Skip to content
Client Center
  • Who We Are
    • Our Team
    • Our History
    • Business Relationships
    • Community Advocacy
    • Advisor Specialties
  • How We Work
    • Our Services
    • Financial Planning Process
    • Scope of Advice
    • Investment Philosophy
  • Why Choose Us
    • Advisor Selection Checklist
    • Fiduciary Advice
    • Client Safeguards
  • What To Know
    • Financial Planning Blog
    • Numbers Unlimited
    • Financial Plan Library
    • Glossary of Terms
    • Behavioral Finance
  • Contact Us
    • Where We Are
    • Begin the Process
    • Recommend Us
Client Center
  • Who We Are
    • Our Team
    • Our History
    • Business Relationships
    • Community Advocacy
    • Advisor Specialties
  • How We Work
    • Our Services
    • Financial Planning Process
    • Scope of Advice
    • Investment Philosophy
  • Why Choose Us
    • Advisor Selection Checklist
    • Fiduciary Advice
    • Client Safeguards
  • What To Know
    • Financial Planning Blog
    • Numbers Unlimited
    • Financial Plan Library
    • Glossary of Terms
    • Behavioral Finance
  • Contact Us
    • Where We Are
    • Begin the Process
    • Recommend Us
Client Center
Stock Market

Getting to the Point of a Point

March 27, 2019 James Twining No comments yet

Recently, I ran across this article from Dimensional Fund Advisors. It contains insight into the difference between a price-weighted index like the Dow Jones Industrial Average (DJIA), and a cap-weighted index like the S&P 500. It puts into perspective the large swings in the DJIA, and highlights the limitations when comparing a portfolio to an index. We think it’s worth a read:

Getting to the Point of a Point article from DFA

  • DFA
  • Dow Jones
  • stock market
James Twining

Post navigation

Previous
Next

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Search

Categories

  • 401(k) (3)
  • Articles (69)
  • Bonds (2)
  • Events and Seminars (3)
  • Home Page (1)
  • Insurance (3)
  • Newsletters (51)
  • ROTH (5)
  • Stock Market (21)
  • Taxes (17)
  • Uncategorized (34)
  • Updates (1)

Recent posts

  • Washington State Tax Update: May 21, 2025
  • A Global Trade War and Market Volatility
  • 4 Best Practices for Qualified Charitable Distributions (QCDs)

Tags

401(k) behavioral finance BP BP employees CARES Act Charitable giving coronavirus disciplined investing diversified investment portfolio diversified portfolio Donor advised funds estate planning estate tax ETF Rule exchange traded funds finance financial planning generational wealth generational wealth transfers giving inflation interest investing investment advice investments market volatility non-qualified accounts private foundations retirement retirement planning retirement solutions ROTH ROTH IRA roth qualified accounts SECURE Act stock market stock market volatility stocks tariffs tax debt taxes tax planning trade war traditional qualified account trusts

Continue reading

Articles, Bonds, Stock Market

A New Mental Accounting for Equity Exposure

August 20, 2024 James Twining Comments Off on A New Mental Accounting for Equity Exposure

Common Method of Allocating Between Equity Securities and Debt Instruments Portfolio design customarily begins with a decision regarding the percentage to be allocated to equity securities versus debt instruments[1]. Allocating and rebalancing to a percentage is simple; but the percentage to be allocated is typically nothing but a rudimentary judgement call, based upon ill-defined risk […]

Articles, Stock Market

How Does a Government Shutdown Affect the Stock Market? Impact and Analysis

November 7, 2023 Nathan Twining Comments Off on How Does a Government Shutdown Affect the Stock Market? Impact and Analysis

Another day, another crisis of leadership in our government. Fears of a looming government shutdown might have you wondering if it’s time to “shut down” your stock investments until this is all fully resolved. Currently, the government is only funded until November 17, 2023, igniting discussions about the financial implications of a shutdown. While the […]

Articles, Stock Market

Updated: Coronavirus: The Market Gets a Cold

February 4, 2022 Nathan Twining No comments yet

Updated February 2, 2022 It’s been nearly two years since the economic impacts of Covid-19 and subsequent containment protocols first began hitting the markets. Given today’s (still, but for new reasons) turbulent market conditions, it seems to be a good time to reflect on the aftermath of the 2020 market drop. The thing I’m not […]

Financial Plan, Inc
11 Bellwether Way #301
Bellingham, Washington 98225
Phone: (360) 383-5764

  • Contact Us
  • Information to Bring
  • Begin the Process
  • Recommend Us

© Financial Plan, Inc. All Rights Reserved.

  • Terms & Conditions
  • Privacy Policy