| Title | Summary |
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| Statera Brochure | … |
| Mark Mowrey, CFA Bio | … |
| Introduction to Statera | … |
| Title | Summary |
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| Statera Investment Philosophy and Process | … |
| Title | Summary |
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| Pursuing a Better Investment Experience | … |
| Dimensional at a Glance | … |
| Dimensional Overview | … |
| Date | Document | Summary |
|---|---|---|
| November 4, 2024 | Model Series Update | Statera is pleased to announce a second series of model portfolios is now available on … |
| October 11, 2024 | Q324 Quarter in Review | Stocks here and abroad soared over the past year. Meantime, U.S. interest rates wavered but … |
| September 10, 2024 | Super Future Cuts? | Investing naturally presumes expectations for a future result. Certain types of investing can just about … |
| August 21, 2024 | Leaning on Narratives | In this podcast, I lament the quick-draw narratives that seem to drive short-term market volatility. … |
| August 5, 2024 | Revisiting Small | It’s sometimes (often lately?) a challenge to support the idea that history suggests investors should … |
| July 17, 2024 | Charting Retirement '24 | Investment hypotheticals are imaginary scenarios of portfolio returns. They are summaries of theoretical past or … |
| July 8, 2024 | Q224 Quarter in Review | After a dicey April, stocks and bonds both saw gains sufficient to pull into the … |
| June 19, 2024 | Four-Year Expectations | The are many questions regarding market expectations that we tend to find sufficiently addressed using … |
| April 24, 2024 | Can't Will Returns | This session, I ponder the motivations of and position our work against the "do this … |
| April 17, 2024 | Q124 Quarter in Review | While stocks have recovered well beyond their second-half-2023 drawdown, bonds of longer durations have struggled … |
| March 6, 2024 | When Will It End? | Though still relatively narrow in terms of the breadth of contributing stocks, the ongoing recovery … |
| February 7, 2024 | AI in Practice | In this podcast, I provide some early glimpses of the power of artificial intelligence in … |
| January 12, 2024 | Q423 Quarter in Review | The year saw gains most everywhere one looked, but those gains came with a fair … |
| January 5, 2024 | Been Here Before | This month five years ago, we provided a data-focused retrospective showing performance subsequent to investments … |
| December 5, 2023 | “Magnificent” Year | A bit contrary to the old saw that diversification is your friend, just a handful … |
| November 1, 2023 | Reconsidering Duration | Those investors pulled toward short-term Treasuries for their multi-decade peaks may wish to look beyond … |
| October 16, 2023 | Q323 Quarter in Review | What started out as a positive quarter for stocks turned quite negative, as investors seemed … |
| October 7, 2023 | Omnia Mutantur | Investors routinely, seemingly instinctually, look to the past for clues to qualify the present and … |
| September 1, 2023 | One of Many Objectives | Cash holdings may provide comfort, but inflation diminishes the value of uninvested cash over time. … |
| August 4, 2023 | The Future You [Don’t] See | Wall Street loves itself a forecast. Fulfilling that want, there are groups of folks whose … |
| July 7, 2023 | Q223 Quarter in Review | So long as one did not carry too substantial an amount of interest rate risk … |
| June 4, 2023 | Theme or Meme? | While it’s understandable that investors may get excited about future prospects of new industries and … |
| May 3, 2023 | A Market of Contradictions | It’s not rare that we sit scratching our heads at obvious contradictions expressed by investment … |
| April 5, 2023 | Q123 Quarter in Review | Over the past three months investors struggled with intransient inflation and policy makers’ efforts to … |
| March 30, 2023 | Good and Bad of Yields Up | Over the four-plus decades since Americans last braced against a high-inflation environment, investors have seen … |
| February 4, 2023 | Thinking About Change | In recent months we’ve sought to highlight the notion that investment markets are forward-looking, meaning … |
| January 9, 2023 | Q422 Year in Review | Not the worst year ever in stocks around the world, but certainly among the worst, … |
| January 9, 2023 | The Reminders of 2022 | Last month we spoke to the relatively rare occasions that U.S. stock markets failed to … |
| December 2, 2022 | One of Those Years | Most years see some manner of substantial decline in stocks, even as most full-year tallies … |
| November 4, 2022 | Guiding Into It | Seems reasonable to expect that corporate earnings are likely to fall on account of inflation-induced … |
| October 7, 2022 | Deflating Expectations | Many trends suggest progress has been made against inflation, which remains historically elevated across most … |
| October 3, 2022 | Q322 Quarter in Review | The third quarter offered few corners to hide as investors shunned risk in most of … |
