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Featured Videos

Mutual Fund Landscape
Dimensional’s 2019 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed their primary benchmarks after costs—and among top-ranked funds based on past results.
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The Business of Celebrity
With Shaquille O'Neal
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This Will Attract People to Your Brand
With Don Miller
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What It Takes To Be Number One
With Vince Lombardi
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The Mastermind Principle
With Napoleon Hill
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Strategic Coach
Dan Sullivan
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Words of Wisdom
with John Wooden
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Featured Articles

You Need a Cohesive Wealth Management Team. Here’s Why.

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants—especially the complex ones—can feel like searching for the proverbial needle in a haystack. Such a person probably doesn’t exist. That’s why you may already be working with a diverse group of advisors—which might include wealth managers, accountants, attorneys and other specialists. But it’s not enough to simply hire a bunch of

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3 Things That Will Make 2021 an Improvement

Remember 2020…things still act the same no matter what year.  Buy things out of favor. Trust the past and don’t be too quick to change and chase the trend. Work harder at the short end of the income curve.  Saving and accumulating is one thing – spending and decumulating are a separate experience.  When we segregate spending over the final 30 years, cash needs to earn returns beyond 0.25%. The good news – while it is not easy to find opportunities, spending a lot of time and effort to do so is delivering a big and safe advantage to clients.

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Boost Your Efficiency and Effectiveness—at Work, at Home and in the World

Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed? The good news: It can be easier than you might think to increase your overall effectiveness and efficiency. For advice, we turned to Nick Sonnenberg, CEO of the outsourcing platform Leverage and a foremost expert in achieving efficiency. He’s also the author of the upcoming book Come Up for Air: How Your Team Can Leverage Systems and Tools to Stop Drowning in Work. Adopting the right

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A 360 Family Office Update

As 2020 closes a new adventure begins with our main office moving.  The decision was driven by many factors. A critical one was a opportunity to affiliate with some exciting partners in a new city – Boise, Idaho. This is an exciting growing city because of the moderate weather and the underlying economics that offer families home and educational opportunities.  I have been working in Boise for many years now and decided with the new business environment – more virtual and less geographically dependent –  to take advantage and create an exciting adventure. The new business environment is one where

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Great Videos From Our Partners

Applying Science to Investing

Becoming Dimensional

Dealing with Uncertainty

Dimensional Origins

Market Volatility

Robust Research

The Federal Reserve

The Power of Markets

Tuning Out the Noise

Volatility of Premiums

Tools

Account Access