"When I think about, I think about what a huge help he was for me, and for mankind. A few people can have that much influence on so many people and improve so many lives as Jack." - David Booth
In our "Reality Check" for June, we highlight the difference between Investment and Investor Return; or what is more commonly known as the “Behavior Gap.”
As an avid fan of Carl Richards, his sketches accompany this month's commentary. Carl has a unique skill of simplifying some of the most complex topics with just a few strokes of his sharpie. Learn more about Carl's work and insight at https://behaviorgap.com/.
If you have more questions about this topic, please contact us.
Each quarter, we put together a newsletter that provides updates on the firm, insights to investing and a market review of the previous quarter. The Image preview above is the cover of the document.
If you would like to receive a full digital copy please contact us.
In this timely video, Dimensional demonstrates the valuable role advisers play by helping their clients stay disciplined and invested when markets are volatile.
Tuning Out the Noise takes viewers on a journey through the "lost decade," featuring the media’s amplified coverage of headline events and pointing to the positive outcome that a disciplined investor could have experienced in the recovery.
If you have questions or simply wish to see how an adviser could help you stay disciplined, please don't hesitate to contact us.
By now, schools are back in session across the country and many parents are likely thinking about how best to prepare for their children's future college expenses. In fact, it's not far off to say that most, if not all, parents have thought about future college expenses before their child was even born.
In the following issue brief from Dimensional, they give you a glimpse at some of the facts and questions that you should address with your trusted adviser when constructing a plan that incorporates higher education costs.
Education planning is a complex issue. Our investment counsellors will not only help you sort through the complexity, but they will help you to create a disciplined approach to saving and investing that can help remove some of the uncertainty from the planning process.
Once your children are in college, our investment counsellors will help you construct and execute efficient spending strategies based on the assets at your disposal. With a comprehensive college spending plan in place, one can help keep their retirement savings intact.
As always, contact your investment counsellor with any questions.