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.

The Impact of Indexing

David Booth reflects on the early days of indexing and explains its significance and impact on the investment world.

The Holy Grail

Eugene Fama characterizes Dimensional’s view of risk and return and the robust nature of the research supporting the drivers of expected returns.

Why I Use a Financial Advisor

Kenneth French and Eugene Fama discuss the importance of wealth management and the value an advisor brings.

What Keeps You Excited?

Kenneth French talks about the most rewarding aspects of his work.

Know the Animal

David Booth and Eugene Fama discuss how Dimensional’s approach encourages investors to have a well-grounded perspective of markets.

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.