| Title | Summary |
|---|---|
| Statera Brochure | … |
| Mark Mowrey, CFA Bio | … |
| Introduction to Statera | … |
| Title | Summary |
|---|---|
| Statera Investment Philosophy and Process | … |
| Title | Summary |
|---|---|
| Pursuing a Better Investment Experience | … |
| Dimensional at a Glance | … |
| Dimensional Overview | … |
| Date | Document | Summary |
|---|---|---|
| November 3, 2025 | "AI" Already Means Nothing | Seems not since the Tech Bubble of 2000-01 have we experienced such a rapid shift … |
| September 26, 2025 | “No Risk-Free Path” | Responding to a reporter’s question regarding the Federal Reserve’s going-forward efforts to balance the risk … |
| August 6, 2025 | I've Heard This One Before | In this podcast I speak to concerns regarding the AI land grab. https://media.blubrry.com/1201069/content.blubrry.com/1201069/202508_Notes_from_the_CIO-I_ve_Heard_this_One_Before.mp3Podcast: Play in … |
| July 13, 2025 | Q225 Quarter in Review | A year of somewhat volatile gains for bonds provided a sharp counterpoint to the volatility … |
| June 27, 2025 | It Eventually Rains | By the end of trading, though, most of the about-face had been regained. The gain/news/plunge/rebound … |
| May 11, 2025 | Discounting What’s Next | In common parlance, to discount a statement means to not take the assertion at face … |
| April 8, 2025 | Heels Digging In | Different than the open-down-close-lower trading of Thursday and Friday, the first two days of this … |
| April 6, 2025 | Reviews are In | The U.S. stock market plunged April 4 and 5 as investors expressed grand concerns regarding … |
| March 10, 2025 | Cost of Relative Safety | Much as we figured in last month’s commentary, market volatility has only increased as the … |
| February 3, 2025 | Tariff-Eyeing Market Moves | With the new U.S. presidential administration comes a range of distinct methods of governing. Among … |
| January 27, 2025 | Surprised? Shouldn't Be… | At today’s close, shares in U.S. chipmaker Nvidia Corp (NVDA) are off just under 17% … |
| December 19, 2024 | Value Intelligence | Our experience during the various boom-bust cycles of this millennium suggests themes built upon the … |
| November 11, 2024 | Magnificent Expectations | Over the next few weeks, attention almost assuredly will remain focused on the potential ramifications … |
| November 4, 2024 | Model Series Update | Statera is pleased to announce a second series of model portfolios is now available on … |
| 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 … |
| 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 … |
