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

Brexit. Now what?

Now that the Brexit vote has happened, many people are wondering what, if anything, they should do with their investments.  As Brexit is just the latest in a countless number of events that have sharply affected the world’s stock markets over the years, we continue to recommend remaining disciplined to a well-structured investment strategy.  To read more about this latest event please click on the following link:

Declaration, by Doug Davey

What is Fiduciary Advice?

The Department of Labor announced a substantial overhaul in the regulation of financial advice given on retirement savings. Central to this discussion are two terms: fiduciary and suitability. What does it mean for an advisor to operate on a fiduciary standard, and how does this differ from a suitability standard? To learn more, click on the following link:

What is Fiduciary Advice?