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.

Make Sure It Isn’t an Old Idea in Disguise

Professor Eugene Fama and David Booth highlight the importance of being open to new ideas without jumping on something new just because it appears to be different.

The 200th Draft

Professor Eugene Fama explains the rigorous process and many drafts that he and Professor Ken French exchange when working on an academic paper.

Empirical Work

Professor Eugene Fama and David Booth discuss the role of empirical research and the importance of determining whether what you see in the data is just a chance result or systematic.

Things Really Add Up Over Time

David Booth discusses how Dimensional looks to add value at every step of the investment process, from portfolio construction to implementation to operations, in an effort to deliver higher returns for investors.

Things Really Add Up Over Time

David Booth discusses how Dimensional looks to add value at every step of the investment process, from portfolio construction to implementation to operations, in an effort to deliver higher returns for investors.

Magnate Wealth

is here to turn your

dreams into a reality.

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.