. Please see the Data Appendix for more information. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/why-a-stock-peak-isnt-a-cliff monthly 0.5 2021-12-12 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/43fd1f51-dfb9-4069-b674-eb3dae6e4e1c/cliff+image.jpg BLOG - Why a Stock Peak Isn’t a Cliff - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-noise-in-short-term-performance monthly 0.5 2021-11-23 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/7dc01f9b-6412-4910-9ae8-ce9687677d97/noise-in-the-short-term-performance-e1.png BLOG - The Noise in Short-Term Performance - Make it stand out Past performance, including simulated performance, is no guarantee of future results, and there is always the risk that a client may lose money. Simulated data for research purposes only. This does not reflect actual performance of a live or proposed strategy. Results of an actual account may vary significantly. Simulated returns are hypothetical, are subject to numerous limitations, and do not reflect costs or fees associated with an actual investment. Source: Dimensional, using CRSP and Compustat data. Simulations include small cap value firms, excluding lower profitability firms. Small cap is defined as approximately the bottom 8% of the market capitalization. Value represents the bottom 35% of the market capitalization within small caps based on price-to-book ratio. In addition, simulations exclude firms with high year-on-year asset growth, up to 5% of eligible small cap universe by market cap, and consider momentum. No sector constraints are applied. Each simulation is rebalanced annually in a different month. See Appendix “Important Disclosures” for important information on simulated performance. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/0153eebd-8f61-4db1-970e-3763c78fa56c/noise-in-the-short-term-performance-e2.png BLOG - The Noise in Short-Term Performance - Make it stand out Past performance, including simulated performance, is no guarantee of future results, and there is always the risk that a client may lose money. See Exhibit One for methodology https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/90834c17-8e58-47cf-8eac-a7a33c00afef/noise-in-the-short-term-performance-e3.png BLOG - The Noise in Short-Term Performance - Make it stand out Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/q3-2021-market-commentary-amp-performance-report monthly 0.5 2021-10-08 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/quick-guide-to-navigating-the-june-30-2022-retirement-plan-deadline monthly 0.5 2021-11-17 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/investing-when-inflation-is-a-mystery monthly 0.5 2021-08-10 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-50-year-battle-for-a-better-way-to-invest monthly 0.5 2021-08-03 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/everything-screams-inflation-how-to-interpret-the-headlines monthly 0.5 2021-08-03 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1628009823940-Y9D7ZBHSE0T6IHK0GBXC/image1.png BLOG - ‘Everything Screams Inflation.’ How to Interpret the Headlines. - Make it stand out Past performance is no guarantee of future results. Indices are not available for direct investment. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1628010037641-LN5X2TLLRR3ZJDA02HS3/image2.png BLOG - ‘Everything Screams Inflation.’ How to Interpret the Headlines. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/deflating-inflation monthly 0.5 2021-07-21 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1626806850197-5XYV3RMMV19ZXG5BSR8H/exhibit-1_are-concerns-about-inflation-inflated.png BLOG - Are Concerns About Inflation Inflated? - Make it stand out Past performance is no guarantee of future results. Indices are not available for direct investment. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1626813160474-EEOUBL1HU08I6W7HIC7E/exhibit-2_are-concerns-about-inflation-inflated.png BLOG - Are Concerns About Inflation Inflated? - Make it stand out Past performance is no guarantee of future results. Indices are not available for direct investment. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/forecasting-or-guessing monthly 0.5 2021-07-11 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1626040673440-CAYEIPYVMASZN327Z66V/crystal+ball.jpg BLOG - Forecasting or Guessing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-cost-of-trying-to-time-the-market monthly 0.5 2021-07-11 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1626035357135-B5ZJ6LUAC08G34C2NT0D/Cost+of+Timing+Market+Grapic.jpg BLOG - The Cost of Trying To Time the Market - Make it stand out Based on the total return of the S&P 500 Index from January 1, 1990, to December 31, 2020. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/commentary-q2-2021 monthly 0.5 2021-07-09 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/out-of-bounds-style-drift-in-the-russell-2000-value-index monthly 0.5 2021-06-30 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1625015077748-FZCPMUXR6V2NI2ZHO7J8/insights_style-drift.png BLOG - Out of Bounds: Style Drift in the Russell 2000 Value Index - Make it stand out Excludes stocks with missing or negative book equity. