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. I feel our approach puts clients on a path to achieve their most important financial goals. http://www.aurochsfinancial.com/investment-approachRead More
You may be newly independent or approaching retirement, and want to make your money last.
You may be concerned that you are not correctly planning for the future, and you may become a burden for your family in your later years.Read More
Estate planning can be a depressing topic, and one that is easy to set aside. While you are building your estate, you may be tempted to focus on the current building process, rather than looking ahead to the future. Yet, if tragedy strikes, can you be confident in how your estate will be divided? Do you trust the courts to divide it properly, and are your family members prepared for the large tax bill tied to a high-value estate? Living life without an estate plan is simply too risky, and it puts too much potential pressure on grieving loved ones if an unexpected event takes place.Read More
In last month’s webinar, we focused on our use of Dimensional Funds in our client’s portfolios. This month’s webinar will focus on how we incorporate Dimensional Funds into our overall investment approach. The goal of this session is to share our overall investment approach, so prospective clients can check us out before we meet. Read More
