Redefining Investment Advice: What you can and can’t control

March 27, 2013 @ 12:00 pm – 1:00 pm
US Bank Tower Conference Room (Suite 475, 4th Floor)
1420 5th Avenue #475
Seattle,WA 98101
Ethan Broga, CFP®, MS206-923-3474E-mail

Redefining Investment Advice


Empirical Wealth Management invites you to join Joel H. Hefner, CFA, Vice President of Dimensional Fund Advisors, for a workshop where Joel will be addressing the following topics:

  • - How do people define success when they describe their investment experience?

  • - Why is it so unlikely that picking stocks will lead to a positive investment experience?

  • - To an overwhelming degree, three simple factors explain why one diversified portfolio behaves differently from another. What are they?

  • - Why does the stock market’s “fast money” veneer still exist?

Joel H. Hefner, CFAJoel H. Hefner, CFA

Dimensional Fund Advisors

Joel H. Hefner spearheads the firm’s extensive financial advisor conference and seminar system. Joel also oversees the network of Dimensional lead advisor study groups and frequently speaks at industry and client events across the country. A former senior manager of a Big Five accounting firm, Joel was also the chief portfolio manager for a large fee-only advisory firm, managing more than $1 billion in client accounts.

A CFA Charterholder, Joel graduated magna cum laude with a BA in economics and political science from California State University, Chico, and an MA in economics from the University of California, Santa Barbara.

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