618.288.9505 info@carsonallaria.com

Sailing with the Tides

by | May 6, 2018

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. Click here to read the full article from Dimensional Fund Advisors.

CarsonAllaria Wealth Management and Dimensional Fund Advisors are both independent firms. This article does not constitute an endorsement, certification, or partnership on behalf of either party.  Dimensional and the Dimensional Logo are registered trademarks of Dimensional Fund Advisors LP. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies. Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

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CarsonAllaria Wealth Management
2246 S. State Route 157, Suite 225
Glen Carbon, IL 62034

Serving Greater St. Louis

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Phone Number: 618.288.9505
Fax Number: 618.288.9506
Email: info@carsonallaria.com

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*73% of financial advisors do not have a succession plan. Study conducted by the Financial Planning Association and Janus Henderson Investors. Statistic was cited in the CNBC.com article at https://www.cnbc.com/2019/04/29/a-majority-of-financial-advisors-lack-a-succession-plan.html

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