Investing for Retirement

Investing for Retirement

Retirement investing resources at your fingertips!

Browse our sub-topics below to watch, listen, or read more about your subject of interest. Interested in more? Swing over to our blog to for more information about investing for retirement.

Investing for Retirement

When Building Retirement Portfolios, How Big a Role Does Asset Allocation Play in Performance? with Roger Ibbotson, PhD
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The Elements of Investing with Charles Ellis, PhD
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Making the Most of Your Retirement Investments with Paul Merriman
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Investing Retirement Assets for Long-Term Success with Rod Kamps, CFP
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Beware of Fighting the Last War
Watch Video


Donít Do Something, Just Stand There!
Watch Video


Time is Your Friend, Impulse is Your Enemy
Watch Video


There is No Escaping Risk
Watch Video


What Hurts the Everyday Investor Now?
Watch Video


Speculation: A Loserís Game
Watch Video


Simple Rules for Investment Success
Watch Video


Secure Your Retirement with Dimensional Investing
Active vs. Passive: The Great Debate (PDF)
Dimensional Fund Advisors vs. Vanguard (PDF)
Foundations of Dimensional Investing (PDF)
Gamma: How Advisors Add Value (PDF)
The DFA Philosophy – Applying (PDF)

 

Active vs. Passive

Active vs. Passive Investing with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Active Investing Done Right with Charlie Smith
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The Dimensions, Premiums, and Factors of Index Investing with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Active vs. Index Investing with Weston Wellington
Listen to MP3


Enhanced Index Investing with Special Dr. Roger Ibbotson
Listen to MP3


Don’t Do Something, Just Stand There!
Watch Video


The DFA Philosophy Ė Applying
View Article (PDF)

 

Why do we think Dimensional Funds are the best set of Index Funds on the planet?

Supporting the Four Corners of your Financial House with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Active vs. Index Investing with Weston Wellington
Listen to MP3


Index Investing with PJ Dinuzzo, CPA, PFS®, AIF®, MBA, MSTx
Listen to MP3


Foundations of Dimensional Investing
Read Article (PDF)


The DFA Philosophy Ė Applying Dimensional Science
Read Article (PDF)


Dimensional Funds Advisors vs. Vanguard
Read Article (PDF)

 

Why does it pay to have a financial advisor?

Creating a Comprehensive Retirement Strategy with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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Following an Efficient Financial Strategy Produces Dividends with P.J. DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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James Lange Talks to John Bogle
Watch Video


Gamma: How Advisors Add Value
Read Article (PDF)

James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again.  He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA).  Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

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