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Financial Solutions for Dentists & Their Families

Enlightened by proven evidence-based investing principles, Dental Wealth Advisors is a fee-based wealth management firm dedicated to guiding clients through a comprehensive, hands-on financial planning process, customized to attain investment goals and secure their financial future.

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In Defense of the Home Mortgage: Not All Debt is Bad Debt

  • May 17th, 2018

BAM ALLIANCE member Michael Evans on factors to consider when weighing certain financial advantages to holding a mortgage, and whether it makes sense for you. I believe it’s time to take a fresh look at a timeless question: Is it better to own your home outright or maintain a mortgage? Given all the factors involved,…

Don’t Exclude Emerging Markets

  • May 9th, 2018

Does the current empirical evidence still suggest there’s a significant benefit to including emerging markets stocks in a globally diversified portfolio? Larry Swedroe makes his case for the prudent investment strategy. Thirty years ago, emerging markets made up only about 1% of world equity market capitalization, and just 18% of global GDP. As such, the…

Chasing Returns Is a Hard Catch

  • May 9th, 2018

Larry Swedroe on a study showing why performance chasing rarely succeeds. There is a considerable body of evidence demonstrating that the post-hire performance of active managers tends to be disappointing relative to their pre-hire performance. Specifically, managers’ performance tends to regress toward zero after adjusting for expenses, risk, exposure to common factors and survivorship bias….

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