Oct 25 2019
Level’s Steven Elwell, CFP®, discusses third quarter market performance in this video. Transcript Here
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Jul 29 2019
Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video. Transcript Here
May 02 2019
Watch our brief tutorial on how to add two-factor authentication to your client portal login.
Apr 18 2019
Level’s Steven Elwell, CFP®, discusses first quarter market performance in this brief video.
Apr 17 2019
Watch our brief tutorial on how to access and use our new client portal.
Jan 12 2019
Level’s Steven Elwell, CFP®, discusses fourth quarter market performance in this brief video.
Oct 25 2018
Level’s Paul Coleman III, CFP®, discusses Wednesday’s big drop in the stock market in this brief video.
Oct 08 2018
Level’s Steven Elwell, CFP®, discusses third quarter market performance in this brief video.
Jul 18 2018
Level’s Steven Elwell, CFP®, discusses second quarter market performance in this brief four-minute video.
Jul 18 2018
Marlena Lee, PhD, Co-Head of Research – Dimensional Fund Advisors
Over the past two decades, the number of US-listed, publicly traded companies has decreased by half.1 There are many theories about what might be driving the change, such as increasing mergers and acquisitions activity, competition from global exchanges for listings, or changes in public policy and the regulatory environment for listed companies.
Historically, small cap stocks have had higher average returns than large cap stocks. This return difference between small cap stocks and large cap stocks is known as the size premium. Investors may wonder whether fewer listed companies might impact the size premium.2 Our latest research shows that, historically, neither the existence nor magnitude of the size premium have been related to the number of listed stocks.3Moreover, we believe investors should continue to expect a positive size premium over the long term.