Dimensional Fund Advisors: Which Hat Are You Wearing?

Dimensional Fund Advisors: Which Hat Are You Wearing?

October 19, 2015 in Dimensional, Investing by Sheri Iannetta Cupo

October, 2015

Which Hat Are You Wearing?

Jim Parker Dimensional

By Jim Parker
Vice President

“Most of us have multiple roles—as business owners, professionals, workers, consumers, citizens, students, parents and investors. So our views of the world can differ according to whatever hat we’re wearing at any one time. This complexity of people and their range of motivations, depending on their circumstances, highlight the inadequacy of cookie-cutter or automated investment solutions.”

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Sheri Iannetta Cupo, Founding Partner (Retired) & Director

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SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.