| September 1, 2022 | Inflation Confrontation | We were having such a good time, weren’t we? After dropping more than 20% from … |
| August 5, 2022 | Save Long and Prosper | With savings, every little bit counts. In our view, one should focus on regular contributions … |
| July 5, 2022 | Q222: Quarter in Review | Though stocks showed some early-April gains, they sank through quarter end to close near the … |
| July 1, 2022 | Thinking About Tomorrow | Unlike market peaks, when positive sentiment easily supports staying in the game, a market drawdown … |
| June 3, 2022 | Charting Retirement | Investment hypotheticals are imaginary scenarios of portfolio returns. They are summaries of theoretical past or … |
| May 6, 2022 | Race to Rise | 20220506 SAM CommentaryDownload Only once before in the history of the U.S. fixed income market … |
| April 6, 2022 | Q122: Quarter in Review | Stocks sank early this year on a wide range of macroeconomic concerns. Following a minor … |
| April 1, 2022 | Eventually Met | Given the unpredictability of investment markets and corporate fundamentals, we tend to pay minor heed … |
| March 4, 2022 | Context of Events | One correctly could suggest the world entered a darker phase over the past week. One … |
| February 24, 2022 | Your Knee-Jerk Reaction is Maybe Wrong | It’s rare that market action provides such clarity of purpose to our recommendations that investors … |
| February 4, 2022 | Not the Same | The world has been left bereft of “safe” yield for a decade. And over that … |
| January 18, 2022 | Model Update | This latest update to our investment models includes the following themes: Across all models we … |
| January 14, 2022 | Q421: Quarter in Review | All but ignoring the global pandemic, for the third year in a row global stocks … |
| January 7, 2022 | Factor Revival | While it’s true that we fancy smaller, less-expensive and more profitable companies, those preferences have … |
| December 3, 2021 | Which Way Next? | Fresh variation in the COVID-19 virus spooked investors over the Thanksgiving holiday. Fears of the … |
| November 5, 2021 | Hyping Inflation | When something new comes along in Finance, it can be fun to watch market participants … |
| October 5, 2021 | Q321: Quarter in Review | Equity returns over the past year still pretty stellar, even without the initial rebound from … |
| October 1, 2021 | Always the Season | Each spring, we hear echoes of a favorite line among many market watchers: the months … |
| September 3, 2021 | All That Glitters | Financial and social media can leave investors with an overpowering feeling that there’s something missing … |
| August 6, 2021 | So Much Breathlessness | On July 19, late-day headlines spoke of “carnage” during that day’s equity market “rout”. “Plunging” … |
| July 27, 2021 | Latest Podcast | |
| July 9, 2021 | Q221: Quarter in Review | Still surging from the pandemic bottom, global stocks continued a run that followed last fall’s … |
| July 2, 2021 | Risk Is. Return Might | In our advisory work, we find two perspectives provide the basis for determining a level … |
| June 4, 2021 | Factors With Legs | The relative performance of our favored equity characteristics have set a few records over the … |
| May 7, 2021 | Reminder for Next Time | We long ago learned that adhering to an existing plan, seeking to make adjustments only … |
| April 7, 2021 | Q120 Quarter in Review | Starting just about at the bottom of the dramatic plunge at the onset of the … |
| April 2, 2021 | Tendency to Stabilize | The rule that all investing carries risk applies even to bonds. The negative price impact … |
| March 5, 2021 | Brief History of Return and Risk | Even without the pandemic or the U.S. election, market returns alone would have made 2020 … |
| February 5, 2021 | Not the Only Game in Town | For a moment, you'd have thought there were no other stocks in the world. Though … |
| January 18, 2021 | Model Repositioning | Via this update to our investment models, we have sought to boost flexibility to bolster … |
| January 15, 2021 | Q420 Year in Review | Take out global viral contagion and the U.S. presidential election and we still had a … |
| January 1, 2021 | A Lesson Revisited | Amidst a year of unprecedented turmoil, the domestic stock market experienced what may in hindsight … |
| December 4, 2020 | Things Are Looking Up | Now that the presidential election has passed, seems investors have turned their collective gaze toward … |
| November 4, 2020 | Still Undecided | No, we don’t mean the election. We mean the market. Once the presidential election has … |
| November 3, 2020 | Upcoming Fund Expense Ratio Update | In an effort to continue to provide cost-competitive investment solutions, Dimensional Fund Advisors announced on … |
| October 22, 2020 | Focus on Factors | In the following video, Mark speaks to Statera's multifactor investment approach. Importantly, this video is … |
