Palisade Investments, LLC

Market Returns through a Century of Recessions Since markets constantly react to economic expectations, stock returns can be positive even during a recession. This exhibit shows the power of markets through a century of US recessions.

Is a Yield Curve Inversion Bad for Stock Returns? | Dimensional Fund Advisors Evidence from around the world casts doubt on yield curve inversions as predictors of market downturns.

Chasing High-Flying Stocks Risks Meme Reversion Tuning out the “get rich quick” hysteria may save investors—and their financial goals—from being taken on a wild ride.

A Transformed Investor’s View of Market Volatility Dave Goetsch, executive producer of The Big Bang Theory, shares his new investment perspective in contrast to his former outlook on market uncertainty.

MarketWatch: How Can I Make Sure that the Money I’ve Saved Will Last My Whole Retirement? MarketWatch spoke with Dimensional’s Mathieu Pellerin and Savina Rizova about key spending and allocation considerations and the importance of taking an income-focused approach to retirement investing.

Why a Stock Peak Isn’t a Cliff | Dimensional Fund Advisors Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show.

A whodunnit on Zillow Lessons for America’s housing market.

Want To Save Money On Your Taxes In April? Make Your Moves Today Because our tax system does not require most people to file and pay taxes until April the following year, it is easy to miss that the tax bill you are paying or the refund you are receiving is based on the actions that occurred prior to December 31st.

MacKenzie Scott is giving away more money, faster, than anyone has before America’s seeming champion philanthropist operates like a middle-class donor

10 Steps to Financial Security Before Age 30 Working toward financial security need not be an exercise in self-deprivation

Her fear of the stock market cost her thousands Here's what: Losing out on thousands in retirement savings taught Stephanie Hallett a lesson she'll never forget

Americans Are Flush With Cash and Jobs. They Also Think the Economy Is Awful. The psychological effects of inflation seem to have the upper hand.

Brace for Even More Inflation Even if inflation is transitory, it will probably get even hotter before it cools down.

Focus on One Thing, or Diversify? Advice for new business almost inevitably falls into those two camps, but there's actually an effective way to embrace both strategies.

Want to Sock Away More for Retirement? The IRS Is Raising Limits. Workers who are aggressively saving for retirement will now be able to save more money each year, thanks to a policy update from the Internal Revenue Service.

Considering a Roth IRA Conversion? There’s No Time Like the Present. With tax hikes and other Democratic initiatives to curb backdoor IRA strategies likely, more investors are trying to take advantage of loopholes while they last.

Why Many Millennials Are Giving Up On Owning Their Own Home There’s been a chronic shortage in home building since the Great Recession in 2008: Terrific to push up prices but not good if you want people to start building equity and reducing their dependence on others.

Why Investors Should Look Beyond ESG Label As interest in environmental, social or governance criteria increases, it's worth a closer look at what the label means.

Investing – Rather Than Divesting – For A Greener Future Over 30 of the world’s largest asset owners, representing $5.1 trillion in assets, committed to achieving net zero portfolio emissions by 2050.

Surviving Spouse Financial Checklist: Preparing For The Road Ahead After a spouse’s death there are still many important money choices that need to be made to prepare the surviving spouse for their future. A financial check list can help navigate this process.

Explainer: Climate change: what are the economic stakes? Here are 10 climate change-related questions that economic policy-makers are trying to answer in the COP26 climate talks in Glasgow starting next Sunday.

8 Things to Know When Choosing a Medicare Plan The choices can be confusing, and the fine print is important. But it’s crucial to choose wisely, because it may be hard to change your mind.

What Do You Do With A Windfall? One good year, one big bonus check, or one big sponsorship deal doesn’t necessarily mean the same level of financial success the next year.

The U.S. Economic Recovery Is Slowing Down. Don’t Be Alarmed. As business leaders enter the fall, a confluence of negatives is clouding their outlook on the economy. The big bounce back from last year’s trough has lost steam, stimulus is fading, and a plethora of softer economic data is weighing on sentiment.

What To Do Once Financial Goals Are Met, And Retirement Is Here A tremendous success for both the individual and their financial advisor is when the client's wealth management goals are met so they may retire in wealth, health, and happiness.

How to Protect Yourself From Online Card Fraud People are expected to do much of their holiday shopping online this year even as the pandemic recedes, and criminals are expected to follow them. So here are some tips for safe digital shopping.

The Basics: Estate Planning In Confusing Times At times like this it is important remind yourself of the basics of estate planning and what it entails.

Reinventing Yourself in Retirement Sounds Great. But It Isn’t So Easy. The trick to enjoying retirement is to take your time, expect plenty of wrong turns—and be prepared to look foolish.

Retiring Early Is Looking Easier. Here’s How to Do It With No Regrets. Baby boomers have been in the midst of a retirement boom for more than a decade, but the pandemic has accelerated it, adding new hazards.