Recently our clients had the privilege of hearing Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors. Dr.
Dimensional Fund Advisors
Lupescu on Individual Stocks or Mutual Funds
Submitted by Bernhardt Wealth Management on November 14th, 2016You may recall I shared some ideas shared by Apollo Lupescu, PhD in last week’s blog. Dr. Lupescu of Dimensional Fund Advisors (DFA) was our guest speaker at a recent luncheon.
Advice from Dimensional’s Apollo Lupescu, PhD
Submitted by Bernhardt Wealth Management on November 7th, 2016Last month we were honored to host Apollo Lupescu, PhD of Dimensional Fund Advisors (DFA) as a guest speaker at a luncheon. A member of the DFA Investment Strategies Group, Dr. Lupescu’s role is to educate the public on DFA’s academic foundations, investment beliefs and state‐of‐the‐art portfolio design and trading practices.
David Booth’s University of Chicago Lessons
Submitted by Bernhardt Wealth Management on June 29th, 2015Last month’s Bloomberg View’s Masters in Business radio podcast with David Booth, founder, Chairman and co-Chief Executive Officer of Dimensional Funds Advisors (DFA) is well worth a listen.
Top Ten Investment Excuses
Submitted by Bernhardt Wealth Management on January 20th, 2015It’s been a volatile start to 2015. If you believe the headlines screaming out at you from personal finance magazine, market volatility is something new and unexpected. However, when we look at market history, we see that volatility is not new at all. In fact, it is par for the course — and certainly no reason to stay on the sidelines.
