
Insights
Helping you achieve your financial goals and enhance your peace of mind.
Search by Topic
Select as many as needed
Helpful Links
-
1
Dimensional Fund Advisors
Provides daily closing prices of DFA funds and firm information
-
2
The Vanguard Group
Investment management information
-
3
Securities and Exchange Commission
To see if planners or their firms clash with regulators or other investors
Recommended Reading

A personal, academic approach to your finances.
Need more tailored advice? We’ll help you meet your financial goals and lead your ideal life—the smart way.
Call us at (407) 422-0252 to get connected with a financial advisor. You can also fill out this form and someone from our team will contact you shortly.