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Insights from Dimensional Fund Advisors (DFA) Conference

Wealth Dimensions
Wealth Dimensions
May 20, 2014  No Comments

Recently, a few Wealth Dimensions team members attended a two-day conference in Chicago, hosted by Dimensional Fund Advisors (DFA). The conference was designed to serve as an in-depth view into DFA’s investment philosophies and to shed light on some of their industry-leading advisor relationship skills. Having used DFA in our portfolios for Full Article

529 Education Savings Accounts

atomic
atomic
November 17, 2009  No Comments

Under the American Recovery and Reinvestment Act of 2009, qualified tuition programs (QTPs) also called 529 plans, had the list of Section 529 qualified higher education expenses expanded to include expenses incurred or paid in 2009 or 2010 for the purchase of any computer equipment, technology, internet access and related services to be used by Full Article