NAPFA Code of Ethics – Placing Client Interests First
November 29, 2022
Accountable Financial Planning LLC is serious about placing the interests of our clients first at all times.
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NAPFA Fiduciary Oath – Placing Client Interests First
November 29, 2022
Accountable Financial Planning LLC is serious about placing the interests of our clients first at all times.
Read moreImplications of Investor Behavior
June 21, 2016
Dimensional Regional Director Scott Bosworth discusses the impact emotions can have on an investor’s portfolio, citing research and examples from a recent client event.
Read moreDimensional’s Flexible Trading Approach
June 21, 2016
In this client-ready video, Dave Twardowski, PhD, examines the pricing advantage that investors can get from Dimensional’s patient and flexible approach to trading.
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NAPFA Code of Ethics – Placing Client Interests First
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NAPFA Fiduciary Oath – Placing Client Interests First
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The Power of Markets
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Independent Objective Advice
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Research in Focus: Mutual Fund Landscape
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Implications of Investor Behavior
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Dimensional’s Flexible Trading Approach
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Case Study: Charles and Maxine – Nearing Retirement
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Case Study: David and Heather – Married with a Growing Family