650.325.5890
533 Airport Blvd., Suite 400, Burlingame, CA 94010

Video Library

The videos below are resources to help you better understand the value we offer, our approach to investing and related topics

Are you ready to speak to a professional about your financial situation?

Contact Us

VALUE OF FINANCIAL ADVICE

Do you have questions around the role of an advisor in your financial picture? Watch this selection of videos to learn about the ways we can help.

Tuning Out the Noise

The right financial advisor plays a vital role in keeping investors focused on what really matters.

Redefining Investment Advice

The importance of having an investment philosophy based on a clear understanding of capital markets.

Advantages of Working with Advisors

David Booth and Robert Merton discuss a financial advisor’s role in helping individual investors use Dimensional strategies.

David Booth On: Professional Advice

Dimensional Fund Advisors (DFA) Founder David Booth shares his perspective on the value of professional advice. In an uncertain world, financial advisors help you make informed decisions to pursue your goals.

RESEARCH SUPPORTING INVESTING 3.0

Investing 3.0 isn’t a buzzword. It’s a new approach to investing that is backed by research conducted by some of the smartest financial minds in the world. Watch this selection of videos to learn more about 3.0. Be sure to also read Rick’s book to get an in-depth primer.

Applying Science to Investing

How science has transformed every aspect of our lives, including investing.

Evolution of Investing

Through the use of stories and analogies, this presentation explains the differences between traditional, predictive investment approaches and an alternate method based on market pricing, asset class behavior, and other evidence-based principles.

Dimensional Origins

Dimensional Fund Advisors (DFA) Founder David Booth and others talk about the firm’s founding and its close ties to the academic community.

Robust Research

Professor Eugene Fama and David Booth discuss the value of designing and executing investment portfolios built on robust research.

David Booth On: Forecasting

Dimensional Fund Advisors (DFA) Founder David Booth shares his perspective on the limitations of market forecasting.

RETIREMENT READINESS

How much should you save for retirement? Marlena Lee, PhD, discusses important factors that can help you meet your goals, like determining your savings rate, monitoring your progress, and making adjustments over time.

Retirement Readiness: Establishing Your Savings Rate

How much should you save for retirement? Marlena Lee, PhD, discusses important factors that can help you meet your goals, like determining your savings rate, monitoring your progress, and making adjustments over time.

Retirement Readiness: How to Invest

Researcher Kaitlin Simpson explains why you should focus on income when investing for retirement and follow a strategy that addresses the risks that can affect your future income and standard of living.

Are you ready to speak to a professional about your financial situation?

Contact Us