David Booth, Dimensional Fund Advisors – The Outsider Who Changed Investing
Our CIO, Chris Cannon, co-hosts an interview with David Booth on how he helped bridge the gap between academic finance and real-world portfolio management.
Tag: Financial Advisor
What "Fee-Only" Really Means — And Why Your Advisor's Compensation Model Matters
Fee-only, fee-based, and commission-based are not interchangeable terms. Understanding how your advisor is compensated is one of the most important steps toward receiving objective financial advice.
Joe Davis of Vanguard on the Investors First Podcast: AI, Index Investing, and What Comes Next
On the latest episode of the Investors First Podcast, co-hosts Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) and Chris Cannon, CFA (CIO/Principal, FirsTrust) sat down with Joe Davis, Vanguard's Global Chief Economist and Global Head of the Investment Strategy Group.
Rick Rieder of BlackRock on the Investors First Podcast: Fixed Income, Risk Management, and the 2026 Market Outlook
BlackRock's Rick Rieder joins the Investors First Podcast to discuss his path from betting lunch money to managing $2.4 trillion, his "make a little bit of money a lot of times" philosophy, and why 2026 will separate investors from gamblers.
Asset Protection for Physicians: How to Shield Your Wealth from Malpractice Liability
Discover the four pillars of asset protection for physicians: insurance, entity structures, trusts, and asset titling. Learn how to shield your wealth from malpractice liability before claims arise.
Types of Financial Advisors
As Seen in WSJ | Buy Side Dated 8/19/2025 Written by Molly Grace. Explore the different categories of financial advisors—from RIAs to robo advisors—to determine which expert aligns with your financial planning needs. Key takeaways: There are a lot of different terms used to describe financial professionals, which can make it hard to know which
Here's How to Choose the Best Financial Advisor for Your Retirement
A great financial advisor is worth their weight in gold. However, not every financial advisor specializes in retirement-related issues, and that's where retirement advisors come in. A retirement advisor is a financial professional who can help you plan for and manage your retirement. Whether you're late to retirement planning or want another set of eyes to check out your current plan, there's no one quite as capable as a great retirement advisor.
S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print as seen in The New York Times
……Advisers remain the best bet. The safest course is picking an independent, fee-only advisor who makes an explicit promise to act as a fiduciary…