David Booth, Dave Butler, Eugene Fama, John McQuown, and Ken French explain the deep connections between academic finance and Dimensional’s approach to investing and how the firm’s focus on data and implementation, and its ability to adapt as research evolves, helps investors.
So you’ve decided to roll over your old employer-sponsored 401(k) balance(s) into a new account. Now comes the tricky part: deciding where your savings should go and figuring out how to actually get it from one account provider to another without doing damage to your wallet.Read More
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
After a year of being cooped up, folks are booking post-pandemic travel again. A fast-growing crop of apps aims to help you book your trip now and pay later, but should you take advantage?Read More
Indexing has had a tremendous impact on personal investing and is considered one of the first investment ideas based on empirical research.Read More
Once considered on the cusp of retirement, these people are taking a ‘gap year’ after successful careers.Read More
2nd Opinion Service
In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor—it’s not uncommon. We believe that many successful investors would value a second opinion on their finances.
In order to help people achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the same expertise and guidance that our clients have come to expect.Read More
Buying a car used to involve spending hours hopping from dealership to dealership, haggling over prices, and taking endless test drives. But these days, thanks to companies like Carvana, more shoppers are sorting out the entire process online.
Convenience is the biggest reason. Online car shopping lets you comparison shop, tour, and even deliver a pre-owned vehicle from the comfort of your home.
Should you, though?
Watch Dimensional Funds’ video here, where Founder and Executive Chairman David Booth and others talk about the firm’s founding and its close ties to the academic community.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)
A lost wallet or data breach raises your risk of identity theft exponentially. If you’ve been the victim of one of these unfortunate scenarios, it’s a good idea to safeguard your personal information by freezing your credit.Read More