Just a few weeks ago, we mailed a letter to all True Wealth Design clients that included a personal update that my family and I would be in southwest Florida in late August. With Hurricane Irma, I received several emails … Continue reading
Tag Archives: Firm News
Mutual Fund Expense Reductions
Dimensional Fund Advisors, an institutional investment manager with more than $445 billion under management as of 9/30/16, has announced a reduction in expense caps and investment management fees for several funds in 2017. The majority of these funds are long-term … Continue reading
What Is Fiduciary Investment Advice?
A short note in advance of the article: Since our inception, True Wealth Design has acknowledged fiduciary responsibiltiy to always and solely act in our client’s best interests. We set up our business this way on purpose, as we … Continue reading
Client Letter: Portfolio Allocation Changes
We completed our regular rebalancing process last week, and you may have noticed some activity in your accounts. In conjunction with this rebalancing, we also made a few changes to our investment policy allocations in light of future expected … Continue reading
DFA Earns Top Stewardship Mark from Morningstar
Morningstar recently issued a new Stewardship Grade for Dimensional Funds Advisors or DFA. The firm’s overall grade–which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history–is an “A” – the highest rating. DFA has been the … Continue reading