IFA Town Hall with Dimensional Fund Advisors' Apollo Lupescu

Wednesday, April 29, 2020 787 views

IFA's Mark Hebner and Dimensional Fund Advisors' Apollo Lupescu discuss the recent COVID-19 crisis in a Town Hall format where they cover an array of topics.


REFERENCES:

  1. IFA Index Portfolios
  2. Efficient Capital Markets
  3. US Equity Returns Following Sharp Downturns July 1926-Dec 2019
  4. The Random Walk of Market Returns – The Hebner Model
  5. There's a World of Opportunities in Equities
  6. The Problem With Market Timing: Missing the Best Days
  7. A Closer Look at Using E-Money
  8. Rebalancing Portfolios
  9. Tax-Loss Harvesting
  10. IFA Client Success At Capturing Benchmark Index Returns
  11. Results Summary for IFA Index Portfolio 100
  12. Eugene Fama Bio

DISCLOSURES:

Investment involves risks.  The investment return and principal value of an investment may fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original value.  There is no guarantee that the strategies will be successful.  Past performance or the use of an advisor is no guarantee of future results. 

The information in this document is provided in good faith without any warranty and is intended for the recipient's background information only.  It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. Dimensional accepts no responsibility for loss arising from the use of the information contained herein. All expressions of opinion are subject to change. 

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Please read the prospectus before investing.  Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. The information provided in this presentation has been compiled from sources believed to be reliable and current, but accuracy should be placed in the context of the underlying assumptions.  


All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third-party sources is not endorsed or guaranteed by IFA. Please be sure to use the pause button to fully read the important disclosures at the end of each video.

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