Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: Back to School

September 2016 Back to School Higher education may come with a high and increasing price tag, so it makes sense to plan well in advance. With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college e
Continue Reading →
Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: Index Reconstitution: The Price of Tracking

Client Site | Issue Briefs JUNE 01, 2016 Index Reconstitution: The Price of Tracking Index funds may be a good option for investors seeking investments with low fees. However, an index fund manager’s strict adherence to an index comes at a cost in the form of reduced discretion around
Continue Reading →

“Do chefs make better financial advisers? Second-act advisers can bring something unique to the table”

Sheri was featured in The Wall Street Journal’s MarketWatch article by Charles Passy “It also helps that they may have specific knowledge and experience that allows them to target a niche clientele — as in former colleagues or just professionals with a similar background. Sheri Iannet
Continue Reading →