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Dimensional Fund Advisors

Discussion with Apollo Lupescu, PhD

Submitted by Bernhardt Wealth Management on July 31st, 2017

Recently our clients had the privilege of hearing Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors. Dr.

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Lupescu on Individual Stocks or Mutual Funds

Submitted by Bernhardt Wealth Management on November 14th, 2016

You 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.

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Advice from Dimensional’s Apollo Lupescu, PhD

Submitted by Bernhardt Wealth Management on November 7th, 2016

Last 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.

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David Booth’s University of Chicago Lessons

Submitted by Bernhardt Wealth Management on June 28th, 2015

Last 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.

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Top Ten Investment Excuses

Submitted by Bernhardt Wealth Management on January 20th, 2015

It’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.

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Investing is Boring

Submitted by Bernhardt Wealth Management on July 4th, 2011

I came across an article in the Financial Post that I thought was worth sharing.  The article was titled Investing is Boring: If You Want Excitement Go to Vegas.

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Time to Re-assess Market Risks/Rewards?

Submitted by Bernhardt Wealth Management on May 29th, 2011

According to Jim Parker Vice President DFA Australia Limited understanding investment risk begins with accepting that “the market itself has already done a lot of the worrying for you.” As Parker notes “Markets are highly competitive which means that new information is quickly built into prices.

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Decisions Decisions

Submitted by Bernhardt Wealth Management on April 17th, 2011

In Which Risks Are Worth Taking Jim Parker a vice president at Dimensional Fund Advisors writes “Even the most self-declared risk-averse people take risks every day.” Parker notes that routine risks to our safety include crossing the road exercising at the gym choosing lunch and using electrical equipment.

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Dimensional Stories: People Putting Ideas Into Practice

Submitted by Bernhardt Wealth Management on March 31st, 2011

Someone recently asked me for information about the story of Dimensional Fund Advisors.  I recalled this video and provided a link to it. I enjoyed watching the video again and decided I should share it on my blog.  I hope you find it informative.

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