As independent financial advisers, we are free to construct an investment portfolio using whatever investments that we believe will assist our clients in reaching their goals. However, our starting point in developing such a portfolio is always the institutional mutual funds developed and managed … [Read more...] about Why We Use Dimensional Fund Advisors (DFA) Investments
mutual funds
What do financial terms mean – Mutual Funds
Continuing with our series, this blog describes [highlight]what is a mutual fund[/highlight]. And while my teachers at Chaminade High School in Mineola, told me I should not describe something by stating what it is not - that is where we will begin. There are different types of financial … [Read more...] about What do financial terms mean – Mutual Funds