Resources
Plain-spoken thinking on tax, wealth, stewardship, and running a faith-rooted business — written by Angelus for the clients and friends we serve.
Wealth transferred without stewardship rarely lasts. A practical look at how families prepare the next generation to carry an inheritance well — so it strengthens heirs rather than undoing them.
An estate plan only works if the documents and your actual accounts agree. A plain-language look at how wills, trusts, and beneficiary designations fit together and the coordination that keeps them aligned.
Legacy planning is one of the four pillars of biblical stewardship. Here's what it actually means — passing on convictions, not just assets — and how it differs from a traditional estate plan.
A practical guide to generous, tax-wise giving — appreciated stock, donor-advised funds, bunching, and QCDs — with plain-language examples and the math.
A note on what we'll publish here, how often, and how to make the most of it — whether you're a client, a friend of the firm, or just curious.
Gold is supposed to be a safe haven — yet it fell more than 10% after the Iran war began while stocks rose. A reality check on gold as portfolio ballast.
Dimensional founder David Booth shares six hard-won lessons on leadership and building something that lasts — starting with a question his mentor asked that changed everything.
With inflation back in the headlines, a reminder of the long-run evidence that stocks have outpaced inflation — and why expected inflation is already in market prices.
After years in the shadow of US large caps, international stocks may be stepping back into the spotlight — a case for not giving up on global diversification.
The 'hot hand' is a powerful illusion — in basketball and in markets. Why recent streaks (like currency moves) don't tell you much about what comes next.
What actually happened to markets during 21 geopolitical conflicts since 1990? Based on 36 years of history, the answer is mostly reassuring.
A short Dimensional piece on tax-aware investing — why minimizing capital-gains distributions and giving investors control over when they pay tax can improve real, take-home returns.
The market-implied odds of a Fed rate cut swung wildly through March. A light-touch look at why chasing fed-futures probabilities is a poor basis for decisions.
We now have 100 years of research-quality US stock market data. David Booth on the dataset that quietly reshaped how millions of people invest.
Uncertainty feels like the enemy of investing — but it's actually the source of returns. A reframe on why risk and reward are inseparable.
Oil prices spiked then whipsawed around the Iran conflict. A short piece on why trying to predict oil — or trade your portfolio around it — usually doesn't help.
Private credit is everywhere in the headlines — and increasingly in portfolios. A look at the opacity of private funds and what public markets reveal about the risks.
Bloomberg reports on Dimensional launching the industry's first actively managed ETF share class, following SEC approval — a notable structural milestone.
Dimensional's Q1 2026 market review — stocks slipped late in the quarter on geopolitical strain, international and emerging markets held up better than the US, and value and small caps started the year strong.
US small-cap and value stocks came out of the gate strong in 2026 after lagging in 2025 — a reminder of how fast factor premiums can turn, and how hard they are to time.
Part two of a Q&A on how the surge in AI data-center energy use shows up in a company's carbon footprint — and why measuring it is harder than it sounds.
Wars are deeply unsettling — and a natural worry for investors. Why reacting to geopolitical headlines with portfolio changes tends to backfire.
Worried about concentration in the largest US stocks? Equal-weighting an index is one popular fix — but this Dimensional piece explains why it can add trading costs and taxes without being the right tool for the job.
The global bond market is vast and varied. A one-page look at why broadening beyond domestic bonds can expand opportunity and manage risk.
Bull markets have tended to be longer and stronger than bear markets are short and sharp. A one-pager on the long-term math that favors patient investors.
A scary drop mid-year doesn't doom the whole year. A one-pager showing how often markets finish positive despite a sharp intra-year decline.
The US is a big slice of global markets — but far from all of it. A one-pager on why looking beyond home borders can smooth the ride.
Gold is widely assumed to be an inflation hedge — the data is far less convincing. A one-pager on gold's spotty record against rising prices.
Your mix of stocks and bonds is the biggest lever on both risk and return. A one-page primer on how asset allocation shapes the range of outcomes.
The Fed sets one rate — but market rates across the curve don't simply follow. A one-pager on the loose link between Fed moves and the rates that matter.
The size, value, and profitability premiums are reliable over long horizons — less so over short ones. A one-pager on how the odds improve with time.
Election-month volatility feels inevitable — but the history is calmer than the anxiety. A one-pager on how stocks have actually behaved when Americans vote.
Sector leadership rotates unpredictably year to year. A one-pager on why owning the whole market beats betting on this year's hot sector.
Recessions are frightening in the moment, but markets often turn up before the economy does. A one-pager on keeping perspective through a downturn.
Markets price in news in real time, not when it's made official. A one-pager on why prices move ahead of the headlines — and why timing them is so hard.
The value premium is real but lumpy — it shows up in bursts. A one-pager on why discipline matters most when value has been out of favor.
Sharp downturns are unsettling — but the recoveries that follow have often been substantial. A one-pager on what tends to come after big declines.
Daily headlines can rattle anyone, but over the long term stocks have richly rewarded patient investors. A one-page look at the long-run case for staying invested.
Small-cap value can swing hard from worst to first. A one-pager on why a sharp turnaround rewards investors who stuck with the plan.
The 'average' annual return almost never happens in any single year. A one-pager on the bumpy path behind that smooth long-run number.
Miss just a handful of the market's best days and your long-run return can crater. A one-pager on the steep cost of being out at the wrong time.
Does it matter for stocks which party controls Congress? A one-pager on the historical returns across every configuration of power.
Elections feel high-stakes for portfolios, but markets have grown under both parties. A one-pager on why your vote shouldn't drive your allocation.
Compounding is a quiet, powerful force — small returns stacked over time become large outcomes. A one-page illustration of why starting early matters.
Which country tops the charts each year? It's essentially unpredictable. This one-pager shows why chasing last year's winner is a losing game — and why you diversify.
Yearly stock returns are rarely 'average' — they cluster in the extremes. This one-pager shows why the messy distribution of returns still trends rewarding over time.
By the time a company becomes one of the largest in the market, much of its growth may be behind it. A one-pager on the risk of chasing mega-cap winners.
Treasury Inflation-Protected Securities are built to track inflation directly. A one-pager on how TIPS can play a role in hedging rising prices.
Over the long sweep of history, value has beaten growth more often than not. A one-pager on the long-term odds favoring value.
New market highs feel like a warning to many investors. A one-pager on why all-time highs have historically been followed by more gains, not a fall.
Inflation worries are common, but the historical link to stock returns is weaker than you'd think. A one-pager on stocks through inflationary periods.
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