Monday, May 07, 2007

A New Model For Advice

This presentation, from Dimensional and targeted more to Advisors, provides further insight into my business model and the value provided to clients by this model.

This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, to the extent this material constitutes general financial product advice, investors should, before acting on the advice, consider the appropriateness of the advice, have regard to the investor's objectives, financial situation, and needs. This is not an offer or recommendation to buy or sell securities or other financial products, nor a solicitation for deposits or other business, whether directly or indirectly.