Basic principles of investing.
Dimensional’s Mitch Chamberlain hit an emotional high with his lottery win—but the low that followed was even more powerful. The journey helped teach him there’s a better way to invest. Greed and fear affect everyone.
Everybody gets affected by uncertainty. It may be different things to different people, but uncertainty can be scary.
We want to be that safe harbor that you can pull into and make sure everything is ok. It is part of our responsibility.
You might not need anything changed. Your plan might be perfectly on track. But sometimes, there are good course correction to be made.
What we want to do is find the space and time to process the anxiety, to get the monkey off your back.
Often, that is just having a conversation about your plan; the why, what, and how.
https://vimeo.com/440097693
History shows that you can’t time stock returns.
To capture the market’s historical premiums, you have to be patient.
We are a true Fee-Only firm, not just fee based.
Fiduciary is the minimum, Fee-Only raises the bar.
https://youtu.be/DiySIj3DLHQ
University of Chicago Booth Professor and Nobel prize winning economist Eugene Fama talks about the evolution of modern finance.
An introduction to Dimensional for investors, this video underscores how science has transformed every aspect of our lives, including investing.
<Curious about how markets work? This video explains how security prices are set and how they change based on the collective knowledge of buyers and sellers. Armed with this information, investors will better understand how and why markets work.
Can investors predict when to buy and sell securities? Jim Davis, PhD runs more than 780 tests on data from 15 stock markets to test this theory.
Eugene Fama and Kenneth French describe how the academic model has shaped Dimensional’s ideas, culture, and investment process.
In this Dimensional Story, Professor Ken French discusses the notion of robustness and how it describes phenomena that we can expect to be repeated in the future even if we shake the system, changing things in ways that can’t be forecast.