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"A Goal Without a Plan Is Just a Wish"
-Antoine de Saint-Exupery

   

Media Center

1. How to Win the Loser's Game

This landmark documentary from SensibleInvesting.TV features interviews with the best and brightest in investments and provides a good overview of what you need to know about investing.

 

 

2. A Foundation Built on Great Ideas

Many of the greatest advancements in finance have come from academic research. Dimensional Fund Advisors is a pioneer in translating those discoveries into practical investment solutions for clients.

 

 

3. Universal Principles, Global Solutions

Robert Merton and David Booth discuss why Dimensional’s investment approach has global appeal.

4. Advantages of Working with Advisors

David Booth and Robert Merton discuss a financial advisor’s role in helping individual investors use Dimensional strategies.

5. NAPFA Is Talked About

The National Association of Personal Financial Advisors (NAPFA) launched a national ad campaign to promote the difference between those financial advisors who are Fee-Only in their compensation and work in accordance with a strict fiduciary standard.

Latest Blog Posts

Aug 18, 2017 by Structured Asset Management, Inc.

The solution to retirement spending isn’t easy. There isn't one perfect solution for everyone. Three potential approaches include immediate annuities, a total income approach or a total returns approach. While each of these solutions have their pros and cons, we strongly favor the total returns approach in most situations. Here's a look at each of these and their pros and cons.

Immediate Annuity Approach: you turn your...

Aug 07, 2017 by Structured Asset Management, Inc.

Top Retirement Planning Mistakes

Here is a list of what I'd consider the top mistakes people make for their retirement planning:

  1. Not Having a Plan
  2. Bad Annuity Decisions – there’s a reason annuities are sold and not bought
  3. Failing to review investments - being too aggressive or too conservative
  4. Bad Social Security decisions - this should be just part of your plan, not an entire plan
  5. Overspending is a game...
Aug 04, 2017 by Structured Asset Management, Inc.

To follow up on my latest post regarding retirement and the importance of planning ahead, there are a number of things to consider. The biggest challenge is to create a lifelong paycheck, one that allows you to live the lifestyle you envision for yourself in retirement. To accomplish this, it should be structured so that it lasts your (or multiple) lifetime(s), is paid on a regular basis, takes inflation into account and is relatively stable. Each one of these factors could be a whole...

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