KDI Wealth Alchemist EP 19 - Investment Clarity: Dimensional's Approach to Market Noise

In this episode of The Wealth Alchemist, KDI Vice President Shane Keith sits down with Wes Crill, Client Solutions Director at Dimensional, to discuss the philosophy and strategies that guide Dimensional’s investment approach. With over a decade of experience on Dimensional’s research team, Wes shares insights into the company’s rules-based investment process and their focus on market prices to navigate volatility and uncertainty. They explore how Dimensional stays grounded amidst the noise of current events, emphasizing the importance of long-term planning and managing risks through flexibility.

Wes also touches on the significance of maintaining consistent exposure to asset classes, the potential pitfalls of reacting to market headlines, and why investors should stay disciplined in volatile times. From understanding value vs. growth strategies to the evolving landscape of active ETFs, this episode provides invaluable advice for both seasoned investors and those just starting out.

#InvestmentStrategyInsights #MarketVolatilityManagement #LongTermWealthBuilding #Dimensional #kdiwealth

Dimensional Fund Advisors LP is not affiliated with Kestra Investment Services, LLC or any of its affiliates. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. KDI Wealth Management and Bluespring Wealth Partners LLC are affiliates of Kestra IS and Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosure

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Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). KDI Wealth Management, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

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