This is past weekend, a sweet lady who loves investments asked me to explain to her the Dimensional Funds, the fund family that we use most in building our client portfolios. Sometimes I wonder if my …
Confessions of an Introvert
By nature, I am an introvert. It is much more comfortable for me to listen than to talk. Recently, however, I came to the realization that this is not always the best choice. As a financial planner, …