July 23, 2015
Part 2 about the Greek debt crisis - DFA's perspective
As a follow up to our prior newsletter about the Greek debt crisis, Dimensional Fund Advisors (DFA) has put out a 3 minute video featuring Vice President Wes Wellington offering his thoughts on the crisis and how investors should consider taking a crisis into account in their investment planning.
Wes' comments are consistent with our investment philosophy and approach for your portfolio, and we thought you might find this useful.
If you have any questions about the Greek debt crisis, your investment planning or overall financial planning, please let us know. Thank you!
Please click on the link below for the video:
“Proactive, trust them, responsive … well-versed on tax laws and issues”
“Highly qualified staff”
“Like the flat fee structure”
“A trusted relationship, not just a client relationship”