About this episode

Paul and Chris discuss the new Avantis and DFA Best-in-Class fund family recommendations and the shift in investment strategy.

Paul and Chris introduce the new Avantis and DFA Best-in-Class fund family recommendations and talk about the shift away from evaluating and recommending à la carte choices from multiple fund providers. They emphasize that the quality and breadth of the offerings from Avantis and DFAhave reached a point where it's better and more sustainable to recommend these fund families than to continually change recommendations among funds that are increasingly close unexpected performance. Best in Class ETF recommendations https://www.paulmerriman.com/best-in-class-recommendations Portfolio Configurator https://lookerstudio.google.com/u/0/reporting/a941a5d4-0929-45ea-b22e-3bb82dc334ff/page/99wxc?s=hqmha3-AK5k

People in this episode

Host: Paul Merriman

Guest: Chris

Topics covered

• ETF portfolios
• investment strategies
• fund recommendations
• Avantis
• DFA
• financial planning

Keywords

• ETF
• investment
• fund family
• Avantis
• DFA
• portfolio
• recommendations

Mentioned in this episode

Organizations: Avantis, DFA, Paul Merriman

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