May 9, 2024
Dimensional leaders on how a trusted advisor seeks to understand the financial needs, concerns, and aspirations of investors, serving as a coach to help them reach their goals.
NAPFA Fiduciary Oath – Placing Client Interests First
NAPFA Code of Ethics – Placing Client Interests First
Having a Financial Coach in Your Corner
The Power of Markets
The Power of the Market, the Ultimate AI
In Markets as in Traffic, Impulsive Moves May Not Help You Get Ahead
Implications of Investor Behavior
Case Study: Charles and Maxine – Nearing Retirement
Case Study: David and Heather – Married with a Growing Family
