This is past weekend, a sweet lady who loves investments asked me to explain to her the Dimensional Funds, the fund family that we use most in building our client portfolios. Sometimes I wonder if my …
The Power of Markets
The financial crisis of 2008 has left deep scars on investors everywhere, leaving many perpetually nervous. Instead of focusing on the danger of changing stock prices, perhaps a shift in thinking …
Seven Headlines to Beat the Gloom
Given the turmoil in the markets, we feel it prudent to stay in more frequent contact with you. So, please bear with us as we send another newsletter on the heels of Friday's newsletter. The fallout …
Sovereign Debt and the Equity Investor
I have been hearing some talk lately about people taking their portfolios out of all investments and buying money markets with the proceeds. It is easy to make the tie between a troublesome government …
Dimensional Fund Advisors: Who Are They and What Makes Them So Valuable to Investors? – Part 3
In my last blog, I focused on David G. Booth, one of the founding partners of Dimensional Funds. Today I will focus on his partner, Mr. Rex Andrew Sinquefield, and his early years. When I started …
Dimensional Fund Advisors – Part 2
Today is Part II of a series of articles entitled: Dimensional Fund Advisors: Who Are They and What Makes Them So Valuable to Investors? The core of the Dimensional Funds history stems back to …
What/Who is DFA (Dimensional Fund Advisors)? – Part 1
I have a confession to make. I have been an employee of Summit Financial Planning for going on one year. During my time here, I have known that one of the differentiators between Jennifer Luzzatto and …
What/Who is DFA (Dimensional Fund Advisors)? – Part 1Read More