top of page

Identifying Great Investment Opportunities Webinar on March 8th

Registration for the Weston Wellington Stay in Your Seat Webinar on March 8 at 11:30 a.m. MST is open. Please go here to register.

We have arranged for Weston Wellington, Vice President of Dimensional Fund Advisors (DFA), to deliver a special presentation for clients and friends of Purposeful Financial Planning on March 8th at 11:30 AM Mountain time.

If you have ever wondered about the usefulness of “Attention-Grabbing” financial headlines, this is a “DO NOT MISS” event.

We cannot record this session due to compliance, so I highly recommend attending this informative and entertaining webinar.

For several years, I have been trying to arrange for Mr. Wellington to speak to our clients. His presentations are always full of great investing wisdom and good humor.

The topic of Weston’s webinar will be:

Stay in Your Seat - Can professional researchers reliably identify investment opportunities for above-average gains? How helpful are financial journalists who seek to bring such “experts” to our attention?

This presentation will offer some profound and easily-implementable investment advice through a light-hearted look at the world of conventional investment advice. It suggests that ignoring the experts may be the most fruitful strategy.

Weston J. Wellington, a Vice President with Dimensional, is one of the firm's market research experts. He works closely with financial advisors in the US, Canada, Europe, and Australia, showing them how a research-based "equilibrium" strategy may be a good way to pursue investment success and why their clients are unlikely to hear about this approach from the usual sources of financial advice. One of the firm's most engaging speakers, Weston is an accomplished writer whose column, Down to the Wire, appears regularly on Dimensional's client website. Before joining Dimensional in 1995, Weston was director of research at LPL Financial Services, Inc. in Boston, and he has accumulated over 40 years of experience in the investment industry. He holds a BA in history from Yale University.

3 views0 comments


bottom of page