| October 13, 2020 | Q3 2020: Quarter in Review | Not much less eventful than the prior two, the third quarter saw global stocks rise … |
| October 2, 2020 | Four More!! Four More?! | Every four years, the United States heads to the polls to determine who will lead … |
| September 4, 2020 | Disproportionate Excess | History shows that smaller-capitalization stocks have tended to outperform larger-cap stocks over time. Just not … |
| August 10, 2020 | What's to Come? | With the global pandemic surging anew, governments around the world are developing additional measures to … |
| July 16, 2020 | Q2 2020: Quarter in Review | After the leap came the run. Stocks furthered a surge from the March trough, at … |
| July 2, 2020 | Lamenting the Bounce? | The U.S. equity market rests just under 8% from its February 19 peak. Cue worries … |
| June 6, 2020 | Familiar Themes | Among the equity market themes one learns early on is that market history is not … |
| May 11, 2020 | Time for Value...Now? | Value stocks have underperformed their Growth peers by a gap never wider in history, leaving … |
| April 16, 2020 | Q1 2020: Quarter in Review | The first quarter of 2020 will go down in history as among the more chaotic … |
| April 1, 2020 | In the Thick of It | Through the end of March in a pretty remarkable turn of trends, the domestic equity … |
| March 31, 2020 | Maintaining Perspective (Intro) | |
| March 31, 2020 | 03.28.2020: CIO Note | In the following video, Mark seeks to provide additional perspective regarding recent market volatility. Importantly, … |
| March 15, 2020 | Records Set, Tolerance Tested | After the day before turning in its fifth-worst day in history—its worst single-day performance in … |
| March 11, 2020 | Bearing the Bear | As markets roil, it’s increasingly evident that the eventual depth of this downturn will depend … |
| March 9, 2020 | Stockpiling On | Investors needn’t another layer of uncertainty, but received one anyway over the weekend after a … |
| February 28, 2020 | Novel, But Not New | It would seem that investors finally began to focus on the near-to-medium-term potential impact of … |
| February 11, 2020 | Hypothesizing Retirement, Part 3 | We closed January’s commentary with the thought that the vagaries of market returns we see … |
| January 15, 2020 | Q4 2019: Quarter and Year in Review | One might suggest any hesitancy to be exposed to investment risk at the end of … |
| January 2, 2020 | Hypothesizing Retirement, Part 2 | Last month, we discussed the highly variable magnitude of investment outcomes over longer periods of … |
| December 9, 2019 | Hypothesizing Retirement | Investment hypotheticals are imaginary scenarios of portfolio returns. Summaries of theoretical past or future circumstances, … |
| November 14, 2019 | Time for Value? | Depending on how one defines the group, Value stocks have underperformed Growth stocks for a … |
| October 19, 2019 | Q3 2019: Quarter in Review | The third quarter was tense in manners similar to the thrilling, but otherwise inconsequential subplots … |
| October 4, 2019 | Recess[ion] Bell | Seems like each day brings a new call that a recession is right around the … |
| September 9, 2019 | “It’s All Relative” | Normally we’re not big fans of the phrase, as it’s often used reflexively rather than … |
| August 9, 2019 | Withered Yields | Wasn’t so long ago that we were applauding more generous yields among our fixed income … |
| July 19, 2019 | Q2 2019: Quarter in Review | Yet another quarter has gone by during which, were it not for the actions—or, rather … |
| July 9, 2019 | Regional Value | In last month’s commentary, we sought to support our desire to maintain international equity exposures … |
| June 8, 2019 | Challenging Our Biases | Humans can be faulted for behaviors of all sorts, and our penchants when investing are … |
| May 2, 2019 | Don't Forget to Save | Our industry spends a great deal of time thinking about where a portfolio is invested … |
| April 16, 2019 | Q1 2019: Quarter in Review | The first quarter of 2019 provided yet another example of why we think it generally … |
| April 9, 2019 | Owning Apple...and So Much Else | We continue to believe that, based on our experience and that of the broader industry, … |
| March 4, 2019 | What to Talk About Today? | Never ceases to amaze us the ways financial market media will torture market data in … |
| February 4, 2019 | Since you asked... | We generally seek to provide in-depth reviews of themes supporting our approach to investment management … |
| January 22, 2019 | Q4 2018: Quarter and Year in Review Presentation | For the first time in a decade, the S&P 500 Index posted a calendar year … |
| January 22, 2019 | Q4 2018: Quarter in Review | For the first time in a decade, the S&P 500 Index posted a calendar year … |
| January 7, 2019 | Perspective in Crisis | For the past two years, we’ve made a point to highlight the natural ebbs and … |
| December 21, 2018 | Worries Pooling | Usually not so many at once. While international equity markets have been pressured most of … |
