Foundations for Investing

EDUCATION PAYS THE BEST DIVIDENDS

These eight short videos serve as a great introduction to the fundamentals of our investment philosophy. They are intended to deliver complex subject matter in digestible pieces; the longest runs only four minutes. Further down the page we offer more advanced content for your reference. We hope these pieces introduce you to a better and different way to think about investing.

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ADVANCED CONTENT

The below links and research summaries shed light on various advanced topics and common questions. If there is something not covered that you’d like research on please reach out, chances are we have looked into it.

The Arithmetic of Active Managment - Prof. William Sharpe
Asset Location White Paper - Vanguard
Tax Alpha and Direct Indexing White Paper - AQR
The Arithmetic of Roth Conversions White Paper - FPA
SMAs at Work: Solutions to Address Outsize Exposure to Employer Stock - DFA
SMAs at Work: Aligning Investment and Sustainability Goals - DFA
The Mutual Fund Landscape 2023 - DFA

DISCLOSURES:

All videos are being provided for informational purposes only and should not be considered a solicitation, recommendation, or endorsement of any particular security, product or service, or considered to be investment or tax advice. There is no guarantee any investment strategies will be successful. Investing involves risks, including possible loss of principal. Past performance does not guarantee future returns. No investment decisions should be made solely based on the information in any of these videos. The opinions referenced within are as of the date of each video recording and are subject to change without notice. Information provided by third party sources is not endorsed or guaranteed by Altruist Wealth Management. Be sure to view any and all disclosures on our “disclosure” page.