From Nickels to Riches

 

May 8, 2015

 

JRW_WW.jpgYou may recall, we spoke highly of Dimensional Fund Advisors (DFA) in the past Why Dimensional Fund Advisors.  We want to stress that we have no financial relationship with DFA. Nothing incentivizes us to promote them to our clients. There are a number of very good solutions for stock and bond investing. We simply think DFA offers the best overall solutions.

 

Why?

 

David Booth founded DFA in 1981, to apply the financial principals he learned at the University of Chicago Graduate School of Business. After a $300 million donation in 2008, the school now bears his name. All along DFA has maintained close contact with academia—even employing Nobel laureates—and incorporated the most advanced financial science into its portfolios.

 

That may sound very esoteric, but DFA is driven by a simple and down-to-earth philosophy. They respect the efficiency of markets, and try to add modest increments of value at every step of the investment process, from portfolio construction to implementation and operations. These small increments, aggregated and compounded over time, result in a demonstrated history of superior performance by DFA. So the proof is in the pudding. To learn more about DFA’s philosophy, listen to Booth’s own words in this brief video:

 

If you are have difficulty viewing video, click on link: Things Really Add Up Over Time

 

 

And if we at PARTNERSINWEALTH can help you with anything financial, please contact Jim Waters, CFP®, at 713.964.4028 or jrw@partnersinwealth.com.