We have used Dimensional Funds (DFA) in our client’s portfolios since I started managing investments for clients. We continue to recommend DFA funds due to our research. With the recent turmoil in the markets the last week, I would like to share our investment approach. I feel our approach puts clients on a path to achieve their most important financial goals. http://www.aurochsfinancial.com/investment-approachRead More
Is claiming Social Security a simple decision? Initially we think the process is relatively easy, right? When in actuality, each person can have thousands of possible combinations, each with a different amount of benefits. Most of us have no idea how important our claiming strategy really is.Read More
We have used Dimensional Funds (DFA) in our client’s portfolios since I started managing investments for clients. We continue to recommend DFA funds due to our research. Read More
My family and I returned two weeks ago from a mission trip to Guatemala. Twenty three members of our church traveled together to the Lake Atitlan region. What a beautiful country! With our mission work, we didn’t get a lot of site seeing in. We stayed in San Lucas Toliman and did a day trip to Santiago Atitlan. Read More
