The Geometric Blog
Is buying a house a good investment?
Attached for download (click on the image below) is our whitepaper that analyzes both the financial and intangible benefits – and drawbacks – of homeownership. Editorial Note: This paper was published by the Association for Financial Counseling & Planning Education (AFCPE) in their 2nd Quarter 2017 Newsletter (Link).
The election’s impact on your investment plan
Earlier this week, we emailed our clients to discuss how the election results should (or should not) affect their investment plans. Figuring that others might appreciate our viewpoint, below is the entirety of that email.
John Oliver’s brilliant segment on investing
It’s not often that the media makes any mention of the low-cost, transparent investment philosophy that we care so deeply about. Which isn’t surprising, because it’s boring.
Patrick S. McGough joins Geometric Wealth Advisors
When we launched Geometric, we made a commitment to only hire advisors who are as bright and capable as our clients. Given the professional and academic achievements of our clients, we are intentionally creating a very high hurdle. We believe that’s part of what sets us apart.
Why we prefer Dimensional to Vanguard (in most cases)
As a longtime passive investing geek, there is no company I hold in higher regard than Vanguard, and no businessperson I admire more than its founder John Bogle. A handwritten note from Mr. Bogle is framed above my desk. I am a proud “Boglehead.”
Why we built Geometric Wealth Advisors
If you’re reading this, some or all of the following likely describe you: