Host Jeff Bernier, CFP®, ChFC, CFS welcomes guest Wes Crill, Senior Investment Director and Vice President, Dimensional Fund Advisors, to The Money & Meaning Show podcast!
In this episode, Wes and Jeff dive deep into the world of investments! They cover a wide range of topics, including:
💰👩⚕️Understanding the difference between financial capital and human capital and how their impact and risk profile change throughout our lives
🌟 Exploring the fundamentals of factor investing, the characteristics associated with higher expected returns, and how to determine how far to tilt
🪙 Delving into the world of fixed income, its relevance when cash is yielding nearly 5%, and discussing strategies to manage different types of risks with it
🤖 Wes's intriguing perspective on Artificial Intelligence and its potential impact (or lack thereof) on capital markets and investment strategies.
#MoneyAndMeaning #InvestmentInsights #FactorInvesting #ArtificialIntelligence #FinancialIntelligence
Dimensional Fund Advisors, founded in 1981, has a long history of applying academic research to practical investing. They offer a full range of equity and fixed income strategies designed to target higher expected returns. Learn more by clicking here.
TandemGrowth Financial Advisors, founded in 2003, offers you a big advantage: an on-call financial advisor who will get to know you and collaborate with you. TandemGrowth believes the high value they place on client relationships sets them apart from other investment advisors. Together, you and TandemGrowth can create a customized financial strategy and they'll be there to help navigate all of life’s financial choices. Learn more by clicking here.
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