2021

Jul. 2021 – New Opportunities for Investors

For many years we have utilized mutual funds managed by Dimensional Fund Advisors (DFA) in the portfolios of clients enrolled in our Professional Asset Management advisory service. While DFA’s mutual funds remain available only to clients of registered investment advisors such as AIS, the firm recently introduced seven exchange traded funds (ETFs). These are available …

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May 2021 – Price Inflation

Consumer prices increased notably in April. It is not yet apparent whether this is a temporary phenomenon or the beginning of a long-term trend induced by an extraordinary fiscal and monetary expansion. But investors appear increasingly uncertain regarding future price inflation; stock markets have been turbulent since the release of this surprising inflation data and …

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Feb. 2021 – Gamestop, Efficient Markets, and Your Portfolio

Recent news has focused on social media trading platforms aimed at driving up prices on certain “meme stocks”, most notably the contrived “short squeeze” of Gamestop (GME). These activities seem to have no basis in traditional security analysis; indeed the recent volatility in GME appears completely detached from a rational assessment of risk and return. …

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