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NAPFA Code of Ethics – Placing Client Interests First

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

Accountable Financial Planning LLC is serious about placing the interests of our clients first at all times.

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Implications of Investor Behavior

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.

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Dimensional’s Flexible Trading Approach

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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