2^nd 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

University of Chicago Booth Professor and Nobel prize winning economist Eugene Fama talks about the evolution of modern finance.Read More

5 ESG experts break down the business case for gender equality in the workplace, and explain why companies could suffer for decades when it is ignored. Read More

2^nd 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

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.

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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

2^nd 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