Financial Planning + Investing

Let us explain the basics of planning and investing in a way that makes sense. Find out how we build financial plans and investment strategies custom-tailored to your goals.

Dimensional’s Flexible Trading Approach

In this client-ready video, Dave Twardowski, PhD, examines the pricing advantage that investors can get from Dimensional’s patient and flexible approach to trading.

Can You Predict a Good Time to Buy and Sell Stocks?

Can investors predict when to buy and sell securities? Jim Davis, PhD runs more than 780 tests on data from 15 stock markets to test this theory.

Research in Focus: Mutual Fund Landscape

Which mutual funds outperform their benchmarks over time? Wes Crill, PhD, walks through Dimensional’s annual analysis of a representative sample of the mutual fund industry and reveals key findings from the research.

The Power of Markets

Curious about how markets work? This video explains how security prices are set and how they change based on the collective knowledge of buyers and sellers. Armed with this information, investors will better understand how and why markets work.

Dimensional Origins

Chairman and Co-CEO David Booth and others talk about the firm’s founding and its close ties to the academic community.

Magnate Wealth

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Investment Advisory services offered through Magnate Advisory Services, LLC, a Registered Investment Adviser. Securities and Investment Advisory services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Magnate Advisory Services, LLC, Magnate Wealth Management, LLC and Silver Oak Securities, Inc. are separate entities.