This chapter explores the history and philosophy of a firm that specializes in low-cost, diversified portfolios, rooted in innovations from index funds. It delves into the importance of profitability and momentum in investment strategies and the role of academic research in enhancing investment outcomes. The discussion emphasizes a disciplined long-term approach while managing trading costs and adjusting portfolio strategies in light of macroeconomic factors.
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Marlena Lee, Global Head of Investment Solutions at Dimensional Investing, shares her thoughts on applying academic research to investing in index funds. Joanne Bradford, President and Chief Money Officer at Domain Money, discusses flipping the narrative on how Americans gain access to financial advice. Tim White, Co-Founder & CGO at Wealth.com, talks about seeing a massive opportunity in estate planning. And we Drive to the Close with Dana D’Auria, Co-CIO at Envestnet.
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