The Tao of Wealth Management

I’m excited to share today’s article. It reflects an investment philosophy supported by historical asset class returns, but puts it in terms of basic understandable action. The article is written by Jim Parker, a Vice President of a subsidiary of Dimensional Fund Advisors.

The Tao of Wealth Management

We at Maxima Wealth Management employ Dimensional Fund Advisors’ investment philosophy. You can read more at https://maximawealth.com/financial-planning-services/investment-management/.

Given the possible complex issues that can arise when determining your investment plan and then sticking with it, it might be best for you to meet with a financial advisor. A financial advisor can assist you in establishing the best strategy for your situation.

If you need a financial advisor or know someone who would benefit from one, please send them my contact information along with this blog.