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Did You Miss 'Reflections and Lessons for Investors in 2021'?Watch On Demand

4/1/2021

Request on-demand access to our webinar presented on Thursday, April 1st.

An unprecedented year!? The Saltmarsh Financial Advisors are excited to offer the opportunity to engage with Apollo Lupescu, PhD and Vice President at Dimensional Fund Advisors, one of the largest and most reputable investment managers in the country.

Dr. Lupescu reviews key lessons learned from 2020 and discuss how this information can benefit investors as we settle into 2021 under a new administration. He will also touch on timely topics that are top of mind for many investors and retirees:  

  • Policy moves and the impact on the markets, interest rates and inflation
  • Disconnect between the market and the economy: Main Street vs. Wall Street 
  • What role does fixed income play in a portfolio and does it have a place going forward
  • Small cap value investing-what’s all the hype?  
  • The role of Bitcoin and digital currency  

Access Recording Here

ABOUT THE SPEAKER 
Apollo D. Lupescu, PhD is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area to assist in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm's national advisor retirement business. He is currently Dimensional's "secretary of explaining stuff." In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events. Prior to joining Dimensional, Apollo had his own consulting firm, which provided services to the US Department of State and the White House on a variety of projects.

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


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