Portfolio Advisors Blog

Our Blog postings occur from time to time when we have an interesting article or opinion to share. We hope that you will find our postings of interest and encourage to forward them on to your family and friends.

Portfolio Advisors to Host Speakers Forum & Reception

Featured speakers include Dimensional Funds Vice President Weston Wellington presenting his topic, "Redefining Investment Advice."  Also, Dale de Goede,  Attorney at Law, will present his topic, "Top Ten Estate Planning Tips."   The Forum will be held on October 6th at 5:30 p.m. in the University Business Center at California State University, Fresno.  Please see invitation and speaker bio for further details.

Event Invitation.pdf

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Two Recent Dimensional Fund Advisor Articles - The China Syndrome & Greece is the Word

Two recent articles, written by DFA Vice President Jim Parker, are both timely and compelling. The first article, entitled The China Syndrome, highlights the recent severe volatility in China's stock market, raising questions among many investors about the causes of the fall and the wider implications for the global economy and markets. The second article is entitled Greece is the Word. This article highlights how the world's markets and media financial pages have focused intensely on the standoff between debt-laden Greece and its international lenders. Both news stories have been fast-paced and difficult to keep up with. More importantly, the speculation about possible outcomes has been intense. In his articles, Parker offers insight that provides investors with a unique perspective.


While these world events can be both troubling and unpredictable, we believe the best approach remains diversifying across many countries and asset classes, staying focused on your own goals, and most of all, talking to your chosen advisor who understands your situation best.

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