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/why-investors-might-think-twice-about-chasing-the-biggest-stocks monthly 0.5 2021-05-24 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/gamestop-value-of-flexibility monthly 0.5 2021-04-14 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/initial-commentary-q1-2021 monthly 0.5 2021-04-11 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/vanguards-view-on-interest-rate-increase-in-future monthly 0.5 2021-03-25 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/tales-from-the-crypto-how-to-think-about-bitcoin monthly 0.5 2022-02-05 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1615916988045-4LX7MK8IS0SK3B2NYBVM/DFA1.jpg BLOG - Tales from the Crypto: How to Think About Bitcoin by DFA and 2-page Vanguard Article on Cryptocurrency https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1616450097840-BMGN6341264P7A5FR22O/VanCrypt1.jpg BLOG - Tales from the Crypto: How to Think About Bitcoin by DFA and 2-page Vanguard Article on Cryptocurrency https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1616450160270-VAQABS9OPJ1O1UJI3ZHB/VanCrypt2.jpg BLOG - Tales from the Crypto: How to Think About Bitcoin by DFA and 2-page Vanguard Article on Cryptocurrency https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-reaction-to-covid-and-its-ongoing-impact-on-the-economy-amp-markets monthly 0.5 2021-03-02 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/949 monthly 0.5 2021-02-16 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/the-bumpy-road-to-the-markets-long-term-average monthly 0.5 2021-02-10 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1612926901408-SJO5KW69TITDDSADHQ40/SP500+returnsDFA+Bumpy.jpg BLOG - The Bumpy Road to the Market’s Long-Term Average https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/fanmag-because-faangs-are-so-yesterday monthly 0.5 2021-02-09 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1612898094192-OQP2T3M7TD75NZ9AHO3D/At+the+top+of+their+game+DFA1.png BLOG - FANMAG: Because FAANGs Are So Yesterday https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1612898250665-M5T1JQ11B3T93S9FFURT/Same+game+different+outcome+DFA2.png BLOG - FANMAG: Because FAANGs Are So Yesterday https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1612898342128-SXQRS9KHP5AWGAMSD86K/Growth+of+Wealth+DFA3.png BLOG - FANMAG: Because FAANGs Are So Yesterday https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1612898412291-73J84GVWTMJ6DKQNQRGN/A+Familiar+Tale+for+the+Right+Tail+DFA4.png BLOG - FANMAG: Because FAANGs Are So Yesterday https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1612898479140-OEA5N6DJN5GLRFR233FG/Key+Contributors+DFA5.png BLOG - FANMAG: Because FAANGs Are So Yesterday https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/small-cap-breakout monthly 0.5 2021-02-09 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1612839510867-2IB38N8FG5LWGVW9FGPC/Small+Cap+Breakout.jpg BLOG - Small Cap "Breakout" https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/ongoing-secure-act-considerations-for-plan-sponsors-moving-into-2021 monthly 0.5 2021-01-25 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/teslas-charge-reveals-weak-points-of-indexing monthly 0.5 2021-01-20 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1611116185041-67JDALHDRJ7RMNC9I533/1.png BLOG - Tesla’s Charge Reveals Weak Points of Indexing https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1611115285571-CPGW209QK3YAK38AS09A/Exhibit+2_Teslas+Charge+Reveals+Weak+Points+of+Indexing.png BLOG - Tesla’s Charge Reveals Weak Points of Indexing Notes: Stock price data from Bloomberg L.P. Time indicated is US Eastern time. Intraday price equal to (bid price plus ask price)/2, calculated by Dimensional using data from Refinitiv Tick History (TRTH). https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1611115530919-5B6RWA0FJCEUI22WCO7S/2a.png BLOG - Tesla’s Charge Reveals Weak Points of Indexing Notes: Equal-weighted average daily trading volume multiples for S&P 500 Index additions and deletions over the most recent five-year period, from 2015 through 2019. The security level trade volume multiple is based on the ratio of observed daily volume levels over the event horizon relative to the observed daily volume 40 days prior to the reconstitution date. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1611115843152-8GT2Q9ZH6F4VM75X4O0N/3.png BLOG - Tesla’s Charge Reveals Weak Points of Indexing Notes: Daily excess returns are calculated as the equal-weighted average of individual security returns minus the respective index returns. The cumulative excess return for day t+i is calculated as the sum of the daily equal-weighted average excess return from t–22 for S&P, where t+0 is the reconstitution date. