Quit Monkeying Around!

“There is an oft-discussed idea that blindfolded monkeys throwing darts at pages of stock listings can select portfolios that will do just as well, if not better, than both the market and the average portfolio constructed by professional money managers. If this is true, why might it be the case?” Dimensional’s linked article begins with this very question. To read more, please click on the following link:

Quit Monkeying Around!

DFA’s Disciplined Approach Earns It a Top Mark

Dimensional has forged a strong and distinctive culture that has served investors well. The firm’s low-cost structure and disciplined approach to investing, launching new strategies, and qualifying the financial advisors who use its funds help set it apart. It reflects a consistent, industry-leading focus on fundholders, and thus, we [Morningstar] are raising its Corporate Culture grade to an A from a B. Click on the following link to read why:

DFA’s Disciplined Approach Earns It a Top Mark

RiversEdge Website Update for Plan Sponsors

We are excited to announce that our recordkeeping partner, RiversEdge Advanced Retirement Solutions, recently upgraded their website for Plan Sponsors. Please follow the link below to see a summary of the changes. Please note, the participant experience remains the same, other than a few enhancements, including a “forgot my user id/password” feature.

RiversEdge Website Update for Plan Sponsors