Dimensional Fund Advisors (DFA)
A Value Proposition
After a difficult decade of growth stock outperformance relative to value, there have been a…
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Dimensional Fund Advisors (DFA)
Interpreting the Yield Curve
A fairly unusual situation has occurred in the U.S. Treasury bond market. Bonds with shorter…
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Weekly Updates
Weekly Update – September 27, 2019
Stocks retreated across the globe for a second week; volatility in U.S. markets intensified as…
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Weekly Updates
Weekly Update – September 20, 2019
U.S. stocks retreated during a volatile week; markets in Asia and Europe were mixed. Sentiment…
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Weekly Updates
Weekly Update – September 13, 2019
U.S. stocks rose for a third consecutive week on thawing U.S.-China trade tensions and strong…
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General
Beat the Bridge to Benefit JDRF
In May of this year, CPWM and our affiliates, Columbia Pacific Advisors and Columbia Pacific…
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Weekly Updates
Weekly Update – September 06, 2019
Stock markets advanced during a holiday shortened but news-filled week. Upside headline surprises kept the…
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Weekly Update – August 30, 2019
U.S. stocks posted their first weekly gain since July as global markets rallied and volatility…
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Weekly Updates
Weekly Update – August 23, 2019
Stocks closed in the red on what would have been a positive week after renewed…
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General
Next Generation – Planning and Discussing
For many families and individuals that we work with, a significant amount of time is…
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