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/vtkyd6v4any2r2ht2l2m0qinzfayp2 monthly 0.5 2021-01-14 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1610516777559-32WVFZH720FSH2RYNAAQ/1.png BLOG - Market Review 2020: Looking Back on an Unprecedented Year In US dollars, net dividends. MSCI data © MSCI 2021, all rights reserved. Indices are not available for direct investment. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1610517177290-TLJVWFD37E4YIUIMILJL/2.png BLOG - Market Review 2020: Looking Back on an Unprecedented Year In US dollars. US credit represented by the Bloomberg Barclays US Credit Bond Index. US Treasuries represented by the Bloomberg Barclays US Treasury Bond Index. Bloomberg Barclays data provided by Bloomberg. Indices are not available for direct investment. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1610517374791-79MSM5DXR043YPKI5G4H/3.png BLOG - Market Review 2020: Looking Back on an Unprecedented Year In US dollars. Global equity returns is the MSCI All Country World IMI Index (net div.). MSCI data © MSCI 2021, all rights reserved. Money market fund flows provided by Morningstar. Indices are not available for direct investment. 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In USD. Each hypothetical investment includes all securities in the investable equity universe in the applicable region at free-float market cap weight as determined at the beginning of each year. To be included in the investable equity universe, securities must meet certain minimum capitalization and liquidity requirements. Investment companies are excluded. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1606865257612-HHEZVKCTYWYDQ1UNZ6YP/DFA+2.jpg BLOG - Dividends in the Time of COVID-19 Source: Calculated by Dimensional from Bloomberg data. Dividend-paying firms include all firms that have paid a dividend in the preceding 12 months and were expected to pay a dividend in the current quarter. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1606869024217-GPBI4TYP9W0QQU9M6NSF/DFA+3.jpg BLOG - Dividends in the Time of COVID-19 Note: Global Market return is free-float market cap weighted average of Fama/French Developed Markets and Emerging Markets Indexes. See Index Descriptions in the disclosures for descriptions of Fama/French index data. Source: Calculated by Dimensional from Bloomberg data. Past performance is no guarantee of future results. 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The Mind Map created during the Discovery Meeting. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/hsas-are-the-most-powerful-financial-tool-why-and-how-to-get-started monthly 0.5 2020-11-03 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/a-list-of-401k-plan-resolutions-for-2021 monthly 0.5 2020-10-30 https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/discovering-the-discovery-meeting-deliverable-4-your-current-expert-team-members monthly 0.5 2024-06-17 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1598675964456-ACTY81TJGQH4B5NVONBQ/image-asset.jpeg BLOG - Discovering the Discovery Meeting – Deliverable #4 – Your Current Expert Team Members The Mind Map created during the Discovery Meeting. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/irs-announces-2021-retirement-plan-contribution-limits monthly 0.5 2020-10-27 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1603816108265-GG3ALASPVNM2ZUUPPW8T/IRS.jpg BLOG - IRS Announces 2021 Retirement Plan Contribution Limits https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/discovering-the-discovery-meeting-deliverable-3-30000-foot-view-of-your-current-finances monthly 0.5 2024-06-17 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1598675015950-V2VAFRU2SEZKHPG53CL8/image-asset.jpeg BLOG - Discovering the Discovery Meeting – Deliverable #3 – 30,000 Foot View of Your Current Finances The Mind Map created during the Discovery Meeting. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/discovering-the-discovery-meeting-deliverable-2-your-tangible-goals monthly 0.5 2024-06-17 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1598670796944-PDQX8TQ2AQ39VU5T98G7/image-asset.jpeg BLOG - Discovering the Discovery Meeting - Deliverable #2 - Your Tangible Goals The Mind Map created during the Discovery Meeting. https://www.oreillywealthadvisors.com/oreilly-wealth-advisors-blog/q3-2020-market-review-amp-results monthly 0.5 2020-10-09 https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1602008795527-V41V9ZOM1LZY1MYLO82U/image-asset.jpeg BLOG - 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We’ll help and encourage you to act on the tasks in your unique plan at a pace that works for you. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1600368942557-V97W3ZA13CCMJSA5L3SX/iStock-555250357+sm.jpg WHO WE SERVE - Professionals Your comprehensive plan will include a strategy to maximize the value of your workplace benefits to achieve your long term goals. https://images.squarespace-cdn.com/content/v1/5e0a855a763ced5a0898af01/1600369064029-CRSDVUL7TJ5FTHTPSJZK/iStock-862721706+sm.jpg WHO WE SERVE - Business Owners Business owners are our country’s economic patriots risking everything for themselves, their employees, customers and the community. 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