Preview Mode Links will not work in preview mode

Mar 17, 2018

Jake DeKinder is the head of all advisory communications and the VP of DimensionalFund Advisors. Jake works with advisors across the world to help them bettercommunicate to their clients in plain language the complex topics surrounding investing.He received his MBA from the McCombs School of Business at The University of Texasat Austin and he also holds the CFA designation.

In this conversation, Paul speaks with Jake about Dimensional Funds history and hisrole with the advisor and client, why trying to outguess the markets doesn’t work verywell, how everyones behavior in a mutual fund impacts your outcomes and much more.

For full show notes and to download a FREE copy of the transcript for this episode, visit:

Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation.

Guest speakers are not affiliated with Guardian or PAS unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

This Material is Intended For General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Compliance: 2018-53719 Exp. 2/20