Barrett Wealth Connection

09/25/2026

Diversifying portfolios is a tacit admission that we don’t have a crystal ball. You reduce the range of outcomes by preparing for what you can’t see coming.

07/31/2026

Swimming with the Undertow

Rather than fighting the market current, consider going with it to build wealth over time.

07/01/2026

Guarding Against Financial Fraud

06/22/2026

06/03/2026

https://www.dimensional.com/us-en/insights/market-returns-during-past-geopolitical-conflicts

Data from 21 global events since 1990, shows that stocks may fare better than you think during geopolitical incidents.

04/23/2026

https://www.dimensional.com/us-en/insights/geopolitical-risk

Investors should be cautious about making asset allocation changes in response to periods of global conflict.

03/30/2026

Dimensional Founder David Booth shares some valuable lessons drawn from a century’s worth of reliable stock-market returns data.

02/27/2026

While US stock market valuations remain high, recent profitability growth paints a different picture from the late 1990s.

01/22/2026

https://www.dimensional.com/us-en/insights/market-review-2025-us-stocks-ride-rocky-road-to-a-third-straight-year-of-gains

US stocks rose almost 18% after weathering a spring swoon tied to tariff policy and concerns about the durability of AI’s gains. International stocks went even higher.

12/29/2025

Using QCDs to Unlock the New Senior Tax Deduction

The One Big Beautiful Bill Act (OBBBA) has brought about many new tax planning opportunities and challenges. With the arrival of a new temporary senior deduction, taxpayers age 65 and older should start discussing ways to manage their modified adjusted gross income (MAGI) with their tax preparer now...