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Resources

What to Know About Today’s Stock Market

Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors joins Dave Alison, CFP®, EA, Founding Partner & Executive Vice President of Valor Capital Management and shares what to know about today's stock market. Watch for perspective, tips, tools and information that you can use today to guide yourself and your clients through the COVID-19 pandemic.

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Staying In Your Seat

A brief visual to reinforce the notion of “staying in your seat” from Dimensional.

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COVID-19 Update

Dave Alison, CFP®, EA, Certified Financial Fiduciary® and Founding Partner of C2P Enterprises discusses the current financial climate surrounding COVID-19. Watch this 30 minute webinar to learn how the Coronavirus is affecting the financial market today. You'll also learn about the Black Swan Theory and the recent history of the financial market, the challenges with market timing and 7 actions to consider going forward.

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Building Quality Investment Portfolios

To share this newsletter with your clients, click the “share” button on the right side of the newsletter. You will be able to directly copy the link to email it to your clients.   

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