Host Jeff Bernier, CFP®, ChFC, CFS welcomes guest Wes Crill, Senior Investment Director and Vice President, Dimensional Fund Advisors, to The Money & Meaning Show podcast!

In this episode, Wes and Jeff dive deep into the world of investments! They cover a wide range of topics, including:

💰👩‍⚕️Understanding the difference between financial capital and human capital and how their impact and risk profile change throughout our lives

🌟 Exploring the fundamentals of factor investing, the characteristics associated with higher expected returns, and how to determine how far to tilt

🪙 Delving into the world of fixed income, its relevance when cash is yielding nearly 5%, and discussing strategies to manage different types of risks with it

🤖 Wes's intriguing perspective on Artificial Intelligence and its potential impact (or lack thereof) on capital markets and investment strategies.

#MoneyAndMeaning #InvestmentInsights #FactorInvesting #ArtificialIntelligence #FinancialIntelligence

Dimensional Fund Advisors, founded in 1981, has a long history of applying academic research to practical investing. They offer a full range of equity and fixed income strategies designed to target higher expected returns. Learn more by clicking here.

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