June 21, 2016
Weston Wellington, Vice President at Dimensional, describes how independent objective advice, delivered by a financial advisor can help investors have a better investment experience.
NAPFA Code of Ethics – Placing Client Interests First
NAPFA Fiduciary Oath – Placing Client Interests First
The Power of Markets
Independent Objective Advice
Research in Focus: Mutual Fund Landscape
Implications of Investor Behavior
Dimensional’s Flexible Trading Approach
Case Study: Charles and Maxine – Nearing Retirement
Case Study: David and Heather – Married with a Growing Family
