• The New Financial Realities: A Video Series by CFP Board's Consumer Advocate
  

  Our recent economic downturn has shown us that we must re-examine some basic assumptions about the ways we manage our finances. What made sense pre-recession no longer works today. The video series below, presented by  offers nine personal finance strategies to help you plan for what's ahead:

  1.      Put your own financial interests first, and work with an advisor you can trust

  2.      Use a multi-prong approach; investing by itself will not get you where you want to be. Spending, saving, and budgeting all play equal parts in building wealth

  3.      Think of yourself as an asset; investing in yourself can yield returns far greater than other investments

  4.      Learn the difference between good debt and bad debt

  5.      Get smart about the pros and cons of home ownership

  6.      Know it's no longer about retirement; it's about reinventing yourself for the last third of your life

  7.      Get your kids involved in family financial planning. Now is the time to talk to your kids about finances

  8.      Do not sacrifice your financial well-being for your children

  9.      Become financially literate. Commit to learning all that you can

   

   

• Value Versus Growth: The International Evidence
  
  Eugene F. Fama, University of Chicago - Booth School of Busines
  Kenneth R. French, Dartmouth College - Tuck School of Business

  Last revised July 27, 2000

   
• Prof. Kenneth French
  

  As the Head of Investment Policy, Professor French splits his time between the trading floors of Dimensional and the lecture halls of Dartmouth. In this interview, he discusses the evolution of Dimensional's trading system and the role of tax management, patient trading, momentum and the ideas of behavioral finance.

• Prof. Eugene Fama
  

  Professor Fama is among the most prolific and cited thinkers in finance today. In this interview, he discusses the origins of his interest in economics, the origins of Dimensional, his thirty year career at The University of Chicago, and what has changed (and remained the same) in the economic world during that time.

• Behavioral Biases
  
  
  Research indicates that humans are not naturally wired for prudent, long-term investing. Scott Bosworth, Vice President and Regional Director, describes common forms of behavioral bias and discusses how these biases influence investment decision making. He also explains how knowledge and discipline can help investors control their instincts for a better investment outcome.
   
• Current Credit Markets
  

  Dave Plecha, Senior Portfolio Manager and Vice President, discusses major credit market events capturing recent headlines. Beginning with the Bear Stearns acquisition in March, he walks through a seven-month timeline of industry distress and government response, and offers a high-level view of how these developments have impacted lending activity, investor expectations, and risk pricing worldwide.

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