Join educated investors who get actionable, evidence-based wealth management insights delivered directly to their inbox.

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.

Learning Center

Complex Instruments Don’t Enhance Bond Fund Performance

  • April 19th, 2018

Larry Swedroe unpacks recent research that shows, overall, complex investments just don’t have a significant impact on performance. The U.S. bond market is one of the largest in the world, with managers controlling more than $2 trillion in assets. Given its size, an important question is whether active bond fund managers add value. Markus Natter,…

Shorting’s Impact on Tax-Efficiency

  • April 19th, 2018

Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds. Among the “smart beta” strategies that recently have become popular are funds that go long securities with favorable characteristics and short those with unfavorable characteristics. For example, to capture the value premium, a fund would go long value stocks and short growth…

Value May Be Down, But It’s Not Out

  • April 11th, 2018

Larry Swedroe concludes it’s premature to give up on the value factor, but also that its premium has only been earned by investors disciplined enough to stay the course through sometimes long periods of underperformance. As the director of research for Buckingham Strategic Wealth and The BAM Alliance, I’ve been getting lots of questions about…

©2018 Dental Wealth Advisors