The Learning Center
The financial industry is hard to master. Here are some resources to make it easier:

Movie Room

Movie Room

We've collected and created a variety of short videos that demonstrate what we believe to be the best practices of the financial industry. You'll see how we plan, what we stand for, and how we make our investment decisions.

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Wealth Insights

Wealth Insights

Created by our own CFP's and CFA's, these key pieces of financial wisdom are designed to give you the most current financial theories, ideas, and knowledge. You'll cover market corrections, small-value tilts, and aspects of Dimensional's strategy in these short articles.

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Recommended Books

Recommended Books

A list of books to help you improve your understanding of the financial industry. This collection contains work from our favorite authors and that offers comprehensive, practical, and applicable financial advice.

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Questions to Ask Your Advisor

Questions to Ask Your Advisor

Choosing a financial advisor can be a difficult decision. Your financial success is tied to choosing the right advisor. To help you find the path that best works for you, we've created a list of questions for both you and your financial advisor to answer:

Your Questions


Contact a Team of Experts Today