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Client Tools


FILLC Spending Worksheet:
Excel 97-2003 Format
Excel 2007 Format

Risk Profile Questionnaire:
Download or Submit Online via PDF


Client Profile:
Submit Online or
Download PDF


Newsletter:

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Investment Resources

  • Sample Wealth Management Plan
  • Sample Client Profile

Presentation:


  • Part 1 - What Is Dimensional's Approach under Adverse Business Conditions?
  • Part 2 - How Do Recessions Affect Stock Prices?
  • Part 3 - Why Didn't We See the Problems Coming?
  • Part 4 - How Do Recent Stock Market Returns Compare with Previous Downturns?
  • Part 5 - Is Nationalization a Threat to the Free Enterprise System?
  • Part 6 - What Should Investors Do Now?

Video:




Buy and Hold vs. Timing the Market @ Yahoo! Video

Stock Picking vs. Index Investing @ Yahoo! Video

Documents:


  • The Tortoise And The Hare: The New Economy
  • Periodic Table of Asset Classes
  • Selecting A Mutual Fund: The Limits Of Fund Rating Services
  • Top Performing Mutual Funds: Subsequent Performance of Top 30 Funds
  • Warren Buffett
  • Peter Lynch

Books:


  • The Coffeehouse Investor: How to Build Wealth, Ignore Wall Street and Get on with Your Life
    Bill Schultheis
  • What Wall Street Doesn't Want You to Know: How You Can Build Real Wealth Investing in Index Funds
    Larry Swedroe
  • The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
    William J. Bernstein
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