2022-06-16: Investment strategies

Agenda:

Purpose of investment strategies (2:15)
Available strategies (4:40) & (28:53)
- Vanguard Passive (5:18)
- ETF w/ active fixed income (7:05)
- DFA (9:35)
- DFA Socially Responsible (12:35)
- Core & Satellite (15:33)
- ESG (19:22)
- Core American (23:48)
- Active (26:30)
Tax considerations (31:40)

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Last updated on June 22, 2022