Everyone Deserves Trusted Investment Advice
Regardless of your age or assets, you deserve trusted investment and college planning advice. We can help shed light on key principles, using data and reasoning, that may help improve your odds of investment success in the long run as well as help you save for the cost of college.
About InvestingTuning Out The
See Appendix for market data sources
|Total Holdings:||45 Countries||14,019 Securities|
Capture The Enduring Power of Markets With DFA Portfolios
As an independent fee-only fiduciary investment advisor, we are paid only by our clients, never by commissions nor by any third parties, and that includes Dimensional. Like other Dimensional-approved advisors, we choose to work with Dimensional simply because we consider Dimensional’s value proposition to be the best in the industry for our clients.
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College Planning Beyond 529s
Start With The
Right 529 Plan
With time on their side, families with younger kids can benefit the most from a 529. Despite the initial tax advantages, your state’s plan may not be the best choice.
The EFC is based on the FAFSA application. It determines the student’s financial aid eligibility and the minimum that you’ll probably have to pay for college.
We can help your college selection process by expanding the list of schools most likely to meet your financial situation and that may improve your chances for merit aid.
High Fees and Costs Squander Returns
See Appendix for more details