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Materials for Advisors

Statera's Investment Team is committed to providing regular, relevant commentary
to support advisors' decisions to utilize our models within their investment practices

INTRODUCTORY MATERIALS

INVESTMENT METHODOLOGY

DFA BROCHURES

COMMENTARIES

DateDocumentSummary
July 13, 2025Q225 Quarter in ReviewA year of somewhat volatile gains for bonds provided a sharp counterpoint to the volatility …
June 27, 2025It Eventually RainsBy the end of trading, though, most of the about-face had been regained. The gain/news/plunge/rebound …
May 11, 2025Discounting What’s NextIn common parlance, to discount a statement means to not take the assertion at face …
April 8, 2025Heels Digging InDifferent than the open-down-close-lower trading of Thursday and Friday, the first two days of this …
April 6, 2025Reviews are InThe U.S. stock market plunged April 4 and 5 as investors expressed grand concerns regarding …
March 10, 2025Cost of Relative SafetyMuch as we figured in last month’s commentary, market volatility has only increased as the …
February 3, 2025Tariff-Eyeing Market MovesWith the new U.S. presidential administration comes a range of distinct methods of governing. Among …
January 27, 2025Surprised? Shouldn't Be…At today’s close, shares in U.S. chipmaker Nvidia Corp (NVDA) are off just under 17% …
December 19, 2024Value IntelligenceOur experience during the various boom-bust cycles of this millennium suggests themes built upon the …
November 11, 2024Magnificent ExpectationsOver the next few weeks, attention almost assuredly will remain focused on the potential ramifications …
November 4, 2024Model Series UpdateStatera is pleased to announce a second series of model portfolios is now available on …
September 10, 2024Super Future Cuts?Investing naturally presumes expectations for a future result. Certain types of investing can just about …
August 21, 2024Leaning on NarrativesIn this podcast, I lament the quick-draw narratives that seem to drive short-term market volatility. …
August 5, 2024Revisiting SmallIt’s sometimes (often lately?) a challenge to support the idea that history suggests investors should …
July 17, 2024Charting Retirement '24Investment hypotheticals are imaginary scenarios of portfolio returns. They are summaries of theoretical past or …
June 19, 2024Four-Year ExpectationsThe are many questions regarding market expectations that we tend to find sufficiently addressed using …
April 24, 2024Can't Will ReturnsThis session, I ponder the motivations of and position our work against the "do this …
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