Using a Financial Advisor

One of the most rewarding aspects of our work is that we get to talk with people every day about what is going on in their life and help them look at solutions that enable them to potentially achieve their financial goals.

At LJCooper we are strong advocates of education, research, and teaching—hopefully in such a way that our clients walk away from each meeting with their advisor feeling like they have learned something new and helpful.

The videos below share insights by some of the leaders of Dimensional Fund Advisors (DFA), whom we closely work with to bring about a better investment experience for you.

 

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

Why I Use a Financial Advisor:

http://www.kaltura.com/index.php/extwidget/preview/partner_id/1581781/uiconf_id/30547232/entry_id/0_m36gui4a/embed/auto?

 

-Listen as Kenneth French explains the key objectives that shape Dimensional’s approach to portfolio design.

How We Design Portfolios:

http://www.kaltura.com/index.php/extwidget/preview/partner_id/1581781/uiconf_id/30547232/entry_id/0_axs6ld36/embed/auto?

 

-Hear Kenneth French talk about the most rewarding aspects of his work.

What Keeps You Excited?

http://www.kaltura.com/index.php/extwidget/preview/partner_id/1581781/uiconf_id/30547232/entry_id/0_vrki5kip/embed/auto?

Categories: Wealth Advisors

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Alex Haviland