Markets are powerful, but they can be scary as well. 

These videos are excellent educational tools produced by one of our mutual fund partners.  We encourage you to take some time to watch them.  These videos reinforce our firm's investment principles. 


Tuning out the noise

We can play a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination.  Research concludes that investors place a high value on the sense of security they receive from their financial advisor relationships. (2:23)

 

Applying science to investing

Science has transformed every aspect of life - including investing.  See how financial science has formed the foundation of our investment approach along with our mutual fund partner Dimensional Fund Advisors. (2:26)
 

 

Staying in your seat

We often get asked by prospective clients whether it is a good time to buy or sell investments.  Research tells us that timing market is difficult, if not impossible, to do.  The impact of missing just a few days can be profound.  Market timing requires two correct decisions - when to exit the market and when to get back in. (0:53)

 

Why should I invest?

Nobel laureate Eugene Fama explains two key steps to investing: knowing why you want to invest and understanding your tolerance for risk. (1:11)

 

 

Reacting to markets

Nobel laureate Eugene Fama provides perspective for long-term investors on why they should not pay attention to short-term results. (1:14)

What's the upside of risk?

Nobel laureate Eugene Fama discusses how financial markets work, what fuels innovation and the upside and downside of risk. (1:10)

 

Disclosures

Eugene Fama is a member of the Board of Directors of the general partner of, and provides consulting services to, Dimensional Fund Advisors LP.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Unless otherwise noted, any indicated total rates of return reflect the historical annual compounded total returns, including changes in share or unit value and reinvestment of all dividends or other distributions, and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.