Todd Schanel, CFA, CPA, CFP®

Investment Management - NAFA - FeeOnly

Dimensional Fund Advisors and Vanguard (Part II): Dimensional’s Advantages

As I discussed in a previous article, Dimensional and Vanguard are similar but are different in some key respects.  While neither fund family relies on forecasting or individual security analysis, Vanguard funds are index funds while Dimensional funds are not. Both fund families are great options for investors.  However, Dimensional provides several advantages that may…

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Financial Advisor - Jupiter FL

How to Use Asset Location to Increase After Tax Returns

  Most of us have heard of asset allocation – the process of dividing a portfolio’s assets across various parts of the market according to an investment plan that takes into account an investors goals and risk tolerance.  Asset location, on the other hand, is a tax minimization strategy that takes into account how different…

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