We are thrilled to announce the Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. "One of our most important duties as your Fiduciary, is to screen, select and monitor your mutual fund options and managers. Since 2017, we have been closely aligned with Dimensional Fund Advisors (DFA) and, with results like this, see a long and prosperous future for us all in this relationship." ~ Susan … [Read more...]
Archives for February 2023
Susan’s Corner: February 2023
A favorite quote- “The car is the closest thing we will ever create to something that is alive.” ~ Sir William Lyons Currently Reading: The Bomber Mafia by Malcolm Gladwell Municipal bonds are a key part of many investor's portfolios and there are two common types. General obligation bonds are issued by states, cities or counties and not secured by any assets. Instead, general obligation are backed by the “full faith and … [Read more...]
Dimensional: Two Steps Forward, One Step Back for Investors
With 2023 well underway, we can put 2022 into clear perspective and move on knowing that efficient implementation of investment strategy means we don’t have to try and outguess markets, we simply have to access and participate in them. David Booth has taken the time demonstrate just this in attached piece “2 Forward 1 Back”. It’s a must read! Of all the great events in our area this time of year, it’s the car shows that Sophia and I get … [Read more...]