The Dimensional Fund Advisors Co-CEO and Chief Investment Officer Gerard O’Reilly was recently a guest on the Bloomberg Media Odd Lots podcast. Gerard talks about the firm’s history, its approach to investing, and where he sees the fund management industry going. Milestone has partnered with Dimensional for 20+ years and this interview with Gerard reinforces our belief in DFAs investment philosophy.
Disclaimer/Author(s) Bio: This is not to be considered investment, tax, or financial advice. Please review your personal situation with your tax and/or financial advisor. Milestone Financial Planning, LLC, (Milestone), a fee-only financial planning firm and registered investment advisor in Bedford, NH. Milestone works with clients on a long-term, ongoing basis. Our fees are based on the assets that we manage and may include an annual financial planning subscription fee. Clients receive financial planning, tax planning, retirement planning, and investment management services, and have unlimited access to our advisors. We receive no commissions or referral fees. We put our client’s interests first. If you need assistance with your investments or financial planning, please reach out to one of our fee-only advisors. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.