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Join Jeff Bernier, CFP®, ChFC, CFS and guests each month as they share insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.
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Thursday Jul 15, 2021
Thursday Jul 15, 2021
Join Jeff he as welcomes back special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. They provide a primer on the concept of "evidence-based investing" and discuss how Dimensional evolves and constantly tests its own assumptions as many wonder "is the world different now?". What are Dimensional's views on potential tax increases, ETFs vs mutual funds, asset allocation, and implementation?
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