Wealth of Ideas
Personal Finance Fundamentals to Understand and Implement 
In This Issue
Missing Blocks
What to Do Next

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About O'Reilly Wealth Advisors
A fiduciary Registered Investment Advisory Firm focused on holistic comprehensive wealth management.   We maximize the probability of our clients achieving their goals for the reasons that are important to them.   For more click here.
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We're very proud to announce that one of the brains behind the evidence-based investing philosophy we use, Professor Eugene Fama, has just won a Nobel prize in Economics!  

We build our client's portfolios using the evidence-based investing employed in the institutional fund family, Dimensional Fund Advisors (DFA).  DFA is the top performing evidence-based investing fund family globally.

 

Professor Fama is a consultant to DFA - one of several members of DFA's Brain Trust.  I have been blessed to be a student of Professor Fama through my association with DFA. 

 

We immediately sent a congratulatory message to Professor Fama - he's so deserving!

 

Learn more about Professor Fama in a casual interview found here.

 

Meet others (including more Nobel prize winners) of the DFA Brain Trust here.

 

You've not heard of DFA?  DFA is only accessible by high end fiduciary advisors like us pre-approved by DFA.  They have no need to advertise to the public.

What to Do Next
 

The crucial first step is to understand what is most important to you and establish goals in alignment.  Then choose someone that can bring a team of independent experts together and assemble the advice (prioritized in your best interests) to make it happen.

 

That said, it is completely appropriate to choose investing as the first topic.   

 

We regularly analyze folk's current investment strategy with nothing expected in return.   (We'll analyze other aspects of your strategy if you wish.) 

 

We look at: 

  • Overall Performance (vs. benchmarks & our model portfolios)
  • Portfolio Design
  • Diversification
  • Fees & Expenses

Give us a call.    760-804-0910

 
Until next issue.

 

Sincerely,

John O'Reilly

O'Reilly Wealth Advisors
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