Frequently Asked Questions:

Do you pick individual stocks?

No. I believe individual stock picking is not an intelligent or responsible way to invest. The evidence indicates that the price of publicly traded stocks and bonds is determined by the expectations of millions of trades daily and is likely a fair price. The market is relatively efficient. Efforts to find mispriced stocks are unlikely to be successful. For an excellent discussion of this subject, read this article by Larry Swedroe, the Director of Research for the BSP ALLIANCE.

I am contacting you because I have heard you offer access to Dimensional Fund Advisors (DFA) funds. What is your relationship with them?

Our firm is proud to be among the select firms that have access to DFA funds. These funds often provide the best vehicles for building cost-effective portfolios. However, I receive no compensation from DFA. Whenever I feel there is a better investment option for your particular needs, I use it. Learn more about DFA HERE.

If something happens to you, what happens to my money?

I have a succession agreement in place with Focus Partners Wealth. Your accounts would be seamlessly handled by experienced professionals with the same fiduciary standard of care, investment philosophy, and services.