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Mutual Fund Landscape
Dimensional’s 2019 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed their primary benchmarks after costs—and among top-ranked funds based on past results.
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The Business of Celebrity
With Shaquille O'Neal
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This Will Attract People to Your Brand
With Don Miller
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What It Takes To Be Number One
With Vince Lombardi
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The Mastermind Principle
With Napoleon Hill
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Strategic Coach
Dan Sullivan
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Words of Wisdom
with John Wooden
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Featured Articles

Reclaim Your Time

The “work first, life second” mantra guides too many of us these days. This report explores how your clients and prospective clients can reclaim their time and create a fulfilling life for themselves and their loved ones.

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The Four Types of Financial Advisors

Which one should you work with? We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people pay attention to the orientation of their financial advisor candidates. As a result, they may risk choosing an advisor who isn’t a great fit. Here’s a look at four different types of advisors you are likely to encounter and how they stack up against each other in some key areas.

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A Ray of Informed Perspective

The attachment illustrates why we do not panic when others do…a historic perspective and experience is in hand and what you can reasonably expect for the future performance has been studied before and is illustrated in this attachment. Standing by if I can be of any assistance.

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A Note to Clients About Your Asset Management Process

The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. At 360 Family Office we have a investment philosophy aligned with Dimensional Fund Advisors. That philosophy is built by Nobel Prize winners as well as doctorate holders on actual statistical outcomes, not opinions based on fear or a guess. The philosophy includes a plan for the upside and downside market environment. It is primarily represented by asset allocation before market events that reflect the financial profile and needs of our clients. Said another way –

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Great Videos From Our Partners

Applying Science to Investing

Becoming Dimensional

Dealing with Uncertainty

Dimensional Origins

Market Volatility

Robust Research

The Federal Reserve

The Power of Markets

Tuning Out the Noise

Volatility of Premiums

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