"Redefining Investment Advice" with Weston WellingtonJanuary 23, 2019 | Pensacola, FL

1/2/2019 - By Nancy Patton

Join us for an exclusive lunch presentation with Weston Wellington, of Dimensional Fund Advisors, an investment firm widely recognized for their Nobel-Prize winning research, as he explains the science behind Dimensional’s Nobel-Prize winning research and how it has inspired a more sophisticated approach to investing.

Traditional investment approaches strive to beat the market by taking advantage of pricing “mistakes” and attempting to predict the future. Too often, this proves costly and futile. Predictions go awry and managers may hold the wrong securities at the wrong time, missing the strong returns markets can provide. The futility of speculation is good news for the investor. It suggests that prices for public securities are fair and that portfolio structure, not mispricing, helps explain differences in average returns. It also proposes that it may be possible to outperform markets, but not without balancing risks and costs against expected returns.

Financial research identifies what we believe to be the sources of investment returns. What is the science behind this research? Who developed it? How should it be put to use? During this presentation, Weston Weillington will explain the story every investor needs to hear.

Wellington is a Vice President with Dimensional Fund Advisors and one of the firm’s market research experts. He works closely with financial advisors in the US, Canada, Europe, and Australia, providing education around Dimensional's investment philosophy. One of the firm’s most engaging speakers, Weston also is an accomplished writer whose column, Down to the Wire, appears regularly on Dimensional’s client website.

Wednesday, January 23, 2019
11:30-1:00PM

Pensacola Yacht Club
1897 Cypress St, Pensacola, Florida 32501

Please RSVP by January 18th
RSVP by email or call Jayme Terrell at (850) 435-8300

RELATED INFORMATION

About Dimensional Fund Advisors
Dimensional Financial Advisors is a leading global investment firm that has been translating academic research to practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through advanced portfolio design and careful implementation. To learn more, visit dimensional.com.

About Saltmarsh Financial Advisors
Saltmarsh Financial Advisors, LLC is a financial planning and investment management service provider with decades of industry experience. We deliver cash-flow based financial planning and industry leading state-of-the-art portfolio design with investment philosophies based on Nobel Prize recognized academic research regarding capital markets and the science of investing to our clients. As a fee-only registered investment advisory firm, we receive no compensation from the funds we recommend.

Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund, a leading accounting and consulting firm with offices in Orlando, Tampa, Pensacola and Fort Walton Beach, FL and Nashville, TN. To learn more about us, please visit saltmarshfa.com or saltmarshcpa.com.

View Event Postcard