AIRE Advisors Luncheon Event at Dimensional Fund Advisors
Monthly AIRE Perspectives – April 2023
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
You Are Invited! An Exclusive AIRE Advisors Luncheon Event at Dimensional Fund Advisors: Tuesday, May 16th from 12 to 2pm PT
After our most recent annual research project that culminated in February, we added a few ETFs from Dimensional Fund Advisors (DFA) to our portfolios. Dimensional, a premier global investment firm managing over $550 billion in assets for institutional investors and clients of select financial advisors, is an interesting fund family with roots in the efficient market hypothesis, similar to our own market views at AIRE. Accordingly, we wanted to introduce you to Dimensional and provide a deeper dive into what they are about and their research, which stems from financial science.
On Tuesday, May 16th, our clients and their guests are invited to join an exclusive live lunch event offering a look at various investment topics and current top-of-mind investor issues. This is a valuable opportunity for you to hear from a senior investment professional at Dimensional who will offer some unique perspectives and answer your questions directly during the event. Apollo D. Lupescu, PhD is a highly regarded speaker and Vice President at Dimensional Fund Advisors. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors with various level of financial acumen. Come and hear unique insights on topics such as:
The evolution of investing and state-of-the-art strategies
Investing best practices and myth-busting
Perspectives on recessions and the stock market;
Fed interest rate changes and impact on the economy, stocks and bonds
Research and process at Dimensional
Bitcoin and cryptocurrency
Inflation considerations
The role of diversification in international, small cap and value stocks
And much more
Lunch will be served at noon and the presentation and Q&A will begin at 1pm. Questions from the audience are encouraged throughout the session and will be answered by the speaker. For those of you who will not be able to attend the live event, we will tape the event and provide a replay for a limited time to clients only.
If you would like to join us for this exclusive event, please RSVP to info@aireadvisors.com or contact us directly at 888-688-AIRE. Space is limited, so please RSVP at your earliest convenience!
More on Dimensional
For those of you who have been working with us for a while, you are likely aware of our presentation on “Asset Allocation: Investing by Planning Rather than Predicting.” The updated iteration of this presentation, now titled “Essential Lessons in Investing: Asset Allocation and Planning Versus Predicting” is in the editing stage and will be posted on our website and new YouTube channel by next month.
By coincidence, and to highlight another similarity in the philosophy between our firm and Dimensional, we wanted to share with you a recent brief article and video from Dimensional, titled “When It Comes to Markets, Better to Plan Than Predict.” Please click here to view the article and video.
Finally, as a preview to some of the insights that may be discussed at our upcoming event, please click on the article below for Dimensional’s Quarterly Stories for 1st Quarter 2023.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
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