Client Center

Maximizing Investments

Why We Choose to Invest Using DFA Mutual Funds

At PFS, we have been using Dimensional Fund Advisors (DFA) mutual funds as the primary investment vehicle for our clients–and […]

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Why Market Volatility Is Not the One You Should Fear

Recently, we published a post on how even passive investors can use some strategies to take advantage of market volatility, […]

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How to Take Advantage of Volatile Markets

In a recent post, we explained why we do not try to guess the impact on the stock market of […]

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Why Not Trying To Predict the Impact of Brexit Helps Your Portfolio

Recently, several clients coming to our office for meetings have asked what we think of the UK referendum vote to […]

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Annuities: What They Are and Why We Are Wary of Them

Over the years, we have not advised clients to buy annuities, but we have had many new clients enter our […]

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Why Comedian John Oliver Would Love PFS

*Warning:  the video link in this post contains some foul language and content. A client recently alerted us to an […]

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