"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
 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.  Every month, our firm sends out a Reality Check to our clients. The topic varies month to month, but it typically covers various aspects of behavioral investment counseling and financial planning. Our most recent one was inspired by a Carl Richards sketch. For more of his work, we encourage you to check out his website: https://behaviorgap.com/
If you any questions about this topic or wish to receive our Reality Check emails, please contact us.  Insightful commentary from Dimensional Fund Advisors to help keep things in perspective for investors as the Midterm Elections take place on November 6th.
If you have more questions about this topic, please contact us. 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.
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.
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