In a market flooded with conflicting investment advice, how do you deliver portfolio strategies your clients can trust? Join host Jason L Smith and special guest Dr. Apollo Lupescu, Vice President of Dimensional Fund Advisors (DFA), for an insightful discussion on investment fundamentals and market dynamics. Informally known as the "Secretary of Explaining Stuff," Lupescu breaks down complex investment concepts into actionable insights, from global diversification to the psychology of market timing. Listen as they take a deep dive into portfolio construction, risk management, and the empirical evidence behind successful long-term investment strategies. Learn why having a solid investment philosophy and systematic approach is crucial for both advisor success and your clients’ peace of mind.

Resources:

• Research Referenced: The Matrix Book (DFA investment research publication)
• Methodology/Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement

Statistics:

• U.S. stock market represents 61% of global market value 
• Japan's stock market represents 6% of global market value 
• 53% of trading days are positive in the S&P 500 
• $1 invested in S&P 500 in 1926 grew to $14,000 by 2023 
• 78% of annual returns have been positive over the past 50 years