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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