| December 5, 2018 | Diversity's Differences | International stocks have strongly underperformed U.S. stocks this year. Such a large gap may lead … |
| November 2, 2018 | So Much Sideways | For the second time this year, the S&P 500 Index has experienced a near 10% … |
| October 13, 2018 | Q3 2018: Quarter in Review | Thinking about the past three months, the word divergence comes to mind. Within equities, U.S. … |
| October 7, 2018 | Bonds Burdened, Not Busted | A fact of investing, bond prices generally fall as interest rates rise. This happens as … |
| August 31, 2018 | Mileage Varies | Lots of folks talking about how long-in-the-tooth is this bull market. Some conclude the end … |
| August 7, 2018 | OK Missing Out | Fairly common to hear folks gabbing about how great a stock they own has performed. … |
| July 18, 2018 | Q2 2018: Quarter in Review | The second quarter proved mostly unexceptional. Sure, we could point to headlines and such, intimating … |
| July 6, 2018 | Duck on Water | We attempt as often as we can to resolve many of the mysteries surrounding investment … |
| June 8, 2018 | A Future None Divined | With the large-cap-stock focused S&P 500 Index now up 4.8% year-to-date, after its 21.8% jump … |
| May 6, 2018 | Range of Outcomes | Fundamental to our approach to investment management is the acknowledgement that with most any increase … |
| April 10, 2018 | Q1 2018: Quarter in Review | Markets rose into the new year upon approval of sweeping tax reform in the U.S. … |
| April 2, 2018 | Risk in Context | With interest in and media coverage of investible markets so expansive, market volatility has become … |
| March 6, 2018 | Rising Rate Review | More than a few folks are worried that interest rates are on the rise. Leaving … |
| February 5, 2018 | All of a Sudden | One of the several risk-oriented messages we hope has resonated with readers of our commentaries … |
| February 5, 2018 | Rates in Motion | With the equity market plunge the talk of the trade over the first week in … |
| January 14, 2018 | Q4 2017: Quarter and Year in Review | To call the past half-decade of domestic equity markets gains robust is assuredly an understatement, … |
| January 5, 2018 | Onward. Upward? | Market peaks may seem particularly frightening. Like the crest of a roller coaster, they may … |
| December 8, 2017 | Future Fret | As the year comes to a close, prognostications for 2018 already are filling up our … |
| November 3, 2017 | Time Can Mend | To date, the U.S. equity market has recovered from all major and minor downturns. Even … |
| October 23, 2017 | Q3 2017: Quarter in Review | With few grand shifts in themes over the past three months, global investible markets provided … |
| October 13, 2017 | Progress Documented | Managing client investments since 2007, Statera Asset Management[1] has generated nearly a decade’s-worth of investment … |
| September 8, 2017 | Gliding Home | Risk is as much a part of investing as is return. Two sides of the … |
| August 4, 2017 | Horizon Beyond the Peak | All the talk about record market highs makes for a bit of discomfort. It can … |
| July 7, 2017 | Q2 2017: Quarter in Review | The second quarter of 2017 proved fruitful as political trends in Europe were more favorable … |
| July 7, 2017 | Enhancing Tilts | The Statera Investment Team maintains a vigilant watch over the mutual fund and exchange traded … |
| June 3, 2017 | Maintaining Perspective | On May 17, the S&P 500 Index dropped 1.82%. Day-after headlines were hardly subtle as … |
| May 5, 2017 | Comforting Numbers | Experts agree: What tomorrow holds no one knows. Most experts, anyway. As we discussed last … |
| April 7, 2017 | Q1 2017: Quarter in Review | It did not take long for the post-election euphoria to wane. Ostensibly created by the … |
| April 7, 2017 | Expect Return? Respect Risk | With investing come no guarantees. Nonetheless, a few reasonably sound principles so far have stood … |
| March 3, 2017 | Labels Can Be Misleading | We’re never surprised to see several “growth” exposures in prospective client portfolios we review. Naturally, … |
| February 3, 2017 | One Strategy for All | With changes in weather, we change our clothes. The more wide-ranging and unpredictable the patterns, … |
| January 6, 2017 | Q4 2016: Quarter in Review | The U.S. election seemed to dominate capital market movement during the fourth quarter of 2016, … |
| January 6, 2017 | Returns Commensurate with Risk | Capital markets may always reflect the aggregate expectations of investors, but those individual expectations can … |
| December 2, 2016 | Unexpected. Not Surprising | With all matters investment related, we seek to avoid surprise when the unexpected happens. This … |
| November 4, 2016 | A Signature Discipline | Our approach to investment management seeks pragmatism in concept and efficiency in practice. It is … |
| October 1, 2016 | Q3 2016 Market Review | Capital markets entered the third quarter of 2016 recovering from the turmoil impelled by the … |
